Jim Simons’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Jim Simons’s Portfolio THRO Stock Details THRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Sell	31,708 -3,892	-11%	-$161K	﹤0.01%	2167
2026 Q1	$1.29M	Buy	35,600 +2,900	+9%	+$111K	﹤0.01%	2135
2025 Q4	$1.26M	Buy	32,700 +16,000	+96%	+$612K	﹤0.01%	2149
2025 Q3	$632K	Sell	16,700 -25,800	-61%	-$945K	﹤0.01%	2698
2025 Q2	$1.51M	Buy	+42,500	New	+$1.4M	﹤0.01%	2285

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jim Simons's THRO Position: Q2 2026 in Review

Jim Simons reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 11% in Q2 2026, selling an estimated $161K and leaving 31,708 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Jim Simons first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2025. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Jim Simons held 31,708 shares of iShares U.S. Thematic Rotation Active ETF worth $1.37M as of Q2 2026.
Jim Simons sold 3,892 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $161K.
iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2167 holding.
Jim Simons first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
Jim Simons's iShares U.S. Thematic Rotation Active ETF position peaked at $1.51M in Q2 2025.
496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.