Jim Simons
THRO

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jim Simons's THRO Position: Q1 2026 in Review

Jim Simons increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 8.9% in Q1 2026, buying an estimated $111K and bringing the position to 35,600 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Jim Simons first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2025. 471 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Jim Simons held 35,600 shares of iShares U.S. Thematic Rotation Active ETF worth $1.29M as of Q1 2026.
  • Jim Simons bought 2,900 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $111K.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2135 holding.
  • Jim Simons first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Jim Simons's iShares U.S. Thematic Rotation Active ETF position peaked at $1.51M in Q2 2025.
  • 471 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.