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iShares US Broker-Dealers & Securities Exchanges ETF

175 hedge funds and large institutions have $886M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 28 closing their positions.

Holders
175
Holders Change
Holders Change %
0%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
30
Increased
50
Reduced
62
Closed
28
Calls
$1.33M
Puts
$5.51M
Net Calls
-$4.18M
Net Calls Change
+$4.89M
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$116M 684,053 -26,147 -4%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$108M 640,000
Morgan Stanley
3
Morgan Stanley
New York
$78.1M 461,962 -8,309 -2%
LPL Financial
4
LPL Financial
California
$63.3M 374,163 +263,082 +237%
Bank of America
5
Bank of America
North Carolina
$52.8M 312,309 +134,383 +76%
MML Investors Services
6
MML Investors Services
Massachusetts
$34.5M 204,235 +54,923 +37%
Two Sigma Investments
7
Two Sigma Investments
New York
$34.2M 202,400 +5,500 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$28.6M 201,434 +109,139 +118%
SFI
9
SPC Financial Inc
Maryland
$28.6M 168,858 -856 -0.5%
Wells Fargo
10
Wells Fargo
California
$26.9M 158,936 -6,585 -4%
Ameriprise
11
Ameriprise
Minnesota
$20.1M 118,858 -43,122 -27%
Stifel Financial
12
Stifel Financial
Missouri
$18.3M 108,458 +7,402 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$17.5M 103,508 -25,027 -19%
WAS
14
WESPAC Advisors SoCal
California
$16.6M 98,247 -230 -0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.2M 90,140 -181 -0.2%
ASN
16
Advisory Services Network
Georgia
$14.9M 84,695 +2,831 +3%
UBS Group
17
UBS Group
Switzerland
$13.7M 80,710 +10,256 +15%
CWM
18
Chicago Wealth Management
Illinois
$13.3M 78,408 -742 -0.9%
Raymond James Financial
19
Raymond James Financial
Florida
$12.9M 76,156 -25,496 -25%
MWM
20
MinichMacGregor Wealth Management
New York
$10.9M 64,187 +13,083 +26%
PFS
21
Prospera Financial Services
Texas
$10.4M 61,258 -520 -0.8%
HighTower Advisors
22
HighTower Advisors
Illinois
$7.16M 42,303 +3,661 +9%
SA
23
SFI Advisors
New Jersey
$6.85M 40,485 -2,836 -7%
WDL
24
Well Done LLC
Michigan
$6.3M 37,230 -360 -1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$5.6M 33,134 -4,517 -12%