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iShares US Broker-Dealers & Securities Exchanges ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$63.3M
2
Bank of America
2
Bank of America
North Carolina
$52.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$28.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$34.5M
5
FFS
5
Founders Financial Securities
Maryland
$4.66M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1.11M
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
EE
3
EWG Elevate
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$20.1M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIG
26
McGuire Investment Group
Rhode Island
$5.34M 31,550 +4 +0%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$5.3M 31,343 +11,506 +58%
SPIA
28
Steward Partners Investment Advisory
New York
$4.83M 28,543 +883 +3%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4.71M 27,847 -18,672 -40%
CCA
30
Cadent Capital Advisors
Oklahoma
$4.67M 27,637 +12,301 +80%
FFS
31
Founders Financial Securities
Maryland
$4.66M 27,562 +27,562 New
Citadel Advisors
32
Citadel Advisors
Florida
$4.51M 26,693 -9,773 -27%
CCMG
33
Clark Capital Management Group
Pennsylvania
$3.44M 20,313 -2,443 -11%
Mariner
34
Mariner
Kansas
$3.34M 19,769 +2,286 +13%
CCA
35
Cottonwood Capital Advisors
Utah
$3.3M 19,512 -187 -0.9%
1NWS
36
1 North Wealth Services
Maryland
$3.28M 19,391 -197 -1%
TF
37
Tudor Financial
Ohio
$3.12M 18,426 -425 -2%
AWS
38
Atria Wealth Solutions
New York
$2.97M 17,571 -7,635 -30%
VA
39
VestGen Advisors
Illinois
$2.82M 16,684 +1,613 +11%
AIP
40
ARS Investment Partners
New York
$2.69M 15,917 +15,917 New
GDP
41
Great Diamond Partners
Maine
$2.56M 15,109 -743 -5%
BAAM
42
Baker Avenue Asset Management
California
$2.55M 15,094 +483 +3%
HOWA
43
Heritage Oak Wealth Advisors
Florida
$2.53M 14,932 +64 +0.4%
AWA
44
Arete Wealth Advisors
Illinois
$2.32M 13,712 +11,701 +582%
Truist Financial
45
Truist Financial
North Carolina
$2.04M 12,049 -2,245 -16%
GVAG
46
Great Valley Advisor Group
Delaware
$2.04M 12,048 -217 -2%
LJCM
47
Lee Johnson Capital Management
Texas
$1.77M 10,452 +10,452 New
GCA
48
Genesee Capital Advisors
New York
$1.59M 9,389 +3,490 +59%
CAG
49
Csenge Advisory Group
Florida
$1.56M 10,119 -65 -0.6%
RVM
50
Robinson Value Management
Texas
$1.53M 9,047 – –
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