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

74 hedge funds and large institutions have $280M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
21
Reduced
17
Closed
14
Calls
$256K
Puts
$699K
Net Calls
-$443K
Net Calls Change
-$89K

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$30.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.7M
3
MIH
Meitav Investment House
Israel
+$14.5M
4
UBS Group
UBS Group
Switzerland
+$8.52M
5
FMP
Financial Management Professionals
Texas
+$3.49M

Top Sellers

1
NCM
Niemann Capital Management
Nevada
-$6.34M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$5.95M
3
MWM
Merriman Wealth Management
Washington
-$2.75M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.55M
5
PAG
Private Advisor Group
New Jersey
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.91M -$9.23K -144 -0.5%
SCA
27
Snowden Capital Advisors
New York
$1.64M +$45.6K +712 +3%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$1.54M -$131K -2,043 -8%
TRCT
29
Tower Research Capital (TRC)
New York
$1.48M +$1.48M +23,012 New
LJAC
30
L.J. Altfest & Co
New York
$1.17M +$543K +8,475 +87%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.16M -$160K -2,500 -12%
CWM
32
Cornerstone Wealth Management
Missouri
$1.15M +$1.15M +74,061 New
ACP
33
Arcus Capital Partners
Georgia
$1.12M -$19.4K -303 -2%
FAAS
34
First Allied Advisory Services
California
$1.01M -$330K -5,155 -25%
CPC
35
Cookson Peirce & Co
Pennsylvania
$801K +$12.8K +200 +2%
AG
36
Advisor Group
Arizona
$770K +$423K +6,613 +122%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$660K – – –
SF
38
Synovus Financial
Georgia
$646K – – –
Goldman Sachs
39
Goldman Sachs
New York
$628K +$70.3K +1,096 +13%
GEA
40
Glen Eagle Advisors
New Jersey
$543K – – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$504K +$504K +7,865 New
BCM
42
Beck Capital Management
Texas
$487K +$25.6K +400 +6%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$485K +$485K +7,562 New
PAG
44
Private Advisor Group
New Jersey
$420K -$1.27M -19,733 -75%
CAN
45
Cetera Advisor Networks
California
$402K +$402K +6,244 New
DG
46
Delek Group
Israel
$323K +$323K +5,025 New
VAM
47
Visionary Asset Management
Texas
$315K +$315K +4,900 New
DC
48
Davenport & Co
Virginia
$303K – – –
Creative Planning
49
Creative Planning
Kansas
$301K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$277K +$277K +4,318 New
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