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

62 hedge funds and large institutions have $144M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
23
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.46M
2
CS
2
Credit Suisse
Switzerland
$3.81M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.67M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$2.78M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.02M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.6M
3
MIH
3
Meitav Investment House
Israel
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.47M
5
ACP
5
Arcus Capital Partners
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.02M +$1.02M +16,163 New
GCA
27
Genesee Capital Advisors
New York
$795K +$795K +12,604 New
AWCI
28
Alpine Woods Capital Investors
New York
$663K – – –
WDL
29
Well Done LLC
Michigan
$653K +$52K +824 +9%
SF
30
Synovus Financial
Georgia
$649K +$2.4K +38 +0.4%
TRCT
31
Tower Research Capital (TRC)
New York
$633K +$446K +7,071 +239%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$509K +$77.7K +1,230 +18%
GEA
33
Glen Eagle Advisors
New Jersey
$495K -$3.79K -60 -0.8%
BCM
34
Beck Capital Management
Texas
$437K -$1.45K -23 -0.3%
SB
35
Suntrust Banks
Georgia
$423K +$18K +341 +4%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$406K -$47K -745 -10%
SPIA
37
Steward Partners Investment Advisory
New York
$373K +$373K +5,919 New
CFA
38
Carroll Financial Associates
North Carolina
$351K +$351K +5,561 New
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$347K -$56.3K -891 -14%
DC
40
Davenport & Co
Virginia
$322K – – –
RVM
41
Robinson Value Management
Texas
$287K +$287K +4,550 New
SI
42
Stephens Inc
Arkansas
$247K +$5.44K +86 +2%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$202K +$14.9K +235 +8%
AG
44
Advisor Group
Arizona
$130K -$11.7K -186 -8%
Citigroup
45
Citigroup
New York
$75K -$33K -525 -31%
AF
46
Advisornet Financial
Minnesota
$34K +$126 +2 +0.4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$31K -$7.64K -123 -20%
BDWM
48
Brewin Dolphin Wealth Management
Ireland
$29K – – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$28K – – –
GWM
50
Geneos Wealth Management
Colorado
$25K -$25.1K -402 -50%
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