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iShares US Broker-Dealers & Securities Exchanges ETF

54 hedge funds and large institutions have $78.7M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-11
Holders Change %
-16.92%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
18
Closed
14
Calls
Puts
$301K
Net Calls
-$301K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
26
Synovus Financial
Georgia
$533K +$4.03K +79 +0.8%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$391K +$110K +2,150 +39%
GEA
28
Glen Eagle Advisors
New Jersey
$376K +$154 +3 +0%
Osaic Holdings
29
Osaic Holdings
Arizona
$330K +$330K +6,442 New
GDP
30
Great Diamond Partners
Maine
$257K +$35.4K +692 +16%
Truist Financial
31
Truist Financial
North Carolina
$242K -$196K -3,824 -45%
CFA
32
Carroll Financial Associates
North Carolina
$227K -$67.1K -1,311 -23%
SPIA
33
Steward Partners Investment Advisory
New York
$223K -$226K -4,427 -50%
SI
34
Stephens Inc
Arkansas
$203K +$1.44K +28 +0.7%
HWA
35
HCR Wealth Advisors
California
$148K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$110K -$26.7K -521 -20%
ASN
37
Advisory Services Network
Georgia
$92K +$78.9K +1,548 +605%
BDWM
38
Brewin Dolphin Wealth Management
Ireland
$76.8K
Citigroup
39
Citigroup
New York
$61K +$51 +1 +0.1%
SFS
40
Sowell Financial Services
Arkansas
$47K
AF
41
Advisornet Financial
Minnesota
$28K
VNA
42
Valley National Advisers
Pennsylvania
$19K
CAAS
43
Capital Asset Advisory Services
Michigan
$18K -$67.7K -1,204 -79%
KFS
44
Kelly Financial Services
Massachusetts
$16.2K +$102 +2 +0.6%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$12K
SFSIG
46
San Francisco Sentry Investment Group
California
$12K +$12K +226 New
1IA
47
1834 Investment Advisors
Wisconsin
$12K +$12K +233 New
MCM
48
McMillion Capital Management
North Carolina
$10K
PAI
49
Pittenger & Anderson Inc
Nebraska
$9K
Simplex Trading
50
Simplex Trading
Illinois
$8K +$4.73K +101 +144%