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

57 hedge funds and large institutions have $88.7M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+11
Holders Change %
+23.91%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
16
Closed
5
Calls
$1.41M
Puts
–
Net Calls
+$1.41M
Net Calls Change
+$1.41M

Top Buyers

1
MIH
Meitav Investment House
Israel
+$29.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$2.01M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.62M
4
BCM
Barometer Capital Management
Ontario, Canada
+$1.08M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$866K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.08M
2
Jane Street
Jane Street
New York
-$949K
3
AWCI
Alpine Woods Capital Investors
New York
-$598K
4
LPL Financial
LPL Financial
California
-$461K
5
TRCT
Tower Research Capital (TRC)
New York
-$268K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$313K -$4.3K -54 -1%
Truist Financial
27
Truist Financial
North Carolina
$298K -$18.1K -227 -6%
Stifel Financial
28
Stifel Financial
Missouri
$290K +$290K +3,643 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$249K -$4.46K -56 -2%
Fisher Asset Management
30
Fisher Asset Management
Washington
$244K +$244K +3,070 New
AWCI
31
Alpine Woods Capital Investors
New York
$239K -$598K -7,500 -71%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$234K -$22K -278 -9%
HWA
33
HCR Wealth Advisors
California
$230K +$5.97K +75 +3%
Goldman Sachs
34
Goldman Sachs
New York
$225K +$225K +2,824 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$215K +$215K +2,708 New
NFG
36
Next Financial Group
Texas
$187K -$45.6K -572 -20%
MPCG
37
Matrix Private Capital Group
New York
$170K +$170K +2,142 New
BDWM
38
Brewin Dolphin Wealth Management
Ireland
$119K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$105K -$61.4K -776 -37%
SPIA
40
Steward Partners Investment Advisory
New York
$56K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$55K -$6.4K -81 -10%
Citigroup
42
Citigroup
New York
$54K -$16.5K -209 -23%
GRP
43
Global Retirement Partners
California
$24K +$13.5K +169 +128%
SFS
44
Sowell Financial Services
Arkansas
$16K -$22K -275 -58%
MCM
45
McMillion Capital Management
North Carolina
$15K +$15K +190 New
LGA
46
Lebenthal Global Advisors
New York
$15K +$15K +200 New
PAI
47
Pittenger & Anderson Inc
Nebraska
$14K – – –
BW
48
Bison Wealth
Georgia
$11K – – –
S
49
SignatureFD
Georgia
$10K – – –
ASN
50
Advisory Services Network
Georgia
$9K -$4.87K -59 -35%
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