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

70 hedge funds and large institutions have $122M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
8
Closed
5
Calls
$452K
Puts
–
Net Calls
+$452K
Net Calls Change
-$956K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.63M
5
Bank of America
5
Bank of America
North Carolina
$5.81M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$250K
2
CS
2
Credit Suisse
Switzerland
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.96M
4
NWA
4
Navis Wealth Advisors
New York
$230K
5
BCM
5
Barometer Capital Management
Ontario, Canada
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
26
Columbus Macro
Pennsylvania
$775K +$775K +8,406 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$729K +$729K +7,910 New
SF
28
Synovus Financial
Georgia
$668K +$1.75K +19 +0.3%
Stifel Financial
29
Stifel Financial
Missouri
$577K +$241K +2,619 +72%
Truist Financial
30
Truist Financial
North Carolina
$529K +$184K +1,998 +53%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$518K +$230K +2,490 +80%
RVM
32
Robinson Value Management
Texas
$509K +$83.1K +902 +20%
FHA
33
Flagship Harbor Advisors
Massachusetts
$463K +$463K +5,021 New
AWM
34
Avitas Wealth Management
California
$378K +$1.66K +18 +0.4%
SCA
35
Snowden Capital Advisors
New York
$370K +$8.02K +87 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$291K +$41.8K +454 +17%
Fisher Asset Management
37
Fisher Asset Management
Washington
$283K – – –
AWCI
38
Alpine Woods Capital Investors
New York
$276K – – –
CAG
39
Csenge Advisory Group
Florida
$274K +$274K +2,880 New
CPC
40
Cookson Peirce & Co
Pennsylvania
$274K +$274K +2,975 New
KAS
41
Kestra Advisory Services
Texas
$252K +$252K +2,739 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$250K -$1.67M -18,115 -87%
NFG
43
Next Financial Group
Texas
$242K +$26.1K +284 +12%
NWA
44
Navis Wealth Advisors
New York
$230K -$138K -1,500 -38%
HWA
45
HCR Wealth Advisors
California
$216K -$50.2K -545 -19%
Goldman Sachs
46
Goldman Sachs
New York
$216K -$44.7K -484 -17%
FA
47
FDx Advisors
Illinois
$207K +$207K +2,248 New
VFA
48
Voya Financial Advisors
Connecticut
$202K +$202K +2,182 New
GEA
49
Glen Eagle Advisors
New Jersey
$193K -$45.9K -1,185 -19%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$176K +$53.9K +585 +44%
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