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

93 hedge funds and large institutions have $519M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+23
Holders Change %
+32.86%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
36
Reduced
12
Closed
10
Calls
$901K
Puts
$235K
Net Calls
+$666K
Net Calls Change
+$214K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$157M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.8M
3
Wells Fargo
3
Wells Fargo
California
$24.8M
4
SFI
4
SPC Financial Inc
Maryland
$18.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$17.5M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$51.1M
2
LPL Financial
2
LPL Financial
California
$5.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$238K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
CM
5
Columbus Macro
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
26
Cavalier Investments
Georgia
$3.75M +$239K +2,340 +7%
Citadel Advisors
27
Citadel Advisors
Florida
$3.7M +$424K +4,151 +13%
MM
28
Main Management
California
$3.53M – – –
BCI
29
Brinker Capital Investments
Pennsylvania
$2.86M – – –
AIC
30
Ayalon Insurance Company
Israel
$2.74M +$61.5K +600 +2%
SPIA
31
Steward Partners Investment Advisory
New York
$2.19M +$303K +2,966 +16%
AWM
32
AE Wealth Management
Kansas
$2.03M +$743K +7,274 +58%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.64M +$179K +1,748 +12%
WDL
34
Well Done LLC
Michigan
$1.54M +$1.54M +15,105 New
RJA
35
Raymond James & Associates
Florida
$1.48M +$1.48M +14,507 New
CAG
36
Csenge Advisory Group
Florida
$1.48M +$1.18M +11,565 +402%
TFA
37
Teamwork Financial Advisors
Texas
$1.47M +$181K +1,772 +14%
AI
38
Atria Investments
North Carolina
$1.08M +$1.08M +10,556 New
QAM
39
Q3 Asset Management
Michigan
$916K +$916K +8,977 New
TRCT
40
Tower Research Capital (TRC)
New York
$897K +$895K +8,775 +43,875%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$888K +$888K +8,703 New
LG
42
Leuthold Group
Minnesota
$872K -$114K -1,118 -12%
CFA
43
Carroll Financial Associates
North Carolina
$776K +$665K +6,524 +601%
SF
44
Synovus Financial
Georgia
$740K +$1.73K +17 +0.2%
FHA
45
Flagship Harbor Advisors
Massachusetts
$729K +$216K +2,121 +42%
Truist Financial
46
Truist Financial
North Carolina
$611K +$25K +245 +4%
RVM
47
Robinson Value Management
Texas
$564K – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$510K -$297K -2,909 -37%
KAS
49
Kestra Advisory Services
Texas
$487K +$207K +2,028 +74%
RAM
50
Riggs Asset Management
Pennsylvania
$475K +$475K +4,656 New
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