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

114 hedge funds and large institutions have $460M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+21
Holders Change %
+22.58%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
47
Reduced
23
Closed
7
Calls
$2.22M
Puts
$2.36M
Net Calls
-$144K
Net Calls Change
-$810K

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$21.5M
2
PS
2
Portfolio Strategies
New York
$15.6M
3
LPL Financial
3
LPL Financial
California
$14.8M
4
MIH
4
Meitav Investment House
Israel
$59.4M
5
Wells Fargo
5
Wells Fargo
California
$32.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$90K
2
LJAC
2
L.J. Altfest & Co
New York
$340K
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
FTUS
4
Flow Traders U.S.
New York
$238K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.15M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
Cavalier Investments
Georgia
$4.69M 44,947 +8,220 +22%
CCA
27
Cadent Capital Advisors
Oklahoma
$4.51M 43,163 +1,735 +4%
SI
28
Stephens Inc
Arkansas
$3.95M 37,839 +966 +3%
MM
29
Main Management
California
$3.61M 34,600 – –
SAS
30
SMI Advisory Services
Indiana
$3.3M 31,570 +31,570 New
Barclays
31
Barclays
United Kingdom
$3.2M 30,618 +28,792 +1,577%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.94M 28,156 +25,821 +1,106%
AIC
33
Ayalon Insurance Company
Israel
$2.85M 26,900 +120 +0.4%
AWM
34
AE Wealth Management
Kansas
$2.46M 23,597 +3,681 +18%
RJA
35
Raymond James & Associates
Florida
$2.36M 22,594 +8,087 +56%
Truist Financial
36
Truist Financial
North Carolina
$2.27M 21,763 +15,778 +264%
SPIA
37
Steward Partners Investment Advisory
New York
$2.23M 21,318 -107 -0.5%
WDL
38
Well Done LLC
Michigan
$1.71M 16,376 +1,271 +8%
TFA
39
Teamwork Financial Advisors
Texas
$1.66M 15,907 +1,493 +10%
HAS
40
HBW Advisory Services
California
$1.58M 15,087 +15,087 New
YAVAPFMC
41
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.53M 14,669 +14,669 New
BCM
42
Barometer Capital Management
Ontario, Canada
$1.48M 14,200 +14,200 New
HighTower Advisors
43
HighTower Advisors
Illinois
$1.29M 12,327 -3,726 -23%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.14M 10,628 +10,628 New
AI
45
Atria Investments
North Carolina
$1.11M 10,598 +42 +0.4%
WB
46
WesBanco Bank
West Virginia
$1.08M 10,329 +10,329 New
HI
47
Harbour Investments
Wisconsin
$1.05M 10,012 +7,388 +282%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$964K 9,235 +532 +6%
GDP
49
Great Diamond Partners
Maine
$936K 8,971 +8,971 New
LG
50
Leuthold Group
Minnesota
$895K 8,572 +27 +0.3%
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