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

120 hedge funds and large institutions have $550M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
27
Increased
47
Reduced
32
Closed
21
Calls
$1.94M
Puts
$1.66M
Net Calls
+$275K
Net Calls Change
+$419K

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$89.9M
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$22.3M
3
EF
3
Empowered Funds
Pennsylvania
$14.6M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.35M
5
FEM
5
Fulcrum Equity Management
Texas
$3.99M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
LPL Financial
2
LPL Financial
California
$6.97M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.65M
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
QAM
5
Q3 Asset Management
Michigan
$900K
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Cadent Capital Advisors
Oklahoma
$4.81M 43,633 +470 +1%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$4.74M 43,043 -7,274 -14%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.65M 42,149 -64,278 -60%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.37M 39,668 +11,512 +41%
SI
30
Stephens Inc
Arkansas
$4.22M 38,271 +432 +1%
FEM
31
Fulcrum Equity Management
Texas
$3.99M 36,163 +36,163 New
RAM
32
Riggs Asset Management
Pennsylvania
$3.85M 34,941 +30,361 +663%
MM
33
Main Management
California
$3.81M 34,600 – –
SPIA
34
Steward Partners Investment Advisory
New York
$3.81M 34,538 +13,220 +62%
AIC
35
Ayalon Insurance Company
Israel
$2.96M 26,900 – –
AWM
36
AE Wealth Management
Kansas
$2.95M 26,751 +3,154 +13%
SCA
37
Southern Capital Advisors
Tennessee
$2.87M 26,048 +26,048 New
Truist Financial
38
Truist Financial
North Carolina
$2.81M 25,531 +3,768 +17%
SG Americas Securities
39
SG Americas Securities
New York
$2.73M 24,800 +24,800 New
RJA
40
Raymond James & Associates
Florida
$2.72M 24,707 +2,113 +9%
LAM
41
L2 Asset Management
Massachusetts
$2.59M 23,481 +23,481 New
WDL
42
Well Done LLC
Michigan
$2.09M 18,937 +2,561 +16%
CCA
43
Cottonwood Capital Advisors
Utah
$1.88M 17,031 +17,031 New
APA
44
American Portfolios Advisors
New York
$1.8M 16,313 +12,438 +321%
TFA
45
Teamwork Financial Advisors
Texas
$1.78M 16,170 +263 +2%
SMG
46
Spectrum Management Group
Indiana
$1.7M 15,423 +9,705 +170%
YAVAPFMC
47
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.62M 14,669 – –
OC
48
Oppenheimer & Co
New York
$1.6M 14,555 +14,555 New
CAG
49
Csenge Advisory Group
Florida
$1.48M 14,445 +9,462 +190%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.44M 13,001 +674 +5%
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