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

92 hedge funds and large institutions have $237M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
15
Reduced
32
Closed
19
Calls
$1.72M
Puts
$603K
Net Calls
+$1.11M
Net Calls Change
-$872K

Top Buyers

1
WAS
1
WESPAC Advisors SoCal
California
$7.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.61M
3
PFS
3
Prospera Financial Services
Texas
$2.43M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.65M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
KHLMVGHM
2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$17.8M
4
KHLMTHM
4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$0
5
CI
5
Cavalier Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.09M +$1.09M +9,391 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.07M -$59.8K -516 -5%
SF
28
Synovus Financial
Georgia
$890K +$2.9K +25 +0.3%
CAN
29
Cetera Advisor Networks
California
$854K -$174K -1,499 -17%
Mariner
30
Mariner
Kansas
$698K +$698K +6,017 New
AR
31
Apeiron RIA
Texas
$676K – – –
AWS
32
Atria Wealth Solutions
New York
$655K +$655K +5,644 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$607K -$81.7K -704 -12%
Ameriprise
34
Ameriprise
Minnesota
$586K +$301K +2,597 +106%
CI
35
CX Institutional
Indiana
$545K -$40.1K -346 -7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$530K -$3.02K -26 -0.6%
HighTower Advisors
37
HighTower Advisors
Illinois
$526K +$526K +4,526 New
SFI
38
SPC Financial Inc
Maryland
$509K -$318K -2,740 -38%
AWM
39
Avitas Wealth Management
California
$489K -$7.31K -63 -1%
Osaic Holdings
40
Osaic Holdings
Arizona
$411K -$589K -5,076 -59%
CI
41
CPR Investments
Michigan
$348K +$348K +3,001 New
AWCI
42
Alpine Woods Capital Investors
New York
$334K – – –
SAM
43
Secure Asset Management
Michigan
$322K +$322K +2,775 New
RJA
44
Raymond James & Associates
Florida
$318K -$78.8K -679 -20%
NWA
45
Navis Wealth Advisors
New York
$290K – – –
RWS
46
Resolute Wealth Strategies
Mississippi
$290K +$812 +7 +0.3%
PWP
47
Phillips Wealth Planners
Mississippi
$280K +$280K +2,544 New
SF
48
Summit Financial
New Jersey
$276K – – –
Two Sigma Advisers
49
Two Sigma Advisers
New York
$267K +$267K +2,300 New
CF
50
Centaurus Financial
California
$263K -$39.9K -344 -13%
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