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

133 hedge funds and large institutions have $875M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+41
Holders Change %
+44.57%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
38
Reduced
23
Closed
7
Calls
$550K
Puts
$35K
Net Calls
+$515K
Net Calls Change
-$599K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$146M
2
Bank of America
2
Bank of America
North Carolina
$132M
3
RJA
3
Raymond James & Associates
Florida
$107M
4
WA
4
WestEnd Advisors
North Carolina
$91.8M
5
Truist Financial
5
Truist Financial
North Carolina
$92M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$128K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$93.9M
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MM
5
Main Management
California
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$2.62M +$2.62M +22,447 New
SPIA
27
Steward Partners Investment Advisory
New York
$2.6M +$9.59K +82 +0.4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.39M +$2.27M +19,397 +1,869%
Citadel Advisors
29
Citadel Advisors
Florida
$2.33M +$963K +8,234 +70%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.06M +$1.53M +13,152 +291%
Jane Street
31
Jane Street
New York
$2.03M +$2.03M +17,335 New
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.86M +$1.59M +13,600 +591%
GDP
33
Great Diamond Partners
Maine
$1.85M -$49.2K -421 -3%
TW
34
TrinityPoint Wealth
Connecticut
$1.79M +$1.79M +15,311 New
AWS
35
Atria Wealth Solutions
New York
$1.69M +$1.03M +8,789 +156%
SA
36
Sanctuary Advisors
Indiana
$1.68M +$1.68M +14,896 New
AI
37
Atria Investments
North Carolina
$1.68M +$1.68M +14,370 New
CIA
38
Concurrent Investment Advisors
Florida
$1.66M +$1.66M +14,196 New
HAS
39
HBW Advisory Services
California
$1.59M +$1.59M +13,593 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.5M +$962K +8,226 +180%
TCA
41
Transcend Capital Advisors
New Jersey
$1.42M +$1.42M +12,171 New
QAM
42
Q3 Asset Management
Michigan
$1.41M -$351K -2,994 -20%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.26M +$158K +1,353 +14%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.16M +$83.4K +713 +8%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.08M +$1.08M +9,245 New
SF
46
Synovus Financial
Georgia
$905K +$8.77K +75 +1%
Ameriprise
47
Ameriprise
Minnesota
$876K +$285K +2,440 +48%
FIM
48
Freedom Investment Management
Connecticut
$843K +$843K +7,211 New
Osaic Holdings
49
Osaic Holdings
Arizona
$818K +$404K +3,456 +98%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$784K +$784K +6,707 New
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