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

150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
57
Reduced
36
Closed
18
Calls
$694K
Puts
$39K
Net Calls
+$655K
Net Calls Change
+$140K

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$106M
2
SFI
2
SPC Financial Inc
Maryland
$17M
3
Stifel Financial
3
Stifel Financial
Missouri
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.9M
5
MWM
5
MinichMacGregor Wealth Management
New York
$10.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$113M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$100M
4
WA
4
WestEnd Advisors
North Carolina
$98.4M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
26
Well Done LLC
Michigan
$4.73M +$4.73M +36,804 New
Osaic Holdings
27
Osaic Holdings
Arizona
$4.43M +$3.53M +27,479 +393%
Two Sigma Investments
28
Two Sigma Investments
New York
$4.19M -$656K -5,100 -14%
MIG
29
McGuire Investment Group
Rhode Island
$4.19M -$1.29K -10 -0%
HIP
30
Harrell Investment Partners
Texas
$3.74M +$359K +2,791 +11%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.62M -$210K -1,631 -5%
SPIA
32
Steward Partners Investment Advisory
New York
$3.47M +$605K +4,705 +21%
Ameriprise
33
Ameriprise
Minnesota
$3.32M +$2.36M +18,330 +245%
SA
34
Sanctuary Advisors
Indiana
$3.03M +$768K +5,051 +34%
Jane Street
35
Jane Street
New York
$3.03M +$801K +6,231 +36%
Prudential Financial
36
Prudential Financial
New Jersey
$2.96M +$73.2K +569 +3%
AI
37
Atria Investments
North Carolina
$2.94M +$1.09M +8,507 +59%
CCA
38
Cottonwood Capital Advisors
Utah
$2.66M -$486K -3,778 -15%
BCM
39
Beaumont Capital Management
Massachusetts
$2.64M +$2.64M +20,573 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2.55M -$80.2K -624 -3%
TF
41
Tudor Financial
Ohio
$2.32M +$2.32M +18,073 New
GDP
42
Great Diamond Partners
Maine
$2.06M +$18.9K +147 +0.9%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.05M -$226K -1,756 -10%
TW
44
TrinityPoint Wealth
Connecticut
$1.96M -$7.07K -55 -0.4%
AWS
45
Atria Wealth Solutions
New York
$1.9M +$46.2K +359 +2%
CIA
46
Concurrent Investment Advisors
Florida
$1.86M +$39.6K +308 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.84M +$196K +1,528 +12%
BAAM
48
Baker Avenue Asset Management
California
$1.58M +$1.58M +12,257 New
TCA
49
Transcend Capital Advisors
New Jersey
$1.53M -$33.6K -261 -2%
Millennium Management
50
Millennium Management
New York
$1.34M +$1.02M +7,926 +319%
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