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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$7.94M +$899K +6,237 +13%
SA
27
SFI Advisors
New Jersey
$6.4M -$175K -1,211 -3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$5.8M -$617K -4,283 -10%
AWS
29
Atria Wealth Solutions
New York
$5.7M +$3.57M +24,764 +167%
DC
30
Davenport & Co
Virginia
$5.41M +$61.4K +426 +1%
1NWS
31
1 North Wealth Services
Maryland
$5.31M +$5.31M +36,841 New
WDL
32
Well Done LLC
Michigan
$4.73M
MIG
33
McGuire Investment Group
Rhode Island
$4.68M -$10.7K -74 -0.2%
SPIA
34
Steward Partners Investment Advisory
New York
$4.1M +$213K +1,478 +5%
Two Sigma Investments
35
Two Sigma Investments
New York
$3.95M -$749K -5,200 -16%
HIP
36
Harrell Investment Partners
Texas
$3.89M -$305K -2,117 -7%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$3.7M -$357K -2,474 -9%
CCMG
38
Clark Capital Management Group
Pennsylvania
$3.68M +$3.68M +25,504 New
RWP
39
RWA Wealth Partners
Massachusetts
$3.23M +$3.23M +22,401 New
AI
40
Atria Investments
North Carolina
$3.14M -$160K -1,113 -5%
SA
41
Sanctuary Advisors
Indiana
$3.03M -$99.8K -635 -3%
Jane Street
42
Jane Street
New York
$2.91M -$482K -3,344 -14%
CCA
43
Cottonwood Capital Advisors
Utah
$2.87M -$111K -772 -4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.87M +$11.5K +80 +0.4%
Citadel Advisors
45
Citadel Advisors
Florida
$2.72M -$3.15M -21,890 -54%
TF
46
Tudor Financial
Ohio
$2.69M +$88.2K +612 +3%
LJAC
47
L.J. Altfest & Co
New York
$2.44M +$2.44M +16,956 New
CCA
48
Cadent Capital Advisors
Oklahoma
$2.42M +$2.42M +16,776 New
GDP
49
Great Diamond Partners
Maine
$2.29M -$15.3K -106 -0.7%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.27M -$19.9K -138 -0.9%