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

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
44
Reduced
70
Closed
37
Calls
$5.28M
Puts
$14.3M
Net Calls
-$9.07M
Net Calls Change
-$11.9M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$89.7M
2
AssetMark Inc
AssetMark Inc
California
+$67.3M
3
AWM
Affinity Wealth Management
Delaware
+$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
Bank of America
Bank of America
North Carolina
-$134M
3
Raymond James Financial
Raymond James Financial
Florida
-$108M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$101M
5
Truist Financial
Truist Financial
North Carolina
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$6.52M -$101M -718,896 -94%
SA
27
SFI Advisors
New Jersey
$6.07M -$150K -1,071 -2%
WDL
28
Well Done LLC
Michigan
$5.42M +$113K +786 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$5.41M +$3.2M +22,858 +145%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$5.28M -$2.98M -21,285 -36%
Citadel Advisors
31
Citadel Advisors
Florida
$5.11M +$2.46M +17,560 +93%
MIG
32
McGuire Investment Group
Rhode Island
$4.42M -$132K -944 -3%
SPIA
33
Steward Partners Investment Advisory
New York
$3.88M -$110K -788 -3%
QC
34
Quadrature Capital
United Kingdom
$3.87M +$3.87M +27,581 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.63M -$2.01M -14,351 -36%
AWS
36
Atria Wealth Solutions
New York
$3.53M -$2.01M -14,350 -36%
CCMG
37
Clark Capital Management Group
Pennsylvania
$3.19M -$385K -2,748 -11%
GS
38
GTS Securities
New York
$2.97M +$2.28M +16,272 +329%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$2.78M +$2.63M +18,782 +1,780%
CCA
40
Cottonwood Capital Advisors
Utah
$2.76M -$32.9K -235 -1%
1NWS
41
1 North Wealth Services
Maryland
$2.74M -$2.42M -17,253 -47%
TF
42
Tudor Financial
Ohio
$2.64M +$23.3K +166 +0.9%
Mariner
43
Mariner
Kansas
$2.45M +$1.34M +9,539 +120%
HF
44
HRT Financial
New York
$2.28M +$2.28M +16,261 New
GDP
45
Great Diamond Partners
Maine
$2.22M -$4.34K -31 -0.2%
CCA
46
Cadent Capital Advisors
Oklahoma
$2.15M -$202K -1,440 -9%
TRCT
47
Tower Research Capital (TRC)
New York
$2.14M +$2.14M +15,269 +76,345%
VA
48
VestGen Advisors
Illinois
$2.11M +$2.11M +15,071 New
HOWA
49
Heritage Oak Wealth Advisors
Florida
$2.08M +$2.08M +14,868 New
BAAM
50
Baker Avenue Asset Management
California
$2.05M +$60.9K +435 +3%
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