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iShares US Broker-Dealers & Securities Exchanges ETF

178 hedge funds and large institutions have $891M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
51
Reduced
63
Closed
28
Calls
$4.34M
Puts
$21.9M
Net Calls
-$17.6M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
MIG
26
McGuire Investment Group
Rhode Island
$5.34M +$677 +4 +0%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$5.33M +$950K +5,616 +22%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$5.3M +$1.95M +11,506 +58%
SPIA
29
Steward Partners Investment Advisory
New York
$4.83M +$149K +883 +3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.71M -$3.16M -18,672 -40%
CCA
31
Cadent Capital Advisors
Oklahoma
$4.67M +$2.08M +12,301 +80%
FFS
32
Founders Financial Securities
Maryland
$4.66M +$4.66M +27,562 New
Citadel Advisors
33
Citadel Advisors
Florida
$4.51M -$1.65M -9,773 -27%
CCMG
34
Clark Capital Management Group
Pennsylvania
$3.44M -$413K -2,443 -11%
Mariner
35
Mariner
Kansas
$3.34M +$387K +2,286 +13%
CCA
36
Cottonwood Capital Advisors
Utah
$3.3M -$31.6K -187 -0.9%
1NWS
37
1 North Wealth Services
Maryland
$3.28M -$33.3K -197 -1%
TF
38
Tudor Financial
Ohio
$3.12M -$71.9K -425 -2%
AWS
39
Atria Wealth Solutions
New York
$2.97M -$1.29M -7,635 -30%
VA
40
VestGen Advisors
Illinois
$2.82M +$273K +1,613 +11%
AIP
41
ARS Investment Partners
New York
$2.69M +$2.69M +15,917 New
GDP
42
Great Diamond Partners
Maine
$2.56M -$126K -743 -5%
BAAM
43
Baker Avenue Asset Management
California
$2.55M +$81.7K +483 +3%
HOWA
44
Heritage Oak Wealth Advisors
Florida
$2.53M +$10.8K +64 +0.4%
AWA
45
Arete Wealth Advisors
Illinois
$2.32M +$1.98M +11,701 +582%
Truist Financial
46
Truist Financial
North Carolina
$2.04M -$380K -2,245 -16%
GVAG
47
Great Valley Advisor Group
Delaware
$2.04M -$36.7K -217 -2%
LJCM
48
Lee Johnson Capital Management
Texas
$1.77M +$1.77M +10,452 New
GCA
49
Genesee Capital Advisors
New York
$1.59M +$590K +3,490 +59%
CAG
50
Csenge Advisory Group
Florida
$1.56M -$10K -65 -0.6%