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iShares US Broker-Dealers & Securities Exchanges ETF

179 hedge funds and large institutions have $902M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $21.9M

Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.34M
Puts
$21.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$5.6M
MIG
27
McGuire Investment Group
Rhode Island
$5.34M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$5.33M
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$5.3M
SPIA
30
Steward Partners Investment Advisory
New York
$4.83M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.71M
CCA
32
Cadent Capital Advisors
Oklahoma
$4.67M
FFS
33
Founders Financial Securities
Maryland
$4.66M
Citadel Advisors
34
Citadel Advisors
Florida
$4.51M
CCMG
35
Clark Capital Management Group
Pennsylvania
$3.44M
Mariner
36
Mariner
Kansas
$3.34M
CCA
37
Cottonwood Capital Advisors
Utah
$3.3M
1NWS
38
1 North Wealth Services
Maryland
$3.28M
TF
39
Tudor Financial
Ohio
$3.12M
AWS
40
Atria Wealth Solutions
New York
$2.97M
VA
41
VestGen Advisors
Illinois
$2.82M
AIP
42
ARS Investment Partners
New York
$2.69M
GDP
43
Great Diamond Partners
Maine
$2.56M
BAAM
44
Baker Avenue Asset Management
California
$2.55M
HOWA
45
Heritage Oak Wealth Advisors
Florida
$2.53M
AWA
46
Arete Wealth Advisors
Illinois
$2.32M
Truist Financial
47
Truist Financial
North Carolina
$2.04M
GVAG
48
Great Valley Advisor Group
Delaware
$2.04M
LJCM
49
Lee Johnson Capital Management
Texas
$1.77M
GCA
50
Genesee Capital Advisors
New York
$1.59M