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iShares US Broker-Dealers & Securities Exchanges ETF

170 hedge funds and large institutions have $966M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less funds holding

Funds holding: 191170 (-21)

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.09M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$5.13M
MIG
27
McGuire Investment Group
Rhode Island
$5.1M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.46M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4.43M
TRCT
30
Tower Research Capital (TRC)
New York
$4.36M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.92M
SA
32
SFI Advisors
New Jersey
$3.7M
CCA
33
Cottonwood Capital Advisors
Utah
$3.6M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.58M
CI
35
CX Institutional
Indiana
$3.39M
NSLI
36
Nan Shan Life Insurance
Taiwan
$3.38M
AIP
37
ARS Investment Partners
New York
$3.31M
TF
38
Tudor Financial
Ohio
$3.09M
1NWS
39
1 North Wealth Services
Maryland
$3.04M
HOWA
40
Heritage Oak Wealth Advisors
Florida
$2.63M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.63M
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$2.53M
Jones Financial Companies
43
Jones Financial Companies
Missouri
$2.52M
BAAM
44
Baker Avenue Asset Management
California
$2.49M
QC
45
Quadrature Capital
United Kingdom
$2.3M
PWA
46
PCG Wealth Advisors
Kansas
$2.3M
Jane Street
47
Jane Street
New York
$2.19M
VAS
48
Valicenti Advisory Services
New York
$2.13M
GVAG
49
Great Valley Advisor Group
Delaware
$1.85M
MOS
50
MGO One Seven
Ohio
$1.85M