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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 $886M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 28 closing their positions.

Holders
175
Holders Change
–
Holders Change %
0%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
30
Increased
50
Reduced
62
Closed
28
Calls
$1.33M
Puts
$5.51M
Net Calls
-$4.18M
Net Calls Change
+$4.89M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$63.3M
2
Bank of America
2
Bank of America
North Carolina
$52.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$28.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$34.5M
5
FFS
5
Founders Financial Securities
Maryland
$4.66M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1.11M
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
EE
3
EWG Elevate
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$20.1M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
P
51
&Partners
Tennessee
$1.44M 8,492 -143 -2%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$1.43M 8,564 +1,548 +22%
BAM
53
Belpointe Asset Management
Nevada
$1.32M 7,832 -242 -3%
SF
54
Synovus Financial
Georgia
$1.32M 7,826 +14 +0.2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.32M 7,809 -48 -0.6%
AI
56
Atria Investments
North Carolina
$1.28M 7,545 -2,632 -26%
IA
57
IFG Advisory
Georgia
$1.2M 7,101 +5,615 +378%
TPA
58
Trivium Point Advisory
Connecticut
$1.17M 6,932 +6,932 New
AF
59
Allworth Financial
California
$1.12M 6,620 -927 -12%
AssetMark Inc
60
AssetMark Inc
California
$1.11M 6,588 -568,218 -99%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.06M 6,265 +1,546 +33%
FTS
62
Fifth Third Securities
Ohio
$1M 5,917 -699 -11%
AR
63
Apeiron RIA
Texas
$943K 5,578 +108 +2%
AWM
64
Aprio Wealth Management
Georgia
$927K 5,481 -287 -5%
EH
65
Equitable Holdings
New York
$908K 5,367 +3,486 +185%
JWM
66
Jackson Wealth Management
Florida
$861K 5,089 +108 +2%
NA
67
NewEdge Advisors
Louisiana
$829K 4,899 +2 +0%
GFPC
68
Global Financial Private Client
Florida
$800K 4,728 +1,102 +30%
Lido Advisors
69
Lido Advisors
California
$795K 4,700 -144 -3%
CFIM
70
Client First Investment Management
Wisconsin
$791K 4,677 +4,677 New
DC
71
Davenport & Co
Virginia
$783K 4,629 -4,251 -48%
HVP
72
Hudson Value Partners
Florida
$752K 4,446 -44 -1%
IWC
73
Integrated Wealth Concepts
Massachusetts
$694K 4,102 +4,102 New
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$681K 4,029 -9,802 -71%
MWA
75
Muirfield Wealth Advisors
North Carolina
$681K 4,026 -498 -11%
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