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

64 hedge funds and large institutions have $129M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
$2.07M
Net Calls
-$2.07M
Net Calls Change
-$2.07M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$7.54M
2
Morgan Stanley
Morgan Stanley
New York
+$4.73M
3
MWM
MinichMacGregor Wealth Management
New York
+$1.8M
4
OC
Oppenheimer & Co
New York
+$1.35M
5
Ameriprise
Ameriprise
Minnesota
+$1.08M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.82M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.2M
3
CS
Credit Suisse
Switzerland
-$2.55M
4
MIG
McGuire Investment Group
Rhode Island
-$2.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
51
Kelly Financial Services
Massachusetts
$18.3K +$18.3K +312 New
POIA
52
Pin Oak Investment Advisors
Texas
$18K +$116 +2 +0.6%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$14K – – –
PAI
54
Pittenger & Anderson Inc
Nebraska
$10K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6K +$889 +8 +17%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$5K +$5K +90 New
S
57
SignatureFD
Georgia
$4K +$4K +74 New
IA
58
IFP Advisors
Florida
$3K -$68.3K -1,320 -96%
GSWM
59
Golden State Wealth Management
California
$3K +$3K +44 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
CA
61
Cetera Advisors
Colorado
$1K +$1K +17 New
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$375 +$149 +2,527 +66%
WA
63
WESPAC Advisors
California
– -$863K -15,400 Closed
CPC
64
Cookson Peirce & Co
Pennsylvania
– -$674K -12,030 Closed
Chevy Chase Trust
65
Chevy Chase Trust
Maryland
– -$626K -11,171 Closed
GCM
66
Gibraltar Capital Management
Oklahoma
– -$391K -6,972 Closed
MAP
67
Milestone Advisory Partners
North Carolina
– -$248K -4,472 Closed
CC
68
Claybrook Capital
Massachusetts
– -$136K -2,426 Closed
SG Americas Securities
69
SG Americas Securities
New York
– -$112K -2,000 Closed
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$7K -125 Closed
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