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iShares US Broker-Dealers & Securities Exchanges ETF

70 hedge funds and large institutions have $122M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
29
Reduced
8
Closed
5
Calls
$452K
Puts
Net Calls
+$452K
Net Calls Change
-$956K
Name Holding Trade Value Shares
Change
Shares
Change %
MPCG
51
Matrix Private Capital Group
New York
$142K -$55.9K -605 -28%
BDWM
52
Brewin Dolphin Wealth Management
Ireland
$138K
CFA
53
Carroll Financial Associates
North Carolina
$100K +$100K +1,086 New
HI
54
Harbour Investments
Wisconsin
$92K +$92K +1,003 New
Citigroup
55
Citigroup
New York
$63K
MIH
56
Meitav Investment House
Israel
$60.5K +$23.7K +257,400 +65%
GRP
57
Global Retirement Partners
California
$52K +$24.1K +261 +87%
SFS
58
Sowell Financial Services
Arkansas
$20K
BW
59
Bison Wealth
Georgia
$13K
S
60
SignatureFD
Georgia
$12K
COCM
61
Charter Oak Capital Management
New Hampshire
$11K +$11K +121 New
CAAS
62
Capital Asset Advisory Services
Michigan
$9K
APA
63
American Portfolios Advisors
New York
$7.37K +$7.37K +80 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$6K
IAIM
65
International Assets Investment Management
Florida
$5K
KFS
66
Kelly Financial Services
Massachusetts
$3.48K
AWA
67
Arkadios Wealth Advisors
Georgia
$3K
TRCT
68
Tower Research Capital (TRC)
New York
$2K
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +15 New
CS
70
Credit Suisse
Switzerland
-$1.3M -16,290 Closed
LGA
71
Lebenthal Global Advisors
New York
-$15K -200 Closed
MCM
72
McMillion Capital Management
North Carolina
-$15K -190 Closed
PAI
73
Pittenger & Anderson Inc
Nebraska
-$14K -175 Closed
ASN
74
Advisory Services Network
Georgia
-$9K -109 Closed