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

114 hedge funds and large institutions have $460M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+21
Holders Change %
+22.58%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
47
Reduced
23
Closed
7
Calls
$2.22M
Puts
$2.36M
Net Calls
-$144K
Net Calls Change
-$810K

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$21.5M
2
PS
2
Portfolio Strategies
New York
$15.6M
3
LPL Financial
3
LPL Financial
California
$14.8M
4
MIH
4
Meitav Investment House
Israel
$59.4M
5
Wells Fargo
5
Wells Fargo
California
$32.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$90K
2
LJAC
2
L.J. Altfest & Co
New York
$340K
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
FTUS
4
Flow Traders U.S.
New York
$238K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.15M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$863K 8,263 +3,496 +73%
KPWS
52
Kestra Private Wealth Services
Texas
$812K 7,776 +7,776 New
SF
53
Synovus Financial
Georgia
$761K 7,291 +32 +0.4%
CFA
54
Carroll Financial Associates
North Carolina
$756K 7,242 -368 -5%
GCA
55
Genesee Capital Advisors
New York
$751K 7,191 +7,191 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$729K 7,142 – –
SMG
57
Spectrum Management Group
Indiana
$597K 5,718 +5,074 +788%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$594K 5,688 +5,688 New
RVM
59
Robinson Value Management
Texas
$584K 5,595 +71 +1%
Renaissance Technologies
60
Renaissance Technologies
New York
$574K 5,500 +5,500 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$537K 5,140 +139 +3%
CAG
62
Csenge Advisory Group
Florida
$528K 4,983 -9,462 -66%
CA
63
Cetera Advisors
Colorado
$524K 5,020 +2,671 +114%
RAM
64
Riggs Asset Management
Pennsylvania
$478K 4,580 -76 -2%
DC
65
Davenport & Co
Virginia
$467K 4,469 +230 +5%
AWM
66
Avitas Wealth Management
California
$430K 4,119 -44 -1%
CPC
67
Cookson Peirce & Co
Pennsylvania
$424K 4,063 +30 +0.7%
AFWM
68
AMJ Financial Wealth Management
Virginia
$407K 3,902 +3,902 New
APA
69
American Portfolios Advisors
New York
$405K 3,875 +3,158 +440%
Fisher Asset Management
70
Fisher Asset Management
Washington
$377K 3,607 +666 +23%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$359K 3,438 +300 +10%
KA
72
Kovack Advisors
Florida
$358K 3,427 +88 +3%
LJAC
73
L.J. Altfest & Co
New York
$340K 3,254 -51,453 -94%
AWCI
74
Alpine Woods Capital Investors
New York
$313K 3,000 – –
SSCA
75
South Shore Capital Advisors
Massachusetts
$313K 3,000 +3,000 New
1 2
3
4 5