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

120 hedge funds and large institutions have $550M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
27
Increased
47
Reduced
32
Closed
21
Calls
$1.94M
Puts
$1.66M
Net Calls
+$275K
Net Calls Change
+$419K

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$89.9M
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$22.3M
3
EF
3
Empowered Funds
Pennsylvania
$14.6M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.35M
5
FEM
5
Fulcrum Equity Management
Texas
$3.99M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
LPL Financial
2
LPL Financial
California
$6.97M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.65M
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
QAM
5
Q3 Asset Management
Michigan
$900K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
51
Barometer Capital Management
Ontario, Canada
$1.32M 12,000 -2,200 -15%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.28M 11,578 +2,343 +25%
GDP
53
Great Diamond Partners
Maine
$1.16M 10,538 +1,567 +17%
WB
54
WesBanco Bank
West Virginia
$1.14M 10,329 – –
LG
55
Leuthold Group
Minnesota
$1.01M 9,201 +629 +7%
AI
56
Atria Investments
North Carolina
$1.01M 9,169 -1,429 -13%
TRCT
57
Tower Research Capital (TRC)
New York
$975K 8,850 +8,826 +36,775%
KPWS
58
Kestra Private Wealth Services
Texas
$908K 8,239 +463 +6%
QAM
59
Q3 Asset Management
Michigan
$900K 8,171 -49,826 -86%
BCI
60
Brinker Capital Investments
Pennsylvania
$886K 8,044 +8,044 New
SF
61
Synovus Financial
Georgia
$806K 7,324 +33 +0.5%
GCA
62
Genesee Capital Advisors
New York
$771K 7,000 -191 -3%
WP
63
WealthSource Partners
California
$731K 6,630 +6,630 New
RVM
64
Robinson Value Management
Texas
$700K 6,354 +759 +14%
AR
65
Apeiron RIA
Texas
$629K 5,711 +5,711 New
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$626K 5,273 +5,273 New
Fisher Asset Management
67
Fisher Asset Management
Washington
$517K 4,694 +1,087 +30%
DC
68
Davenport & Co
Virginia
$492K 4,469 – –
AWM
69
Avitas Wealth Management
California
$447K 4,056 -63 -2%
SC
70
Scotia Capital
Ontario, Canada
$446K 4,045 +4,045 New
CPC
71
Cookson Peirce & Co
Pennsylvania
$423K 3,838 -225 -6%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$379K 3,438 – –
Jane Street
73
Jane Street
New York
$336K 3,047 +3,047 New
NA
74
NewEdge Advisors
Louisiana
$334K 3,029 +180 +6%
AWCI
75
Alpine Woods Capital Investors
New York
$331K 3,000 – –
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3
4 5