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

108 hedge funds and large institutions have $354M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
16
Increased
49
Reduced
31
Closed
26
Calls
$1.29M
Puts
$569K
Net Calls
+$719K
Net Calls Change
+$444K

Top Buyers

1
Jane Street
Jane Street
New York
+$6.44M
2
Morgan Stanley
Morgan Stanley
New York
+$6.37M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.1M
5
Truist Financial
Truist Financial
North Carolina
+$3.75M

Top Sellers

1
MIH
Meitav Investment House
Israel
-$77M
2
AWM
Affinity Wealth Management
Delaware
-$22.3M
3
BBA
Braun-Bostich & Associates
Pennsylvania
-$22.3M
4
PS
Portfolio Strategies
New York
-$16.1M
5
EF
Empowered Funds
Pennsylvania
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$790K -$13.5K -135 -2%
SF
52
Synovus Financial
Georgia
$737K +$5.2K +52 +0.7%
GCA
53
Genesee Capital Advisors
New York
$707K +$8.19K +82 +1%
OPS
54
Orion Portfolio Solutions
Nebraska
$681K +$471K +4,714 +224%
RVM
55
Robinson Value Management
Texas
$629K -$5.39K -54 -0.8%
AR
56
Apeiron RIA
Texas
$576K +$27.2K +283 +5%
DC
57
Davenport & Co
Virginia
$571K +$125K +1,247 +28%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$514K -$10.3K -104 -2%
WCM
59
WealthBridge Capital Management
Ohio
$497K +$497K +4,977 New
DJYG
60
David J. Yvars Group
Florida
$489K +$489K +4,897 New
Fisher Asset Management
61
Fisher Asset Management
Washington
$485K +$16.1K +161 +3%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$414K -$744K -7,437 -64%
AWS
63
Atria Wealth Solutions
New York
$403K +$403K +4,031 New
CPC
64
Cookson Peirce & Co
Pennsylvania
$397K +$13.6K +136 +4%
IA
65
IFG Advisory
Georgia
$385K +$385K +3,862 New
SC
66
Scotia Capital
Ontario, Canada
$384K -$20.1K -201 -5%
AAS
67
Avantax Advisory Services
Texas
$357K +$139K +1,398 +64%
CA
68
Cetera Advisors
Colorado
$352K +$74.3K +744 +27%
DBIA
69
Dumont & Blake Investment Advisors
New Jersey
$325K +$325K +3,258 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$306K -$36.9K -370 -11%
AWCI
71
Alpine Woods Capital Investors
New York
$300K – – –
FHA
72
Flagship Harbor Advisors
Massachusetts
$296K +$898 +9 +0.3%
KA
73
Kovack Advisors
Florida
$290K +$99.7K +1,001 +52%
Marshall Wace
74
Marshall Wace
United Kingdom
$286K +$107K +1,073 +60%
SG
75
StoneX Group
New York
$284K +$98.2K +983 +53%
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