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iShares US Broker-Dealers & Securities Exchanges ETF

110 hedge funds and large institutions have $567M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
32
Reduced
51
Closed
21
Calls
$27K
Puts
$10.9M
Net Calls
-$10.8M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
51
Synovus Financial
Georgia
$690K +$3.3K +36 +0.5%
GCA
52
Genesee Capital Advisors
New York
$655K +$42.2K +461 +7%
WEG
53
World Equity Group
Illinois
$648K +$648K +6,902 New
BCI
54
Brinker Capital Investments
Pennsylvania
$643K -$45.2K -493 -7%
OPS
55
Orion Portfolio Solutions
Nebraska
$643K +$643K +7,022 New
NA
56
NewEdge Advisors
Louisiana
$612K -$1.3M -14,171 -68%
KAS
57
Kestra Advisory Services
Texas
$605K -$932K -10,170 -61%
AR
58
Apeiron RIA
Texas
$600K +$62K +677 +12%
CCA
59
Cadent Capital Advisors
Oklahoma
$463K -$1.47K -16 -0.3%
ASFA
60
All Season Financial Advisors
Colorado
$455K +$165K +1,803 +57%
IP
61
Ignite Planners
California
$444K +$50K +561 +13%
WCM
62
WealthBridge Capital Management
Ohio
$419K -$53K -578 -11%
MFG
63
Merit Financial Group
Georgia
$382K +$382K +4,167 New
CF
64
Centaurus Financial
California
$375K +$122K +1,335 +48%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$374K +$117K +1,273 +45%
CA
66
Continuum Advisory
Idaho
$320K -$45.3K -494 -12%
AAS
67
Avantax Advisory Services
Texas
$310K -$41.8K -456 -12%
W
68
WealthOne
New York
$293K -$17.2K -188 -6%
SI
69
Stephens Inc
Arkansas
$291K -$3.84M -41,946 -93%
HIM
70
Hanlon Investment Management
New Jersey
$286K -$28K -305 -9%
AWCI
71
Alpine Woods Capital Investors
New York
$275K
CW
72
CreativeOne Wealth
Kansas
$262K +$262K +2,854 New
JWCA
73
J.W. Cole Advisors
Florida
$258K -$23.7K -259 -8%
AWM
74
Avitas Wealth Management
California
$250K +$45.2K +493 +22%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$235K -$7.53M -82,311 -97%