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iShares US Broker-Dealers & Securities Exchanges ETF

84 hedge funds and large institutions have $359M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-26
Holders Change %
-23.64%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
12
Increased
16
Reduced
44
Closed
38
Calls
$27K
Puts
$3.43M
Net Calls
-$3.4M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$270K +$270K +2,972 New
AWM
52
Avitas Wealth Management
California
$251K +$4.18K +46 +2%
NWA
53
Navis Wealth Advisors
New York
$227K
RWS
54
Resolute Wealth Strategies
Mississippi
$224K +$1.09K +12 +0.5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$223K -$148K -1,623 -40%
SF
56
Summit Financial
New Jersey
$222K +$222K +2,443 New
GCM
57
Gunderson Capital Management
South Carolina
$214K -$1.63K -18 -0.8%
GEA
58
Glen Eagle Advisors
New Jersey
$208K +$91 +1 +0%
CIM
59
Corbyn Investment Management
Maryland
$201K -$4.27K -47 -2%
NSIM
60
North Star Investment Management
Illinois
$149K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$149K -$47.2K -520 -24%
GRP
62
Global Retirement Partners
California
$130K -$94.7K -1,043 -42%
NA
63
NewEdge Advisors
Louisiana
$128K -$478K -5,269 -79%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$94.6K -$35.1K -387 -27%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$90.4K -$8.53K -94 -9%
AIC
66
Ayalon Insurance Company
Israel
$73K
Citigroup
67
Citigroup
New York
$62.2K
AssetMark Inc
68
AssetMark Inc
California
$49K -$115M -1,264,430 -100%
SS
69
Sunbelt Securities
Texas
$43.8K +$181 +2 +0.4%
BL
70
Balentine LLC
Georgia
$40.2K
RFA
71
Resurgent Financial Advisors
Georgia
$37.4K
TWC
72
TD Waterhouse Canada
Ontario, Canada
$27.3K
TAM
73
Tucker Asset Management
Colorado
$25.5K -$16.5K -182 -39%
FFA
74
Founders Financial Alliance
North Carolina
$25.2K -$1.72K -19 -6%
US Bancorp
75
US Bancorp
Minnesota
$21.1K +$21.1K +232 New