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iShares US Broker-Dealers & Securities Exchanges ETF

83 hedge funds and large institutions have $283M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
16
Reduced
31
Closed
10
Calls
$46K
Puts
$364K
Net Calls
-$318K
Net Calls Change
+$3.09M
Name Market Value Shares Shares
Change
Shares
Change %
CIM
51
Corbyn Investment Management
Maryland
$202K 2,214
GEA
52
Glen Eagle Advisors
New Jersey
$196K 2,149 -141 -6%
NSIM
53
North Star Investment Management
Illinois
$150K 1,645
Fidelity Investments
54
Fidelity Investments
Massachusetts
$150K 1,644 +2 +0.1%
GRP
55
Global Retirement Partners
California
$114K 1,280 -157 -11%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$94.9K 1,042
NA
57
NewEdge Advisors
Louisiana
$92.9K 1,021 -386 -27%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$81.1K 891 -105 -11%
AIC
59
Ayalon Insurance Company
Israel
$73K 800
Citigroup
60
Citigroup
New York
$62.4K 685
BL
61
Balentine LLC
Georgia
$40.3K 443
RFA
62
Resurgent Financial Advisors
Georgia
$37.5K 412
PTC
63
Private Trust Company
Ohio
$28.3K 311 +311 New
TAM
64
Tucker Asset Management
Colorado
$25.6K 281
FFA
65
Founders Financial Alliance
North Carolina
$25.3K 278
SS
66
Sunbelt Securities
Texas
$22.8K 250 -233 -48%
BA
67
Ballast Advisors
Minnesota
$21.9K 241 +241 New
US Bancorp
68
US Bancorp
Minnesota
$21.1K 232
AssetMark Inc
69
AssetMark Inc
California
$20.5K 225 -315 -58%
CPG
70
Cornerstone Planning Group
New Jersey
$13.7K 151
TRCT
71
Tower Research Capital (TRC)
New York
$12.7K 140
TWC
72
TD Waterhouse Canada
Ontario, Canada
$9.02K 100 -150 -60%
CG
73
Cutler Group
California
$9K 100 +100 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$7K 72
IPW
75
Impact Partnership Wealth
Georgia
$6.83K 75