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iShares US Broker-Dealers & Securities Exchanges ETF

85 hedge funds and large institutions have $340M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
20
Reduced
29
Closed
15
Calls
$2.64M
Puts
$651K
Net Calls
+$1.99M
Net Calls Change
+$2.3M
Name Market Value Shares Shares
Change
Shares
Change %
CIM
51
Corbyn Investment Management
Maryland
$236K 2,173 -41 -2%
GEA
52
Glen Eagle Advisors
New Jersey
$231K 2,125 -24 -1%
NSIM
53
North Star Investment Management
Illinois
$179K 1,645
Fidelity Investments
54
Fidelity Investments
Massachusetts
$170K 1,562 -82 -5%
PS
55
Principal Securities
Iowa
$124K 1,139 +1,139 New
GRP
56
Global Retirement Partners
California
$103K 984 -296 -23%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$80.5K 742 -149 -17%
Citigroup
58
Citigroup
New York
$76.8K 708 +23 +3%
SWM
59
Spire Wealth Management
Virginia
$71.1K 678 +678 New
NA
60
NewEdge Advisors
Louisiana
$63.6K 586 -435 -43%
BL
61
Balentine LLC
Georgia
$48.1K 443
CJ
62
Caitlin John
Michigan
$48.1K 443 +443 New
RFA
63
Resurgent Financial Advisors
Georgia
$44.7K 412
IA
64
IFP Advisors
Florida
$32.2K 297 +259 +682%
FFA
65
Founders Financial Alliance
North Carolina
$30.4K 280 +2 +0.7%
SS
66
Sunbelt Securities
Texas
$27.2K 251 +1 +0.4%
US Bancorp
67
US Bancorp
Minnesota
$25.2K 232
TAM
68
Tucker Asset Management
Colorado
$20.7K 191 -90 -32%
CPG
69
Cornerstone Planning Group
New Jersey
$16.4K 151
TRCT
70
Tower Research Capital (TRC)
New York
$15.2K 140
HI
71
Harbour Investments
Wisconsin
$11.2K 103 +73 +243%
GPFA
72
Game Plan Financial Advisors
Ohio
$10.9K 100 +100 New
TWC
73
TD Waterhouse Canada
Ontario, Canada
$10.6K 100
AP
74
Advisors Preferred
Maryland
$9.58K 89 +89 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$8K 72