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

92 hedge funds and large institutions have $237M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
15
Reduced
32
Closed
19
Calls
$1.72M
Puts
$603K
Net Calls
+$1.11M
Net Calls Change
-$872K

Top Buyers

1
WAS
1
WESPAC Advisors SoCal
California
$7.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.61M
3
PFS
3
Prospera Financial Services
Texas
$2.43M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.65M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
KHLMVGHM
2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$17.8M
4
KHLMTHM
4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$0
5
CI
5
Cavalier Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
51
WBI Investments
New Jersey
$252K +$252K +2,171 New
CIM
52
Corbyn Investment Management
Maryland
$249K -$3.25K -28 -1%
GEA
53
Glen Eagle Advisors
New Jersey
$247K – – –
CA
54
Cetera Advisors
Colorado
$244K +$244K +2,105 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$219K +$37.7K +325 +21%
GS
56
GTS Securities
New York
$218K -$645K -5,561 -75%
NSIM
57
North Star Investment Management
Illinois
$202K +$11.3K +97 +6%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$128K +$41.9K +361 +49%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$120K -$488K -4,205 -80%
CT
60
Cambridge Trust
Massachusetts
$102K +$102K +880 New
Citigroup
61
Citigroup
New York
$79.5K -$2.67K -23 -3%
HI
62
Harbour Investments
Wisconsin
$74.4K +$62.4K +538 +522%
NA
63
NewEdge Advisors
Louisiana
$68K – – –
William Blair & Company
64
William Blair & Company
Illinois
$58K +$58K +500 New
BL
65
Balentine LLC
Georgia
$51.4K – – –
CJ
66
Caitlin John
Michigan
$51.4K – – –
GRP
67
Global Retirement Partners
California
$31.8K -$82.5K -710 -72%
US Bancorp
68
US Bancorp
Minnesota
$29.8K +$2.9K +25 +11%
SS
69
Sunbelt Securities
Texas
$29.1K – – –
IA
70
IFP Advisors
Florida
$29.1K -$5.34K -46 -15%
FFA
71
Founders Financial Alliance
North Carolina
$26.8K -$5.68K -49 -18%
S
72
SignatureFD
Georgia
$24.6K +$24.6K +212 New
TAM
73
Tucker Asset Management
Colorado
$22.2K – – –
CA
74
CoreCap Advisors
Michigan
$20.1K +$20.1K +173 New
TRCT
75
Tower Research Capital (TRC)
New York
$16.2K – – –
1 2
3
4 5