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

133 hedge funds and large institutions have $875M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
133
Holders Change
+41
Holders Change %
+44.57%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
38
Reduced
23
Closed
7
Calls
$550K
Puts
$35K
Net Calls
+$515K
Net Calls Change
-$599K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$146M
2
Bank of America
2
Bank of America
North Carolina
$132M
3
RJA
3
Raymond James & Associates
Florida
$107M
4
WA
4
WestEnd Advisors
North Carolina
$91.8M
5
Truist Financial
5
Truist Financial
North Carolina
$92M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$128K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$93.9M
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MM
5
Main Management
California
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
51
GeoWealth Management
Illinois
$782K +$782K +6,684 New
SI
52
Stephens Inc
Arkansas
$772K +$772K +6,600 New
Mariner
53
Mariner
Kansas
$689K -$14.4K -123 -2%
AR
54
Apeiron RIA
Texas
$654K -$27.9K -239 -4%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$625K +$13.8K +118 +2%
MM
56
Main Management
California
$585K -$2.22M -19,000 -79%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$584K +$584K +4,996 New
RJT
58
Raymond James Trust
Florida
$574K +$574K +4,907 New
CI
59
CX Institutional
Indiana
$544K -$5.38K -46 -1%
AWM
60
Avitas Wealth Management
California
$499K +$5.96K +51 +1%
SFI
61
SPC Financial Inc
Maryland
$496K -$17.3K -148 -3%
NA
62
NewEdge Advisors
Louisiana
$447K +$379K +3,237 +552%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$401K +$401K +3,431 New
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$401K +$401K +3,426 New
9WM
65
9258 Wealth Management
Ohio
$378K +$378K +3,236 New
ATS
66
Ashton Thomas Securities
New York
$364K +$364K +3,017 New
AWCI
67
Alpine Woods Capital Investors
New York
$351K – – –
MW
68
Marcum Wealth
Ohio
$323K +$323K +2,762 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$310K +$89.6K +766 +41%
PWP
70
Phillips Wealth Planners
Mississippi
$307K +$842 +7 +0.3%
SAM
71
Secure Asset Management
Michigan
$301K -$23.5K -201 -7%
SW
72
Simplicity Wealth
New Jersey
$295K +$295K +2,520 New
WI
73
WBI Investments
New Jersey
$294K +$40.5K +346 +16%
GS
74
GTS Securities
New York
$294K +$74K +633 +34%
RWS
75
Resolute Wealth Strategies
Mississippi
$293K +$702 +6 +0.2%
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