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iShares US Broker-Dealers & Securities Exchanges ETF

150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
57
Reduced
36
Closed
18
Calls
$694K
Puts
$39K
Net Calls
+$655K
Net Calls Change
+$140K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.16M -$27.8K -216 -2%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.11M -$170K -1,324 -13%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$1.04M +$401K +3,121 +62%
GCA
54
Genesee Capital Advisors
New York
$1.02M +$1.02M +7,912 New
SF
55
Synovus Financial
Georgia
$998K +$2.44K +19 +0.2%
MWA
56
Muirfield Wealth Advisors
North Carolina
$973K +$973K +7,566 New
QAM
57
Q3 Asset Management
Michigan
$916K -$631K -4,890 -41%
FIM
58
Freedom Investment Management
Connecticut
$893K -$34.5K -268 -4%
Mariner
59
Mariner
Kansas
$774K +$16.5K +128 +2%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$754K -$108K -842 -13%
RJT
61
Raymond James Trust
Florida
$672K +$41.5K +323 +7%
SI
62
Stephens Inc
Arkansas
$606K -$243K -1,888 -29%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$561K -$126K -981 -18%
NA
64
NewEdge Advisors
Louisiana
$554K +$62.6K +487 +13%
ACGA
65
Atlanta Consulting Group Advisors
Georgia
$552K +$552K +4,290 New
AWM
66
Avitas Wealth Management
California
$541K -$6.81K -53 -1%
HAS
67
HBW Advisory Services
California
$536K -$1.21M -9,423 -69%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$508K +$66.7K +519 +15%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$492K +$151K +1,177 +44%
ATS
70
Ashton Thomas Securities
New York
$452K +$63.8K +496 +16%
AWCI
71
Alpine Woods Capital Investors
New York
$452K
RWB
72
RMR Wealth Builders
New Jersey
$435K +$435K +3,386 New
AWA
73
Arete Wealth Advisors
Illinois
$428K +$428K +3,333 New
HH
74
Hilltop Holdings
Texas
$398K +$398K +3,096 New
9WM
75
9258 Wealth Management
Ohio
$396K -$20.3K -158 -5%