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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
51
TrinityPoint Wealth
Connecticut
$2.11M -$87K -604 -4%
CIA
52
Concurrent Investment Advisors
Florida
$2.08M -$7.35K -51 -0.4%
ACM
53
Avalon Capital Management
California
$2.07M +$2.07M +14,386 New
BAAM
54
Baker Avenue Asset Management
California
$2.04M +$277K +1,919 +16%
GVAG
55
Great Valley Advisor Group
Delaware
$1.75M +$1.75M +12,132 New
PG
56
Prostatis Group
Maryland
$1.74M +$1.74M +12,088 New
AF
57
Allworth Financial
California
$1.65M +$1.65M +10,722 New
TCA
58
Transcend Capital Advisors
New Jersey
$1.55M -$168K -1,165 -10%
QAM
59
Q3 Asset Management
Michigan
$1.46M +$442K +3,072 +43%
P
60
&Partners
Tennessee
$1.35M +$1.35M +9,254 New
RVM
61
Robinson Value Management
Texas
$1.31M +$1.31M +9,097 New
SIM
62
Seaview Investment Managers
Florida
$1.26M +$1.26M +8,711 New
GCA
63
Genesee Capital Advisors
New York
$1.18M +$42.1K +292 +4%
FEM
64
Fulcrum Equity Management
Texas
$1.18M +$1.18M +8,194 New
Mariner
65
Mariner
Kansas
$1.14M +$277K +1,922 +32%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.14M -$30.4K -211 -3%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.13M -$169K -1,171 -13%
SF
68
Synovus Financial
Georgia
$1.12M +$3.32K +23 +0.3%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$1.02M +$170K +1,180 +20%
MWA
70
Muirfield Wealth Advisors
North Carolina
$1.01M -$76.1K -528 -7%
SSA
71
Schonfeld Strategic Advisors
New York
$1,000K +$1,000K +6,937 New
FIM
72
Freedom Investment Management
Connecticut
$821K -$180K -1,246 -18%
AR
73
Apeiron RIA
Texas
$809K +$467K +3,238 +136%
NA
74
NewEdge Advisors
Louisiana
$734K +$113K +781 +18%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$729K +$160K +1,111 +28%