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

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
44
Reduced
70
Closed
37
Calls
$5.28M
Puts
$14.3M
Net Calls
-$9.07M
Net Calls Change
-$11.9M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$89.7M
2
AssetMark Inc
AssetMark Inc
California
+$67.3M
3
AWM
Affinity Wealth Management
Delaware
+$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
Bank of America
Bank of America
North Carolina
-$134M
3
Raymond James Financial
Raymond James Financial
Florida
-$108M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$101M
5
Truist Financial
Truist Financial
North Carolina
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$2M -$99.2M -708,057 -98%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$1.94M +$1.4M +9,989 +260%
GVAG
53
Great Valley Advisor Group
Delaware
$1.72M +$18.6K +133 +1%
Goldman Sachs
54
Goldman Sachs
New York
$1.58M +$1.58M +11,254 New
OCM
55
One Capital Management
California
$1.54M +$1.54M +11,000 New
AI
56
Atria Investments
North Carolina
$1.43M -$1.62M -11,587 -53%
PCM
57
Prelude Capital Management
New York
$1.37M +$1.37M +9,767 New
CAG
58
Csenge Advisory Group
Florida
$1.35M +$1.11M +8,368 +461%
SIM
59
Seaview Investment Managers
Florida
$1.27M +$49K +350 +4%
RVM
60
Robinson Value Management
Texas
$1.27M -$7.01K -50 -0.5%
DC
61
Davenport & Co
Virginia
$1.24M -$4.02M -28,672 -76%
P
62
&Partners
Tennessee
$1.2M -$86.3K -619 -7%
BAM
63
Belpointe Asset Management
Nevada
$1.13M +$1.13M +8,074 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$1.1M -$140 -1 -0%
SF
65
Synovus Financial
Georgia
$1.09M +$3.92K +28 +0.4%
ACM
66
Avalon Capital Management
California
$1.09M -$929K -6,634 -46%
BSG
67
Black Swift Group
Colorado
$1.08M +$1.08M +7,695 New
LJAC
68
L.J. Altfest & Co
New York
$1.06M -$1.32M -9,423 -56%
AF
69
Allworth Financial
California
$1.04M -$439K -3,175 -30%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$978K +$273K +1,955 +39%
Jane Street
71
Jane Street
New York
$947K -$1.89M -13,466 -67%
FTS
72
Fifth Third Securities
Ohio
$927K +$393K +2,805 +74%
IA
73
Integrity Alliance
Iowa
$859K +$859K +6,134 New
GCA
74
Genesee Capital Advisors
New York
$827K -$323K -2,305 -28%
AWM
75
Aprio Wealth Management
Georgia
$808K +$302K +2,156 +60%
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