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iShares US Broker-Dealers & Securities Exchanges ETF

178 hedge funds and large institutions have $891M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
51
Reduced
63
Closed
28
Calls
$4.34M
Puts
$21.9M
Net Calls
-$17.6M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
RVM
51
Robinson Value Management
Texas
$1.53M
P
52
&Partners
Tennessee
$1.44M -$24.2K -143 -2%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$1.43M +$258K +1,548 +22%
BAM
54
Belpointe Asset Management
Nevada
$1.32M -$40.9K -242 -3%
SF
55
Synovus Financial
Georgia
$1.32M +$2.37K +14 +0.2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.32M -$8.12K -48 -0.6%
AI
57
Atria Investments
North Carolina
$1.28M -$445K -2,632 -26%
IA
58
IFG Advisory
Georgia
$1.2M +$950K +5,615 +378%
TPA
59
Trivium Point Advisory
Connecticut
$1.17M +$1.17M +6,932 New
AF
60
Allworth Financial
California
$1.12M -$157K -927 -12%
AssetMark Inc
61
AssetMark Inc
California
$1.11M -$96.1M -568,218 -99%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.06M +$262K +1,546 +33%
FTS
63
Fifth Third Securities
Ohio
$1M -$118K -699 -11%
AR
64
Apeiron RIA
Texas
$943K +$18.3K +108 +2%
AWM
65
Aprio Wealth Management
Georgia
$927K -$48.5K -287 -5%
EH
66
Equitable Holdings
New York
$908K +$590K +3,486 +185%
JWM
67
Jackson Wealth Management
Florida
$861K +$18.3K +108 +2%
NA
68
NewEdge Advisors
Louisiana
$829K +$338 +2 +0%
GFPC
69
Global Financial Private Client
Florida
$800K +$186K +1,102 +30%
Lido Advisors
70
Lido Advisors
California
$795K -$24.4K -144 -3%
CFIM
71
Client First Investment Management
Wisconsin
$791K +$791K +4,677 New
DC
72
Davenport & Co
Virginia
$783K -$719K -4,251 -48%
HVP
73
Hudson Value Partners
Florida
$752K -$7.44K -44 -1%
IWC
74
Integrated Wealth Concepts
Massachusetts
$694K +$694K +4,102 New
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$681K -$1.66M -9,802 -71%