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

93 hedge funds and large institutions have $519M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+23
Holders Change %
+32.86%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
36
Reduced
12
Closed
10
Calls
$901K
Puts
$235K
Net Calls
+$666K
Net Calls Change
+$214K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$157M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.8M
3
Wells Fargo
3
Wells Fargo
California
$24.8M
4
SFI
4
SPC Financial Inc
Maryland
$18.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$17.5M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$51.1M
2
LPL Financial
2
LPL Financial
California
$5.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$238K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
CM
5
Columbus Macro
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$70K 685 – –
SMG
77
Spectrum Management Group
Indiana
$66K 644 +644 New
GRP
78
Global Retirement Partners
California
$50K 489 -73 -13%
KFS
79
Kelly Financial Services
Massachusetts
$38K 3,869 +3,831 +10,082%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K 323 +323 New
GWM
81
Geneos Wealth Management
Colorado
$32K 313 +313 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$22K 213 +213 New
BW
83
Bison Wealth
Georgia
$14K 142 – –
S
84
SignatureFD
Georgia
$13K 126 +1 +0.8%
AWA
85
Arkadios Wealth Advisors
Georgia
$13K 135 +100 +286%
COCM
86
Charter Oak Capital Management
New Hampshire
$12K 121 – –
CAAS
87
Capital Asset Advisory Services
Michigan
$10K 100 – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$8K 75 +75 New
CCM
89
Covington Capital Management
California
$8K 79 +79 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$6K 54 – –
CFGS
91
Concourse Financial Group Securities
Alabama
$5K 45 +45 New
AAP
92
Arax Advisory Partners
Colorado
$3K 25 +25 New
BCM
93
Barometer Capital Management
Ontario, Canada
– – -12,200 Closed
CM
94
Columbus Macro
Pennsylvania
– – -8,406 Closed
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
– – -5,619 Closed
Goldman Sachs
96
Goldman Sachs
New York
– – -2,340 Closed
FA
97
FDx Advisors
Illinois
– – -2,248 Closed
VFA
98
Voya Financial Advisors
Connecticut
– – -2,182 Closed
MPCG
99
Matrix Private Capital Group
New York
– – -1,537 Closed
SFS
100
Sowell Financial Services
Arkansas
– – -200 Closed
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4
5