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

120 hedge funds and large institutions have $550M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
27
Increased
47
Reduced
32
Closed
21
Calls
$1.94M
Puts
$1.66M
Net Calls
+$275K
Net Calls Change
+$419K

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$89.9M
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$22.3M
3
EF
3
Empowered Funds
Pennsylvania
$14.6M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$6.35M
5
SA
5
SFI Advisors
New Jersey
$6.25M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
LPL Financial
2
LPL Financial
California
$6.97M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.65M
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
QAM
5
Q3 Asset Management
Michigan
$900K
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$326K 2,956 -4,186 -59%
CA
77
Cetera Advisors
Colorado
$306K 2,781 -2,239 -45%
CIM
78
Corbyn Investment Management
Maryland
$302K 2,743 +308 +13%
JWCA
79
J.W. Cole Advisors
Florida
$285K 2,583 +2,583 New
TW
80
TrinityPoint Wealth
Connecticut
$278K 2,525 -100 -4%
NWA
81
Navis Wealth Advisors
New York
$276K 2,500 – –
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$268K 2,429 -2,711 -53%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$268K 2,436 +104 +4%
WANY
84
Wealthspire Advisors (New York)
New York
$255K 2,310 -175 -7%
AAS
85
Avantax Advisory Services
Texas
$241K 2,189 -32 -1%
HWA
86
HCR Wealth Advisors
California
$237K 2,155 -218 -9%
NFG
87
Next Financial Group
Texas
$234K 2,122 -526 -20%
OPS
88
Orion Portfolio Solutions
Nebraska
$231K 2,100 +2,100 New
GEA
89
Glen Eagle Advisors
New Jersey
$231K 2,095 – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$220K 1,999 +2 +0.1%
KA
91
Kovack Advisors
Florida
$211K 1,911 -1,516 -44%
FAG
92
Fortitude Advisory Group
Washington
$206K 1,867 +1,867 New
SG
93
StoneX Group
New York
$205K 1,861 +1,861 New
LJAC
94
L.J. Altfest & Co
New York
$204K 1,852 -1,402 -43%
Marshall Wace
95
Marshall Wace
United Kingdom
$198K 1,797 +1,797 New
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$188K 1,706 +25 +1%
BDWM
97
Brewin Dolphin Wealth Management
Ireland
$157K 1,425 +385 +37%
AF
98
Advisornet Financial
Minnesota
$124K 1,124 +410 +57%
AWM
99
Accel Wealth Management
Iowa
$83K 752 +752 New
Citigroup
100
Citigroup
New York
$75K 685 – –
2 3
4
5 6