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iShares US Broker-Dealers & Securities Exchanges ETF

108 hedge funds and large institutions have $354M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
16
Increased
49
Reduced
31
Closed
26
Calls
$1.29M
Puts
$569K
Net Calls
+$719K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$272K +$28.4K +284 +12%
JWCA
77
J.W. Cole Advisors
Florida
$267K +$8.89K +89 +3%
NWA
78
Navis Wealth Advisors
New York
$250K
TW
79
TrinityPoint Wealth
Connecticut
$247K -$4.79K -48 -2%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$244K +$225K +2,252 +1,198%
CIM
81
Corbyn Investment Management
Maryland
$243K -$30.6K -307 -11%
CAN
82
Cetera Advisor Networks
California
$232K +$232K +2,318 New
GEA
83
Glen Eagle Advisors
New Jersey
$209K
HWA
84
HCR Wealth Advisors
California
$208K -$6.88K -69 -3%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$203K +$2.8K +28 +1%
AWM
86
Avitas Wealth Management
California
$201K -$203K -2,039 -50%
FAG
87
Fortitude Advisory Group
Washington
$188K +$1.3K +13 +0.7%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$170K
BDWM
89
Brewin Dolphin Wealth Management
Ireland
$142K
AF
90
Advisornet Financial
Minnesota
$123K +$10.6K +106 +9%
GRP
91
Global Retirement Partners
California
$121K +$121K +1,392 New
AWM
92
Accel Wealth Management
Iowa
$76K +$602 +6 +0.8%
Citigroup
93
Citigroup
New York
$68K
AssetMark Inc
94
AssetMark Inc
California
$65K
FFA
95
Founders Financial Alliance
North Carolina
$61K +$25.3K +252 +71%
IA
96
IFP Advisors
Florida
$56K +$56K +830 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$22K
PFS
98
Prospera Financial Services
Texas
$17K +$17K +169 New
S
99
SignatureFD
Georgia
$13K +$102 +1 +0.8%
TWC
100
TD Waterhouse Canada
Ontario, Canada
$9.99K