IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF

114 hedge funds and large institutions have $587M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
39
Reduced
29
Closed
9
Calls
$365K
Puts
$644K
Net Calls
-$279K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Shares
Change %
DJYG
76
David J. Yvars Group
Florida
$274K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$269K -$82.1K -855 -23%
CF
78
Centaurus Financial
California
$265K +$265K +2,761 New
GCM
79
Gunderson Capital Management
South Carolina
$242K +$242K +2,514 New
NWA
80
Navis Wealth Advisors
New York
$240K
DBIA
81
Dumont & Blake Investment Advisors
New Jersey
$240K +$2.5K +26 +1%
GEA
82
Glen Eagle Advisors
New Jersey
$221K +$19.6K +204 +10%
CIM
83
Corbyn Investment Management
Maryland
$216K +$216K +2,243 New
AWM
84
Avitas Wealth Management
California
$214K +$214K +2,231 New
GSIAS
85
Garden State Investment Advisory Services
New Jersey
$212K +$212K +2,203 New
FCM
86
Family Capital Management
Michigan
$205K +$205K +2,130 New
IA
87
IFG Advisory
Georgia
$200K -$61.7K -644 -24%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$183K -$102K -1,063 -36%
NSIM
89
North Star Investment Management
Illinois
$158K +$158K +1,645 New
GRP
90
Global Retirement Partners
California
$136K +$673 +7 +0.5%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$131K +$5.48K +57 +4%
IA
92
IFP Advisors
Florida
$119K +$46.7K +688 +65%
MWM
93
MinichMacGregor Wealth Management
New York
$111K +$111K +1,150 New
CAL
94
Capital Analysts LLC
Pennsylvania
$109K +$109K +1,129 New
SWM
95
Spire Wealth Management
Virginia
$108K +$31K +323 +40%
Citigroup
96
Citigroup
New York
$65.8K
FFA
97
Founders Financial Alliance
North Carolina
$62K -$1.25K -13 -2%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$58K +$49.3K +518 +563%
HI
99
Harbour Investments
Wisconsin
$47.6K +$44.7K +465 +1,550%
TAM
100
Tucker Asset Management
Colorado
$47.5K