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iShares US Broker-Dealers & Securities Exchanges ETF

110 hedge funds and large institutions have $567M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
32
Reduced
51
Closed
21
Calls
$27K
Puts
$10.9M
Net Calls
-$10.8M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DBIA
76
Dumont & Blake Investment Advisors
New Jersey
$230K +$1.1K +12 +0.5%
NWA
77
Navis Wealth Advisors
New York
$229K
RWS
78
Resolute Wealth Strategies
Mississippi
$225K +$225K +2,458 New
DJYG
79
David J. Yvars Group
Florida
$218K -$43.1K -470 -16%
GCM
80
Gunderson Capital Management
South Carolina
$217K -$13.1K -143 -6%
GRP
81
Global Retirement Partners
California
$216K +$93K +1,067 +76%
CPC
82
Cookson Peirce & Co
Pennsylvania
$216K +$216K +2,352 New
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$214K -$906K -9,884 -81%
GEA
84
Glen Eagle Advisors
New Jersey
$210K -$916 -10 -0.4%
CIM
85
Corbyn Investment Management
Maryland
$207K +$1.65K +18 +0.8%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$198K +$23.8K +260 +14%
NSIM
87
North Star Investment Management
Illinois
$151K
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$131K +$74.8K +819 +134%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$99.9K -$24.8K -271 -20%
AIC
90
Ayalon Insurance Company
Israel
$73K -$1.14M -12,500 -94%
TWA
91
TCI Wealth Advisors
Arizona
$68.7K +$68.7K +750 New
Citigroup
92
Citigroup
New York
$62.8K
SS
93
Sunbelt Securities
Texas
$43.4K +$43.4K +481 New
TAM
94
Tucker Asset Management
Colorado
$42.4K -$2.57K -28 -6%
BL
95
Balentine LLC
Georgia
$40.6K
RFA
96
Resurgent Financial Advisors
Georgia
$37.8K
TRCT
97
Tower Research Capital (TRC)
New York
$31K +$29.2K +320 +1,600%
TWC
98
TD Waterhouse Canada
Ontario, Canada
$27.4K +$16.5K +150 +150%
FFA
99
Founders Financial Alliance
North Carolina
$27.2K -$31.9K -348 -54%
IA
100
IFP Advisors
Florida
$14.8K -$103K -1,532 -87%