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iShares US Broker-Dealers & Securities Exchanges ETF

84 hedge funds and large institutions have $359M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-26
Holders Change %
-23.64%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
12
Increased
16
Reduced
44
Closed
38
Calls
$27K
Puts
$3.43M
Net Calls
-$3.4M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
76
McMillion Capital Management
North Carolina
$17.2K +$17.2K +190 New
CPG
77
Cornerstone Planning Group
New Jersey
$13.7K +$13.7K +151 New
TRCT
78
Tower Research Capital (TRC)
New York
$12.7K -$18.2K -200 -59%
Simplex Trading
79
Simplex Trading
Illinois
$9K +$9K +100 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$7K +$3.99K +41 +132%
IPW
81
Impact Partnership Wealth
Georgia
$6.81K +$6.81K +75 New
IA
82
IFP Advisors
Florida
$4.63K -$36.1K -195 -89%
KFS
83
Kelly Financial Services
Massachusetts
$3.59K +$90 +1 +3%
HI
84
Harbour Investments
Wisconsin
$2.72K
HNB
85
Huntington National Bank
Ohio
$182 -$183 -2 Closed
AWM
86
Affinity Wealth Management
Delaware
-$14M -152,363 Closed
ACP
87
Aveo Capital Partners
Colorado
-$3.56M -38,899 Closed
Jane Street
88
Jane Street
New York
-$3.47M -37,885 Closed
Goldman Sachs
89
Goldman Sachs
New York
-$2.39M -26,116 Closed
AG
90
Ascent Group
Virginia
-$2.08M -22,676 Closed
CAG
91
Csenge Advisory Group
Florida
-$1.71M -18,657 Closed
AI
92
Atria Investments
North Carolina
-$1.47M -15,999 Closed
KWM
93
Kingsview Wealth Management
Oregon
-$1.46M -15,898 Closed
CCG
94
Capital CS Group
California
-$1.43M -15,647 Closed
Mariner
95
Mariner
Kansas
-$1.13M -12,308 Closed
HF
96
HRT Financial
New York
-$1.04M -11,367 Closed
BCM
97
Beaumont Capital Management
Massachusetts
-$953K -10,398 Closed
Baird Financial Group
98
Baird Financial Group
Wisconsin
-$927K -10,121 Closed
WEG
99
World Equity Group
Illinois
-$648K -6,902 Closed
KAS
100
Kestra Advisory Services
Texas
-$605K -6,600 Closed