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iShares US Broker-Dealers & Securities Exchanges ETF

85 hedge funds and large institutions have $340M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
20
Reduced
29
Closed
15
Calls
$2.64M
Puts
$651K
Net Calls
+$1.99M
Net Calls Change
+$2.3M
Name Market Value Shares Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$7.81K 72 +72 New
NFA
77
Northwest Financial Advisors
Virginia
$6.95K 64 +64 New
IPW
78
Impact Partnership Wealth
Georgia
$5.43K 50 -25 -33%
Comerica Bank
79
Comerica Bank
Texas
$4.67K 43
KFS
80
Kelly Financial Services
Massachusetts
$4.33K 40
FFA
81
Farther Finance Advisors
California
$4.12K 38 +38 New
FCMT
82
Founders Capital Management (Texas)
Texas
$4.02K 37
SIS
83
Sound Income Strategies
Florida
$3.91K 36 +36 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$3.06K 28 +28 New
AssetMark Inc
85
AssetMark Inc
California
$2.61K 24 -201 -89%
HNB
86
Huntington National Bank
Ohio
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
-15,279 Closed
LJAC
88
L.J. Altfest & Co
New York
-11,690 Closed
OPS
89
Orion Portfolio Solutions
Nebraska
-7,000 Closed
BCI
90
Brinker Capital Investments
Pennsylvania
-7,000 Closed
OC
91
Oppenheimer & Co
New York
-6,469 Closed
GCP
92
GSA Capital Partners
United Kingdom
-2,975 Closed
GCM
93
Gunderson Capital Management
South Carolina
-2,309 Closed
HF
94
HRT Financial
New York
-2,264 Closed
AIC
95
Ayalon Insurance Company
Israel
-800 Closed
PTC
96
Private Trust Company
Ohio
-311 Closed
BA
97
Ballast Advisors
Minnesota
-241 Closed
CG
98
Cutler Group
California
-100 Closed
KA
99
Kozak & Associates
Colorado
-40 Closed
VWM
100
Venturi Wealth Management
Texas
-26 Closed