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iShares US Broker-Dealers & Securities Exchanges ETF
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Overview Fund Activity

92 hedge funds and large institutions have $237M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
15
Reduced
32
Closed
19
Calls
$1.72M
Puts
$603K
Net Calls
+$1.11M
Net Calls Change
-$872K

Top Buyers

1
WAS
1
WESPAC Advisors SoCal
California
$7.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.61M
3
PFS
3
Prospera Financial Services
Texas
$2.43M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.65M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
KHLMVGHM
2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$17.8M
4
KHLMTHM
4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$0
5
CI
5
Cavalier Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
76
Cornerstone Planning Group
New Jersey
$12.5K -$4.8K -42 -28%
PS
77
Principal Securities
Iowa
$12.1K -$120K -1,035 -91%
GPFA
78
Game Plan Financial Advisors
Ohio
$11.6K – – –
TWC
79
TD Waterhouse Canada
Ontario, Canada
$11.4K – – –
Russell Investments Group
80
Russell Investments Group
United Kingdom
$8.82K +$8.82K +76 New
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$8.01K +$8.01K +69 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
IPW
83
Impact Partnership Wealth
Georgia
$5.8K – – –
Comerica Bank
84
Comerica Bank
Texas
$4.99K – – –
KFS
85
Kelly Financial Services
Massachusetts
$4.65K – – –
FFA
86
Farther Finance Advisors
California
$4.38K – – –
EWA
87
EverSource Wealth Advisors
Alabama
$4.34K +$4.34K +39 New
WWP
88
WR Wealth Planners
Missouri
$3.6K +$3.6K +31 New
AssetMark Inc
89
AssetMark Inc
California
$2.78K – – –
CPBTD
90
Central Pacific Bank - Trust Division
Hawaii
$2.53K +$2.53K +22 New
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$2.21K +$2.21K +19 New
HFS
92
Hantz Financial Services
Michigan
$2K +$2K +19 New
HNB
93
Huntington National Bank
Ohio
$232 -$217 – –
MIH
94
Meitav Investment House
Israel
– -$52.5M -483,524 Closed
KHLMVGHM
95
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$24.9M -229,976 Closed
KHLMTHM
96
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$9.02M -83,208 Closed
CI
97
Cavalier Investments
Georgia
– -$6.9M -63,531 Closed
GC
98
Grimes & Company
Massachusetts
– -$5.2M -47,909 Closed
YAVAPFMC
99
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
– -$3.06M -28,209 Closed
CCMG
100
Clark Capital Management Group
Pennsylvania
– -$1.77M -16,265 Closed
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