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

133 hedge funds and large institutions have $875M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+41
Holders Change %
+44.57%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
38
Reduced
23
Closed
7
Calls
$550K
Puts
$35K
Net Calls
+$515K
Net Calls Change
-$599K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$146M
2
Bank of America
2
Bank of America
North Carolina
$132M
3
RJA
3
Raymond James & Associates
Florida
$107M
4
WA
4
WestEnd Advisors
North Carolina
$91.8M
5
Truist Financial
5
Truist Financial
North Carolina
$92M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$128K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$93.9M
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MM
5
Main Management
California
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
76
Navis Wealth Advisors
New York
$292K – – –
Millennium Management
77
Millennium Management
New York
$290K +$290K +2,483 New
SF
78
Summit Financial
New Jersey
$279K – – –
Comerica Bank
79
Comerica Bank
Texas
$268K +$263K +2,253 +5,240%
CF
80
Centaurus Financial
California
$260K -$4.79K -41 -2%
OCPWS
81
One Charles Private Wealth Services
Massachusetts
$255K +$255K +2,179 New
GEA
82
Glen Eagle Advisors
New Jersey
$249K – – –
AG
83
Ascent Group
Virginia
$248K +$248K +2,123 New
PAS
84
Park Avenue Securities
New York
$242K +$242K +2,067 New
IA
85
IFG Advisory
Georgia
$209K +$209K +1,791 New
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$207K +$207K +1,771 New
NSIM
87
North Star Investment Management
Illinois
$204K – – –
CIM
88
Corbyn Investment Management
Maryland
$201K -$49.6K -424 -20%
TWP
89
Triad Wealth Partners
Kansas
$136K +$136K +1,166 New
GI
90
Gradient Investments
Minnesota
$128K -$35.4M -302,687 -100%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$127K -$1.99K -17 -2%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$115K +$115K +987 New
Citigroup
93
Citigroup
New York
$80.1K – – –
AP
94
Advisors Preferred
Maryland
$61.8K +$61.8K +524 New
William Blair & Company
95
William Blair & Company
Illinois
$58.5K – – –
BL
96
Balentine LLC
Georgia
$51.8K – – –
CJ
97
Caitlin John
Michigan
$48.4K -$3.39K -29 -7%
HI
98
Harbour Investments
Wisconsin
$45.8K -$29.3K -250 -39%
S
99
SignatureFD
Georgia
$42K +$17.2K +147 +69%
GRP
100
Global Retirement Partners
California
$39K +$7.01K +60 +22%
2 3
4
5 6