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

150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
57
Reduced
36
Closed
18
Calls
$694K
Puts
$39K
Net Calls
+$655K
Net Calls Change
+$140K

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$106M
2
SFI
2
SPC Financial Inc
Maryland
$17M
3
Stifel Financial
3
Stifel Financial
Missouri
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.9M
5
MWM
5
MinichMacGregor Wealth Management
New York
$10.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$113M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$100M
4
WA
4
WestEnd Advisors
North Carolina
$98.4M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KNW
76
Kesler Norman & Wride
Utah
$384K +$384K +2,988 New
Comerica Bank
77
Comerica Bank
Texas
$373K +$77.5K +603 +26%
ACP
78
Aveo Capital Partners
Colorado
$370K +$370K +2,876 New
WI
79
WBI Investments
New Jersey
$366K +$42.2K +328 +13%
MW
80
Marcum Wealth
Ohio
$347K -$8.36K -65 -2%
PWP
81
Phillips Wealth Planners
Mississippi
$337K -$14.5K -105 -4%
SW
82
Simplicity Wealth
New Jersey
$335K +$10.8K +84 +3%
SPC
83
Sigma Planning Corp
Michigan
$326K +$326K +2,534 New
RWS
84
Resolute Wealth Strategies
Mississippi
$323K +$771 +6 +0.2%
NWA
85
Navis Wealth Advisors
New York
$321K – – –
SF
86
Summit Financial
New Jersey
$306K – – –
AR
87
Apeiron RIA
Texas
$305K -$413K -3,215 -58%
PAS
88
Park Avenue Securities
New York
$284K +$18.5K +144 +7%
CF
89
Centaurus Financial
California
$277K -$8.99K -70 -3%
GEA
90
Glen Eagle Advisors
New Jersey
$273K – – –
CI
91
CX Institutional
Indiana
$255K -$344K -2,673 -57%
GM
92
GeoWealth Management
Illinois
$249K -$611K -4,749 -71%
AG
93
Ascent Group
Virginia
$247K -$25.5K -198 -9%
Wolverine Trading
94
Wolverine Trading
Illinois
$247K +$247K +1,923 New
SAM
95
Secure Asset Management
Michigan
$239K -$91.6K -712 -28%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$238K +$10.5K +82 +5%
TI
97
Trexquant Investment
Connecticut
$232K +$232K +1,801 New
NSIM
98
North Star Investment Management
Illinois
$224K – – –
CIM
99
Corbyn Investment Management
Maryland
$221K – – –
SL
100
SWMG LLC
Texas
$212K +$212K +1,428 New
2 3
4
5 6