IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
76
Jackson Wealth Management
Florida
$714K +$714K +4,954 New
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$712K +$82.6K +573 +13%
GS
78
GTS Securities
New York
$712K +$712K +4,941 New
SI
79
Stephens Inc
Arkansas
$626K -$53.2K -369 -8%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$624K +$72.5K +503 +13%
PAS
81
Park Avenue Securities
New York
$621K +$302K +2,098 +95%
AWM
82
Avitas Wealth Management
California
$574K -$33.1K -230 -5%
HVP
83
Hudson Value Partners
Florida
$558K +$558K +3,869 New
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$554K +$554K +3,842 New
FTS
85
Fifth Third Securities
Ohio
$549K +$549K +3,811 New
HAS
86
HBW Advisory Services
California
$533K -$67.4K -468 -11%
AWM
87
Aprio Wealth Management
Georgia
$520K +$520K +3,612 New
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$503K +$503K +3,492 New
RWB
89
RMR Wealth Builders
New Jersey
$487K -$1.01K -7 -0.2%
WA
90
Waverly Advisors
Alabama
$442K +$442K +3,066 New
AWCI
91
Alpine Woods Capital Investors
New York
$432K
KNW
92
Kesler Norman & Wride
Utah
$432K +$1.01K +7 +0.2%
HH
93
Hilltop Holdings
Texas
$424K -$21.9K -152 -5%
KWA
94
Kingswood Wealth Advisors
California
$419K +$419K +2,911 New
AWA
95
Arete Wealth Advisors
Illinois
$380K -$99.8K -693 -21%
Comerica Bank
96
Comerica Bank
Texas
$378K -$39.3K -273 -9%
PS
97
Principal Securities
Iowa
$376K +$361K +2,507 +2,388%
KAS
98
Kestra Advisory Services
Texas
$367K +$367K +2,544 New
SPC
99
Sigma Planning Corp
Michigan
$366K +$432 +3 +0.1%
MW
100
Marcum Wealth
Ohio
$361K -$27.8K -193 -7%