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

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
44
Reduced
70
Closed
37
Calls
$5.28M
Puts
$14.3M
Net Calls
-$9.07M
Net Calls Change
-$11.9M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$89.7M
2
AssetMark Inc
AssetMark Inc
California
+$67.3M
3
AWM
Affinity Wealth Management
Delaware
+$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
Bank of America
Bank of America
North Carolina
-$134M
3
Raymond James Financial
Raymond James Financial
Florida
-$108M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$101M
5
Truist Financial
Truist Financial
North Carolina
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$785K -$202K -1,441 -20%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$777K -$2.01M -14,345 -72%
AR
78
Apeiron RIA
Texas
$766K -$20.2K -144 -3%
WA
79
WestEnd Advisors
North Carolina
$730K -$98.5M -702,807 -99%
JWM
80
Jackson Wealth Management
Florida
$698K +$3.78K +27 +0.5%
NA
81
NewEdge Advisors
Louisiana
$686K -$27.2K -194 -4%
Lido Advisors
82
Lido Advisors
California
$679K +$679K +4,844 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$661K -$31K -221 -4%
MWA
84
Muirfield Wealth Advisors
North Carolina
$634K -$352K -2,514 -36%
HVP
85
Hudson Value Partners
Florida
$629K +$87K +621 +16%
AG
86
Ascent Group
Virginia
$586K +$370K +2,642 +172%
BCM
87
Beaumont Capital Management
Massachusetts
$573K +$573K +4,090 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$544K -$62.8K -448 -10%
SCA
89
Southern Capital Advisors
Tennessee
$528K +$528K +3,771 New
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$528K +$38.5K +275 +8%
GFPC
91
Global Financial Private Client
Florida
$508K +$508K +3,626 New
HIM
92
Hanlon Investment Management
New Jersey
$489K +$489K +3,488 New
PAS
93
Park Avenue Securities
New York
$481K -$123K -878 -20%
HAS
94
HBW Advisory Services
California
$462K -$57K -407 -11%
JCM
95
Janney Capital Management
Pennsylvania
$450K +$450K +3,209 New
AWCI
96
Alpine Woods Capital Investors
New York
$420K – – –
TSS
97
Two Sigma Securities
New York
$401K +$401K +2,861 New
KNW
98
Kesler Norman & Wride
Utah
$398K -$21.2K -151 -5%
PS
99
Principal Securities
Iowa
$376K – – –
SWM
100
SeaCrest Wealth Management
New York
$368K +$47.1K +336 +15%
2 3
4
5 6