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iShares US Broker-Dealers & Securities Exchanges ETF

178 hedge funds and large institutions have $891M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
51
Reduced
63
Closed
28
Calls
$4.34M
Puts
$21.9M
Net Calls
-$17.6M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
76
Muirfield Wealth Advisors
North Carolina
$681K -$84.2K -498 -11%
Wolverine Trading
77
Wolverine Trading
Illinois
$675K +$675K +4,052 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$670K +$13.2K +78 +2%
Walleye Capital
79
Walleye Capital
New York
$665K +$665K +3,934 New
PAS
80
Park Avenue Securities
New York
$632K +$51.4K +304 +9%
SCA
81
Southern Capital Advisors
Tennessee
$616K -$21.5K -127 -3%
QAM
82
Q3 Asset Management
Michigan
$553K +$553K +3,252 New
JCM
83
Janney Capital Management
Pennsylvania
$543K -$169 -1 -0%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$542K +$170K +1,003 +46%
BCM
85
Barometer Capital Management
Ontario, Canada
$524K +$524K +3,100 New
FIBOI
86
First International Bank of Israel
$518K +$518K +3,060 New
AWCI
87
Alpine Woods Capital Investors
New York
$507K
HAS
88
HBW Advisory Services
California
$502K -$55.3K -327 -10%
KNW
89
Kesler Norman & Wride
Utah
$498K +$17.1K +101 +4%
KAS
90
Kestra Advisory Services
Texas
$496K +$58.7K +347 +13%
Citigroup
91
Citigroup
New York
$446K +$221K +1,304 +98%
Renaissance Technologies
92
Renaissance Technologies
New York
$440K +$440K +2,600 New
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$431K -$507K -2,995 -54%
NWA
94
Navis Wealth Advisors
New York
$423K
SWM
95
SeaCrest Wealth Management
New York
$422K -$22.3K -132 -5%
SF
96
Summit Financial
New Jersey
$393K -$5.75K -34 -1%
SPC
97
Sigma Planning Corp
Michigan
$387K -$1.35K -8 -0.3%
PS
98
Principal Securities
Iowa
$385K -$56.8K -336 -13%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$374K -$574K -3,391 -61%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$374K +$374K +2,209 New