IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF

175 hedge funds and large institutions have $886M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 28 closing their positions.

Holders
175
Holders Change
Holders Change %
0%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
30
Increased
50
Reduced
62
Closed
28
Calls
$1.33M
Puts
$5.51M
Net Calls
-$4.18M
Net Calls Change
+$4.89M
Name Market Value Shares Shares
Change
Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$327K 1,934 +1,934 New
RWS
102
Resolute Wealth Strategies
Mississippi
$320K 1,892 -409 -18%
CF
103
Centaurus Financial
California
$305K 1,802 +420 +30%
WA
104
WESPAC Advisors
California
$281K 1,663
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$280K 1,631 +1,631 New
NSIM
106
North Star Investment Management
Illinois
$278K 1,645 -97 -6%
WFMPM
107
Woodley Farra Manion Portfolio Management
Indiana
$267K 1,578 +36 +2%
SB
108
Strategic Blueprint
Georgia
$256K 1,513 +69 +5%
SL
109
SWMG LLC
Texas
$252K 1,440 +1,440 New
KF
110
KKM Financial
Illinois
$250K 1,479 -523 -26%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$250K 1,476 -2,291 -61%
SFS
112
Sowell Financial Services
Arkansas
$248K 1,464 +1,464 New
FFN
113
Focus Financial Network
Minnesota
$245K 1,449 +1,449 New
AFP
114
Ausdal Financial Partners
Iowa
$245K 1,449 +1,449 New
KWA
115
Kingswood Wealth Advisors
California
$238K 1,410 -739 -34%
AWM
116
Axxcess Wealth Management
California
$226K 1,335 +1,335 New
BP
117
Ballentine Partners
Massachusetts
$220K 1,300 +1,300 New
WPP
118
Whalerock Point Partners
Rhode Island
$208K 1,227 +1,227 New
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$203K 1,200 +1,200 New
IAN
120
Integrated Advisors Network
Texas
$202K 1,195 +1,195 New
CBA
121
Coastal Bridge Advisors
Connecticut
$201K 1,189 -265 -18%
FFA
122
Farther Finance Advisors
California
$201K 1,188 +1,122 +1,700%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$195K 1,154 -78 -6%
CI
124
CX Institutional
Indiana
$176K 1,039 -344 -25%
Simplex Trading
125
Simplex Trading
Illinois
$171K 1,012 +1,012 New