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iShares US Broker-Dealers & Securities Exchanges ETF

188 hedge funds and large institutions have $1.03B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 184188 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $2.13M

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.08M
Puts
$2.13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Kovack Advisors
Florida
$414K
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$400K
NWA
103
Navis Wealth Advisors
New York
$395K
GEA
104
Glen Eagle Advisors
New Jersey
$381K
AIA
105
AIMZ Investment Advisors
California
$366K
Bank of New York Mellon
106
Bank of New York Mellon
New York
$348K
YIH
107
Y-Intercept (HK)
Hong Kong
$341K
CF
108
Centaurus Financial
California
$338K
RWS
109
Resolute Wealth Strategies
Mississippi
$330K
KIA
110
Kraematon Investment Advisors
Massachusetts
$326K
NSIM
111
North Star Investment Management
Illinois
$295K
WA
112
WESPAC Advisors
California
$292K
Simplex Trading
113
Simplex Trading
Illinois
$287K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$278K
AFP
115
Ausdal Financial Partners
Iowa
$270K
SL
116
SWMG LLC
Texas
$258K
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$249K
SFS
118
Sowell Financial Services
Arkansas
$246K
FCA
119
Fortis Capital Advisors
Kansas
$242K
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$240K
XT
121
XTX Topco
Cayman Islands
$223K
AWM
122
Axxcess Wealth Management
California
$222K
WPP
123
Whalerock Point Partners
Rhode Island
$220K
WI
124
WBI Investments
New Jersey
$220K
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$215K