IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $970M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.82% less ownership

Funds ownership: 65.48%61.65% (-3.8%)

74% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $6.11M

Holders
180
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
$1.57M
Puts
$6.11M
Net Calls
Net Calls Change

Top Buyers

1 +$10.1M
2 +$9.73M
3 +$9.61M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.26M
5
PG
Prostatis Group
Maryland
+$6.94M

Top Sellers

1 -$17.9M
2 -$15.4M
3 -$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$7.53M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$357K
PAG
102
Private Advisor Group
New Jersey
$353K
Bank of New York Mellon
103
Bank of New York Mellon
New York
$343K
RWS
104
Resolute Wealth Strategies
Mississippi
$336K
CF
105
Centaurus Financial
California
$325K
AFP
106
Ausdal Financial Partners
Iowa
$314K
AI
107
Accredited Investors
Minnesota
$310K
WFMPM
108
Woodley Farra Manion Portfolio Management
Indiana
$308K
NSIM
109
North Star Investment Management
Illinois
$291K
WA
110
WESPAC Advisors
California
$288K
KWA
111
Kingswood Wealth Advisors
California
$275K
SFS
112
Sowell Financial Services
Arkansas
$259K
HAS
113
HBW Advisory Services
California
$249K
SL
114
SWMG LLC
Texas
$248K
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$233K
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$219K
AWM
117
Axxcess Wealth Management
California
$218K
WPP
118
Whalerock Point Partners
Rhode Island
$217K
SAW
119
Signal Advisors Wealth
Michigan
$216K
CI
120
CX Institutional
Indiana
$214K
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$212K
CBA
122
Coastal Bridge Advisors
Connecticut
$210K
CFG
123
Citizens Financial Group
Rhode Island
$206K
WB
124
WesBanco Bank
West Virginia
$200K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$199K