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iShares US Broker-Dealers & Securities Exchanges ETF

171 hedge funds and large institutions have $967M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less funds holding

Funds holding: 191171 (-20)

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.09M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
101
Glen Eagle Advisors
New Jersey
$349K
AIA
102
AIMZ Investment Advisors
California
$335K
GWP
103
Gateway Wealth Partners
Wisconsin
$314K
IAA
104
Independent Advisor Alliance
North Carolina
$313K
NWA
105
Navis Wealth Advisors
New York
$312K
CF
106
Centaurus Financial
California
$306K
RWS
107
Resolute Wealth Strategies
Mississippi
$304K
KIA
108
Kraematon Investment Advisors
Massachusetts
$299K
NSIM
109
North Star Investment Management
Illinois
$270K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$241K
SL
111
SWMG LLC
Texas
$239K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$223K
CWM
113
Chicago Wealth Management
Illinois
$214K
KF
114
KKM Financial
Illinois
$207K
WPP
115
Whalerock Point Partners
Rhode Island
$201K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$170K
US Bancorp
117
US Bancorp
Minnesota
$170K
FFA
118
Farther Finance Advisors
California
$160K
EB
119
Eastern Bank
Massachusetts
$144K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$98.2K
IA
121
IFP Advisors
Florida
$86.4K
FIM
122
FWL Investment Management
Texas
$77.8K
BL
123
Balentine LLC
Georgia
$72.7K
BlackRock
124
BlackRock
New York
$67.5K
PA
125
Parallel Advisors
California
$67.3K