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iShares US Broker-Dealers & Securities Exchanges ETF

114 hedge funds and large institutions have $460M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+21
Holders Change %
+22.58%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
47
Reduced
23
Closed
7
Calls
$2.22M
Puts
$2.36M
Net Calls
-$144K
Net Calls Change
-$810K
Name Market Value Shares Shares
Change
Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$14K 135
BW
102
Bison Wealth
Georgia
$13K 126 -16 -11%
COCM
103
Charter Oak Capital Management
New Hampshire
$13K 121
S
104
SignatureFD
Georgia
$13K 126
CAAS
105
Capital Asset Advisory Services
Michigan
$10K 100
CCM
106
Covington Capital Management
California
$10K 93 +14 +18%
TCWM
107
Total Clarity Wealth Management
Illinois
$8K 75 +75 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$7K 67 -146 -69%
SWM
109
Spire Wealth Management
Virginia
$7K 70 +70 New
KFS
110
Kelly Financial Services
Massachusetts
$3.97K 38 -3,831 -99%
TRCT
111
Tower Research Capital (TRC)
New York
$3K 24 -8,771 -100%
AAP
112
Arax Advisory Partners
Colorado
$3K 25
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
$2K 2 +2 New
HNB
114
Huntington National Bank
Ohio
$1K 2
ACP
115
Aveo Capital Partners
Colorado
-42,377 Closed
BCI
116
Brinker Capital Investments
Pennsylvania
-28,000 Closed
W
117
WealthOne
New York
-4,529 Closed
SCA
118
Snowden Capital Advisors
New York
-3,701 Closed
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
-323 Closed
GWM
120
Geneos Wealth Management
Colorado
-313 Closed
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
-75 Closed
CG
122
Cutler Group
California
IA
123
IFP Advisors
Florida