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iShares US Broker-Dealers & Securities Exchanges ETF

120 hedge funds and large institutions have $550M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
27
Increased
47
Reduced
32
Closed
21
Calls
$1.94M
Puts
$1.66M
Net Calls
+$275K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
101
AssetMark Inc
California
$72K -$23.3K -211 -24%
Simplex Trading
102
Simplex Trading
Illinois
$63K -$87.5K -794 -58%
TFO
103
Tarbox Family Office
California
$60K -$4.44K -40 -7%
SCA
104
Snowden Capital Advisors
New York
$57K +$57K +521 New
HI
105
Harbour Investments
Wisconsin
$48K -$1.06M -9,577 -96%
FFA
106
Founders Financial Alliance
North Carolina
$39K +$16.3K +149 +72%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$35K -$1.16M -10,317 -97%
AP
108
Advisors Preferred
Maryland
$35K -$136K -1,227 -80%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$25K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$21K +$13.5K +121 +181%
S
111
SignatureFD
Georgia
$14K +$110 +1 +0.8%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$11.4K +$11.4K +100 New
COCM
113
Charter Oak Capital Management
New Hampshire
$11K -$2.18K -20 -17%
CG
114
Cutler Group
California
$11K +$11K +100 New
CCM
115
Covington Capital Management
California
$10K
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$10K +$10K +92 New
KFS
117
Kelly Financial Services
Massachusetts
$4.21K
SWM
118
Spire Wealth Management
Virginia
$4K -$4.24K -36 -51%
FHA
119
First Horizon Advisors
Tennessee
$4K +$4K +41 New
CCMG
120
Clark Capital Management Group
Pennsylvania
-$11.6M -110,859 Closed
RWP
121
RWA Wealth Partners
Massachusetts
-$6.06M -58,088 Closed
SAS
122
SMI Advisory Services
Indiana
-$3.3M -31,570 Closed
Barclays
123
Barclays
United Kingdom
-$3.2M -30,618 Closed
HAS
124
HBW Advisory Services
California
-$1.58M -15,087 Closed
KAS
125
Kestra Advisory Services
Texas
-$863K -8,263 Closed