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iShares US Broker-Dealers & Securities Exchanges ETF

114 hedge funds and large institutions have $587M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
39
Reduced
29
Closed
9
Calls
$365K
Puts
$644K
Net Calls
-$279K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Shares
Change %
BL
101
Balentine LLC
Georgia
$42.6K
RFA
102
Resurgent Financial Advisors
Georgia
$39.6K +$39.6K +412 New
CFGS
103
Concourse Financial Group Securities
Alabama
$33.9K +$33.9K +353 New
BAM
104
Belpointe Asset Management
Nevada
$31.1K +$31.1K +324 New
William Blair & Company
105
William Blair & Company
Illinois
$23K +$19.5K +203 +549%
PWS
106
Paragon Wealth Strategies
Florida
$19.2K +$19.2K +200 New
CPG
107
Cornerstone Planning Group
New Jersey
$14.9K +$14.9K +151 New
S
108
SignatureFD
Georgia
$12.5K +$96 +1 +0.8%
TWC
109
TD Waterhouse Canada
Ontario, Canada
$9.64K
MCC
110
Money Concepts Capital
Florida
$8.84K +$8.84K +92 New
KFS
111
Kelly Financial Services
Massachusetts
$3.76K
TRCT
112
Tower Research Capital (TRC)
New York
$2K -$1.63M -16,347 -100%
HNB
113
Huntington National Bank
Ohio
$192
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$96 +$96 +1 New
LG
115
Leuthold Group
Minnesota
-$821K -9,613 Closed
FHA
116
Flagship Harbor Advisors
Massachusetts
-$248K -2,910 Closed
OPS
117
Orion Portfolio Solutions
Nebraska
-$230K -2,691 Closed
CA
118
Cetera Advisors
Colorado
-$200K -2,347 Closed
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
-$164K -1,921 Closed
AF
120
Advisornet Financial
Minnesota
-$77K -904 Closed
AWM
121
Accel Wealth Management
Iowa
-$70K -766 Closed
HI
122
Hudock Inc
Pennsylvania
-$29K -347 Closed
MCM
123
McMillion Capital Management
North Carolina
-$16K -190 Closed