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iShares US Broker-Dealers & Securities Exchanges ETF

110 hedge funds and large institutions have $567M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
32
Reduced
51
Closed
21
Calls
$27K
Puts
$10.9M
Net Calls
-$10.8M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$12.8K +$12.8K +140 New
BAM
102
Belpointe Asset Management
Nevada
$8.61K -$21.1K -230 -71%
OIS
103
Okabena Investment Services
Minnesota
$8.06K +$8.06K +88 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$4.22K -$273K -2,974 -98%
KFS
105
Kelly Financial Services
Massachusetts
$3.6K
William Blair & Company
106
William Blair & Company
Illinois
$3.35K -$18.4K -203 -85%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +31 New
HI
108
Harbour Investments
Wisconsin
$2.75K -$42.6K -465 -94%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$807 -1 -0%
HNB
110
Huntington National Bank
Ohio
$183
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
-$23.1M -231,567 Closed
CCMG
112
Clark Capital Management Group
Pennsylvania
-$8.71M -90,594 Closed
JWM
113
Jackson Wealth Management
Florida
-$3.89M -40,440 Closed
TPWA
114
TRUE Private Wealth Advisors
Oregon
-$1.41M -14,687 Closed
AWM
115
AE Wealth Management
Kansas
-$1.34M -13,948 Closed
TFA
116
Teamwork Financial Advisors
Texas
-$1.32M -13,702 Closed
RVM
117
Robinson Value Management
Texas
-$752K -7,827 Closed
BCM
118
Barometer Capital Management
Ontario, Canada
-$750K -7,800 Closed
BCM
119
Brookstone Capital Management
Illinois
-$696K -7,025 Closed
SWP
120
Stratos Wealth Partners
Ohio
-$553K -5,756 Closed
AWS
121
Atria Wealth Solutions
New York
-$464K -4,826 Closed
GSIAS
122
Garden State Investment Advisory Services
New Jersey
-$212K -2,203 Closed
FCM
123
Family Capital Management
Michigan
-$205K -2,130 Closed
IA
124
IFG Advisory
Georgia
-$200K -2,088 Closed
CAL
125
Capital Analysts LLC
Pennsylvania
-$109K -1,129 Closed