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iShares US Broker-Dealers & Securities Exchanges ETF

84 hedge funds and large institutions have $359M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-26
Holders Change %
-23.64%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
12
Increased
16
Reduced
44
Closed
38
Calls
$27K
Puts
$3.43M
Net Calls
-$3.4M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
101
Cadent Capital Advisors
Oklahoma
-$463K -5,048 Closed
IP
102
Ignite Planners
California
-$444K -4,973 Closed
ASFA
103
All Season Financial Advisors
Colorado
-$455K -4,962 Closed
MFG
104
Merit Financial Group
Georgia
-$382K -4,167 Closed
CA
105
Continuum Advisory
Idaho
-$320K -3,491 Closed
AAS
106
Avantax Advisory Services
Texas
-$310K -3,380 Closed
W
107
WealthOne
New York
-$293K -3,200 Closed
SI
108
Stephens Inc
Arkansas
-$291K -3,179 Closed
HIM
109
Hanlon Investment Management
New Jersey
-$286K -3,116 Closed
CW
110
CreativeOne Wealth
Kansas
-$262K -2,854 Closed
JWCA
111
J.W. Cole Advisors
Florida
-$258K -2,812 Closed
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
-$235K -2,568 Closed
DBIA
113
Dumont & Blake Investment Advisors
New Jersey
-$230K -2,508 Closed
DJYG
114
David J. Yvars Group
Florida
-$218K -2,382 Closed
CPC
115
Cookson Peirce & Co
Pennsylvania
-$216K -2,352 Closed
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
-$214K -2,336 Closed
TWA
117
TCI Wealth Advisors
Arizona
-$68.7K -750 Closed
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
-$12.8K -140 Closed
BAM
119
Belpointe Asset Management
Nevada
-$8.61K -94 Closed
OIS
120
Okabena Investment Services
Minnesota
-$8.06K -88 Closed
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
-$4.22K -46 Closed
William Blair & Company
122
William Blair & Company
Illinois
-$3.35K -37 Closed