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iShares US Broker-Dealers & Securities Exchanges ETF
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Overview Fund Activity

133 hedge funds and large institutions have $875M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+41
Holders Change %
+44.57%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
38
Reduced
23
Closed
7
Calls
$550K
Puts
$35K
Net Calls
+$515K
Net Calls Change
-$599K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$146M
2
Bank of America
2
Bank of America
North Carolina
$132M
3
RJA
3
Raymond James & Associates
Florida
$107M
4
WA
4
WestEnd Advisors
North Carolina
$91.8M
5
Truist Financial
5
Truist Financial
North Carolina
$92M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$128K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$93.9M
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MM
5
Main Management
California
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$35.5K +$35.5K +300 New
SS
102
Sunbelt Securities
Texas
$34.2K +$4.8K +41 +16%
SWM
103
Spire Wealth Management
Virginia
$30.1K +$30.1K +257 New
FFA
104
Founders Financial Alliance
North Carolina
$27.1K – – –
PTC
105
Private Trust Company
Ohio
$26.3K +$26.3K +225 New
IA
106
IFP Advisors
Florida
$24.1K -$5.26K -45 -18%
US Bancorp
107
US Bancorp
Minnesota
$23.4K -$6.67K -57 -22%
FHA
108
First Horizon Advisors
Tennessee
$18.9K +$18.9K +161 New
TRCT
109
Tower Research Capital (TRC)
New York
$16.4K – – –
CPG
110
Cornerstone Planning Group
New Jersey
$13.1K +$463 +4 +4%
IAIM
111
International Assets Investment Management
Florida
$12.9K +$12.9K +110 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$12.5K +$12.5K +105 New
PS
113
Principal Securities
Iowa
$12.2K – – –
TWC
114
TD Waterhouse Canada
Ontario, Canada
$11.8K – – –
GPFA
115
Game Plan Financial Advisors
Ohio
$11.7K – – –
TAM
116
Tucker Asset Management
Colorado
$11.2K -$11.1K -95 -50%
AIM
117
Anchor Investment Management
South Carolina
$9.47K +$9.47K +81 New
Russell Investments Group
118
Russell Investments Group
United Kingdom
$8.89K – – –
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$8.07K – – –
HIA
120
Harbor Investment Advisory
Maryland
$7.48K +$7.48K +64 New
EW
121
Element Wealth
Mississippi
$7.37K +$7.37K +63 New
EWA
122
EverSource Wealth Advisors
Alabama
$4.84K – – –
KFS
123
Kelly Financial Services
Massachusetts
$4.7K – – –
FFA
124
Farther Finance Advisors
California
$4.48K – – –
PIS
125
POM Investment Strategies
North Carolina
$4.33K +$4.33K +37 New
2 3 4
5
6