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iShares US Broker-Dealers & Securities Exchanges ETF

150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
57
Reduced
36
Closed
18
Calls
$694K
Puts
$39K
Net Calls
+$655K
Net Calls Change
+$140K
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
101
Citigroup
New York
$172K +$83.6K +650 +95%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$129K +$2.57K +20 +2%
EB
103
Eastern Bank
Massachusetts
$113K +$113K +880 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$105K -$34.6K -269 -25%
BA
105
Bristlecone Advisors
Washington
$70.7K +$70.7K +550 New
William Blair & Company
106
William Blair & Company
Illinois
$64.3K
CJ
107
Caitlin John
Michigan
$61.5K
BL
108
Balentine LLC
Georgia
$57K
WSFS
109
Wilmington Savings Fund Society
Delaware
$56.3K +$56.3K +438 New
GRP
110
Global Retirement Partners
California
$52.4K +$9.51K +74 +22%
HI
111
Harbour Investments
Wisconsin
$50.4K +$128 +1 +0.3%
S
112
SignatureFD
Georgia
$46.5K +$385 +3 +0.8%
GSEP
113
Golden State Equity Partners
California
$39.3K +$39.3K +306 New
SS
114
Sunbelt Securities
Texas
$37.6K +$128 +1 +0.3%
FFA
115
Founders Financial Alliance
North Carolina
$29.8K +$129 +1 +0.4%
PTC
116
Private Trust Company
Ohio
$28.9K
US Bancorp
117
US Bancorp
Minnesota
$27.3K +$1.54K +12 +6%
IA
118
IFP Advisors
Florida
$26.5K
WWM
119
Wagner Wealth Management
South Carolina
$18.1K +$18.1K +141 New
FHA
120
First Horizon Advisors
Tennessee
$17.2K -$3.61K -28 -17%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$16.3K +$2.83K +22 +21%
CPG
122
Cornerstone Planning Group
New Jersey
$15.4K
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$13.5K -$25.1K -195 -65%
PS
124
Principal Securities
Iowa
$13.4K +$128 +1 +1%
GPFA
125
Game Plan Financial Advisors
Ohio
$12.9K