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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
NWA
101
Navis Wealth Advisors
New York
$360K
WI
102
WBI Investments
New Jersey
$353K -$56.5K -392 -14%
US Bancorp
103
US Bancorp
Minnesota
$346K +$316K +2,191 +1,033%
PWP
104
Phillips Wealth Planners
Mississippi
$339K -$6.36K -45 -2%
SF
105
Summit Financial
New Jersey
$335K -$8.79K -61 -3%
RWS
106
Resolute Wealth Strategies
Mississippi
$331K -$31K -215 -9%
SWM
107
SeaCrest Wealth Management
New York
$330K +$330K +2,290 New
GEA
108
Glen Eagle Advisors
New Jersey
$306K
TWPM
109
Total Wealth Planning & Management
Florida
$295K +$295K +2,050 New
SAM
110
Secure Asset Management
Michigan
$289K +$20.6K +143 +8%
KF
111
KKM Financial
Illinois
$281K +$281K +1,950 New
WIA
112
World Investment Advisors
California
$280K +$280K +1,940 New
CI
113
CX Institutional
Indiana
$279K -$6.34K -44 -2%
IA
114
IFG Advisory
Georgia
$272K +$272K +1,889 New
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$272K +$4.76K +33 +2%
CAG
116
Csenge Advisory Group
Florida
$262K +$262K +1,816 New
CI
117
CPR Investments
Michigan
$252K +$252K +1,747 New
NSIM
118
North Star Investment Management
Illinois
$251K
WA
119
WESPAC Advisors
California
$238K +$238K +1,651 New
GM
120
GeoWealth Management
Illinois
$225K -$54K -375 -19%
AG
121
Ascent Group
Virginia
$222K -$55.5K -385 -20%
Citigroup
122
Citigroup
New York
$221K +$28.8K +200 +15%
SL
123
SWMG LLC
Texas
$220K +$616 +4 +0.3%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$211K +$211K +1,467 New
SWM
125
Spire Wealth Management
Virginia
$209K +$209K +1,451 New