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

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
44
Reduced
70
Closed
37
Calls
$5.28M
Puts
$14.3M
Net Calls
-$9.07M
Net Calls Change
-$11.9M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$89.7M
2
AssetMark Inc
AssetMark Inc
California
+$67.3M
3
AWM
Affinity Wealth Management
Delaware
+$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
Bank of America
Bank of America
North Carolina
-$134M
3
Raymond James Financial
Raymond James Financial
Florida
-$108M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$101M
5
Truist Financial
Truist Financial
North Carolina
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$362K +$6.03K +43 +2%
NWA
102
Navis Wealth Advisors
New York
$350K – – –
TI
103
Trexquant Investment
Connecticut
$343K +$343K +2,448 New
SF
104
Summit Financial
New Jersey
$330K +$4.62K +33 +1%
RWS
105
Resolute Wealth Strategies
Mississippi
$322K +$841 +6 +0.3%
SPC
106
Sigma Planning Corp
Michigan
$322K -$33.3K -238 -9%
PG
107
Prostatis Group
Maryland
$312K -$1.38M -9,858 -82%
IP
108
Ignite Planners
California
$311K +$311K +2,201 New
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$308K +$43.8K +313 +17%
KWA
110
Kingswood Wealth Advisors
California
$301K -$107K -762 -26%
GEA
111
Glen Eagle Advisors
New Jersey
$298K – – –
Bank of New York Mellon
112
Bank of New York Mellon
New York
$292K -$816K -5,822 -74%
AWA
113
Arete Wealth Advisors
Illinois
$282K -$88.2K -629 -24%
KF
114
KKM Financial
Illinois
$281K +$7.29K +52 +3%
FTUS
115
Flow Traders U.S.
New York
$271K +$271K +1,934 New
EH
116
Equitable Holdings
New York
$264K +$264K +1,881 New
NSIM
117
North Star Investment Management
Illinois
$244K – – –
WA
118
WESPAC Advisors
California
$233K +$1.68K +12 +0.7%
PRS
119
Pinkerton Retirement Specialists
Idaho
$228K +$228K +1,624 New
WFMPM
120
Woodley Farra Manion Portfolio Management
Indiana
$216K +$216K +1,542 New
IA
121
IFG Advisory
Georgia
$208K -$56.5K -403 -21%
CBA
122
Coastal Bridge Advisors
Connecticut
$204K +$204K +1,454 New
SB
123
Strategic Blueprint
Georgia
$202K +$202K +1,444 New
CI
124
CX Institutional
Indiana
$194K -$77.9K -555 -29%
CF
125
Centaurus Financial
California
$194K -$8.7K -62 -4%
3 4
5
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