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iShares US Broker-Dealers & Securities Exchanges ETF

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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

42% less capital invested

Capital invested by funds: $1.4B → $814M (-$591M)

63% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $14.3M

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.28M
Puts
$14.3M
Net Calls
Net Calls Change

Top Buyers

1 +$89.7M
2 +$67.3M
3 +$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$362K
NWA
102
Navis Wealth Advisors
New York
$350K
TI
103
Trexquant Investment
Connecticut
$343K
SF
104
Summit Financial
New Jersey
$330K
RWS
105
Resolute Wealth Strategies
Mississippi
$322K
SPC
106
Sigma Planning Corp
Michigan
$322K
PG
107
Prostatis Group
Maryland
$312K
IP
108
Ignite Planners
California
$311K
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$308K
KWA
110
Kingswood Wealth Advisors
California
$301K
GEA
111
Glen Eagle Advisors
New Jersey
$298K
Bank of New York Mellon
112
Bank of New York Mellon
New York
$292K
AWA
113
Arete Wealth Advisors
Illinois
$282K
KF
114
KKM Financial
Illinois
$281K
FTUS
115
Flow Traders U.S.
New York
$271K
EH
116
Equitable Holdings
New York
$264K
NSIM
117
North Star Investment Management
Illinois
$244K
WA
118
WESPAC Advisors
California
$233K
PRS
119
Pinkerton Retirement Specialists
Idaho
$228K
WFMPM
120
Woodley Farra Manion Portfolio Management
Indiana
$216K
IA
121
IFG Advisory
Georgia
$208K
CBA
122
Coastal Bridge Advisors
Connecticut
$204K
SB
123
Strategic Blueprint
Georgia
$202K
CI
124
CX Institutional
Indiana
$194K
CF
125
Centaurus Financial
California
$194K