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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $906M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $21.9M

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.34M
Puts
$21.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$374K
CIBC World Market
102
CIBC World Market
Ontario, Canada
$374K
GEA
103
Glen Eagle Advisors
New Jersey
$359K
Bank of New York Mellon
104
Bank of New York Mellon
New York
$351K
PAG
105
Private Advisor Group
New Jersey
$327K
RWS
106
Resolute Wealth Strategies
Mississippi
$320K
CF
107
Centaurus Financial
California
$305K
WA
108
WESPAC Advisors
California
$281K
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$280K
NSIM
110
North Star Investment Management
Illinois
$278K
WFMPM
111
Woodley Farra Manion Portfolio Management
Indiana
$267K
SB
112
Strategic Blueprint
Georgia
$256K
SL
113
SWMG LLC
Texas
$252K
KF
114
KKM Financial
Illinois
$250K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$250K
SFS
116
Sowell Financial Services
Arkansas
$248K
AFP
117
Ausdal Financial Partners
Iowa
$245K
FFN
118
Focus Financial Network
Minnesota
$245K
KWA
119
Kingswood Wealth Advisors
California
$238K
AWM
120
Axxcess Wealth Management
California
$226K
BP
121
Ballentine Partners
Massachusetts
$220K
WPP
122
Whalerock Point Partners
Rhode Island
$208K
PGFC
123
Peapack-Gladstone Financial Corp
New Jersey
$203K
IAN
124
Integrated Advisors Network
Texas
$202K
CBA
125
Coastal Bridge Advisors
Connecticut
$201K