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iShares US Broker-Dealers & Securities Exchanges ETF

178 hedge funds and large institutions have $891M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
51
Reduced
63
Closed
28
Calls
$4.34M
Puts
$21.9M
Net Calls
-$17.6M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
101
Glen Eagle Advisors
New Jersey
$359K
Bank of New York Mellon
102
Bank of New York Mellon
New York
$351K -$1.35K -8 -0.4%
PAG
103
Private Advisor Group
New Jersey
$327K +$327K +1,934 New
RWS
104
Resolute Wealth Strategies
Mississippi
$320K -$69.2K -409 -18%
CF
105
Centaurus Financial
California
$305K +$71.1K +420 +30%
WA
106
WESPAC Advisors
California
$281K
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$280K +$280K +1,631 New
NSIM
108
North Star Investment Management
Illinois
$278K -$16.4K -97 -6%
WFMPM
109
Woodley Farra Manion Portfolio Management
Indiana
$267K +$6.09K +36 +2%
SB
110
Strategic Blueprint
Georgia
$256K +$11.7K +69 +5%
SL
111
SWMG LLC
Texas
$252K +$252K +1,440 New
KF
112
KKM Financial
Illinois
$250K -$88.5K -523 -26%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$250K -$388K -2,291 -61%
SFS
114
Sowell Financial Services
Arkansas
$248K +$248K +1,464 New
FFN
115
Focus Financial Network
Minnesota
$245K +$245K +1,449 New
AFP
116
Ausdal Financial Partners
Iowa
$245K +$245K +1,449 New
KWA
117
Kingswood Wealth Advisors
California
$238K -$125K -739 -34%
AWM
118
Axxcess Wealth Management
California
$226K +$226K +1,335 New
BP
119
Ballentine Partners
Massachusetts
$220K +$220K +1,300 New
WPP
120
Whalerock Point Partners
Rhode Island
$208K +$208K +1,227 New
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$203K +$203K +1,200 New
IAN
122
Integrated Advisors Network
Texas
$202K +$202K +1,195 New
CBA
123
Coastal Bridge Advisors
Connecticut
$201K -$44.8K -265 -18%
FFA
124
Farther Finance Advisors
California
$201K +$190K +1,122 +1,700%
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$195K -$13.2K -78 -6%