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iShares US Broker-Dealers & Securities Exchanges ETF

182 hedge funds and large institutions have $977M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 26 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.41% less ownership

Funds ownership: 65.51%62.1% (-3.4%)

74% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $6.11M

Holders
182
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
$1.57M
Puts
$6.11M
Net Calls
Net Calls Change

Top Buyers

1 +$10.1M
2 +$9.73M
3 +$9.61M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.26M
5
PG
Prostatis Group
Maryland
+$6.94M

Top Sellers

1 -$17.9M
2 -$15.4M
3 -$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$7.53M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
101
Wealthspire Advisors (New York)
New York
$423K
GEA
102
Glen Eagle Advisors
New Jersey
$376K
FFA
103
Farther Finance Advisors
California
$357K
PAG
104
Private Advisor Group
New Jersey
$353K
Bank of New York Mellon
105
Bank of New York Mellon
New York
$343K
RWS
106
Resolute Wealth Strategies
Mississippi
$336K
CF
107
Centaurus Financial
California
$325K
AFP
108
Ausdal Financial Partners
Iowa
$314K
AI
109
Accredited Investors
Minnesota
$310K
WFMPM
110
Woodley Farra Manion Portfolio Management
Indiana
$308K
NSIM
111
North Star Investment Management
Illinois
$291K
WA
112
WESPAC Advisors
California
$288K
KWA
113
Kingswood Wealth Advisors
California
$275K
SFS
114
Sowell Financial Services
Arkansas
$259K
HAS
115
HBW Advisory Services
California
$249K
SL
116
SWMG LLC
Texas
$248K
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$233K
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$219K
AWM
119
Axxcess Wealth Management
California
$218K
WPP
120
Whalerock Point Partners
Rhode Island
$217K
SAW
121
Signal Advisors Wealth
Michigan
$216K
CI
122
CX Institutional
Indiana
$214K
PGFC
123
Peapack-Gladstone Financial Corp
New Jersey
$212K
CBA
124
Coastal Bridge Advisors
Connecticut
$210K
CFG
125
Citizens Financial Group
Rhode Island
$206K