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iShares US Broker-Dealers & Securities Exchanges ETF

184 hedge funds and large institutions have $978M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 57 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)

3.42% less ownership

Funds ownership: 65.57%62.15% (-3.4%)

74% less call options, than puts

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

Holders
184
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
KNW
101
Kesler Norman & Wride
Utah
$432K
WANY
102
Wealthspire Advisors (New York)
New York
$423K
GEA
103
Glen Eagle Advisors
New Jersey
$376K
FFA
104
Farther Finance Advisors
California
$357K
PAG
105
Private Advisor Group
New Jersey
$353K
Bank of New York Mellon
106
Bank of New York Mellon
New York
$343K
RWS
107
Resolute Wealth Strategies
Mississippi
$336K
CF
108
Centaurus Financial
California
$325K
AFP
109
Ausdal Financial Partners
Iowa
$314K
AI
110
Accredited Investors
Minnesota
$310K
WFMPM
111
Woodley Farra Manion Portfolio Management
Indiana
$308K
NSIM
112
North Star Investment Management
Illinois
$291K
WA
113
WESPAC Advisors
California
$288K
KWA
114
Kingswood Wealth Advisors
California
$275K
SFS
115
Sowell Financial Services
Arkansas
$259K
HAS
116
HBW Advisory Services
California
$249K
SL
117
SWMG LLC
Texas
$248K
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$233K
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$219K
AWM
120
Axxcess Wealth Management
California
$218K
WPP
121
Whalerock Point Partners
Rhode Island
$217K
SAW
122
Signal Advisors Wealth
Michigan
$216K
CI
123
CX Institutional
Indiana
$214K
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$212K
CBA
125
Coastal Bridge Advisors
Connecticut
$210K