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iShares US Broker-Dealers & Securities Exchanges ETF

170 hedge funds and large institutions have $966M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less funds holding

Funds holding: 191170 (-21)

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.09M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
101
Gateway Wealth Partners
Wisconsin
$314K
IAA
102
Independent Advisor Alliance
North Carolina
$313K
NWA
103
Navis Wealth Advisors
New York
$312K
CF
104
Centaurus Financial
California
$306K
RWS
105
Resolute Wealth Strategies
Mississippi
$304K
KIA
106
Kraematon Investment Advisors
Massachusetts
$299K
NSIM
107
North Star Investment Management
Illinois
$270K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$241K
SL
109
SWMG LLC
Texas
$239K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$223K
CWM
111
Chicago Wealth Management
Illinois
$214K
KF
112
KKM Financial
Illinois
$207K
WPP
113
Whalerock Point Partners
Rhode Island
$201K
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$170K
US Bancorp
115
US Bancorp
Minnesota
$170K
FFA
116
Farther Finance Advisors
California
$160K
EB
117
Eastern Bank
Massachusetts
$144K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$98.2K
IA
119
IFP Advisors
Florida
$86.4K
FIM
120
FWL Investment Management
Texas
$77.8K
BL
121
Balentine LLC
Georgia
$72.7K
BlackRock
122
BlackRock
New York
$67.5K
PA
123
Parallel Advisors
California
$67.3K
Russell Investments Group
124
Russell Investments Group
United Kingdom
$61.9K
Citigroup
125
Citigroup
New York
$61.7K