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iShares US Broker-Dealers & Securities Exchanges ETF

189 hedge funds and large institutions have $1.03B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 184189 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $2.13M

Holders
189
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
$2.08M
Puts
$2.13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Summit Financial
New Jersey
$438K
KA
102
Kovack Advisors
Florida
$414K
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$400K
NWA
104
Navis Wealth Advisors
New York
$395K
GEA
105
Glen Eagle Advisors
New Jersey
$381K
AIA
106
AIMZ Investment Advisors
California
$366K
Bank of New York Mellon
107
Bank of New York Mellon
New York
$348K
YIH
108
Y-Intercept (HK)
Hong Kong
$341K
CF
109
Centaurus Financial
California
$338K
RWS
110
Resolute Wealth Strategies
Mississippi
$330K
KIA
111
Kraematon Investment Advisors
Massachusetts
$326K
NSIM
112
North Star Investment Management
Illinois
$295K
WA
113
WESPAC Advisors
California
$292K
Simplex Trading
114
Simplex Trading
Illinois
$287K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$278K
AFP
116
Ausdal Financial Partners
Iowa
$270K
SL
117
SWMG LLC
Texas
$258K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$249K
SFS
119
Sowell Financial Services
Arkansas
$246K
FCA
120
Fortis Capital Advisors
Kansas
$242K
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$240K
XT
122
XTX Topco
Cayman Islands
$223K
AWM
123
Axxcess Wealth Management
California
$222K
WPP
124
Whalerock Point Partners
Rhode Island
$220K
WI
125
WBI Investments
New Jersey
$220K