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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 %
CI
126
CX Institutional
Indiana
$176K -$58.3K -344 -25%
Simplex Trading
127
Simplex Trading
Illinois
$171K +$171K +1,012 New
GRP
128
Global Retirement Partners
California
$154K +$154K +909 New
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$153K -$19.3K -114 -11%
EB
130
Eastern Bank
Massachusetts
$149K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$110K -$507 -3 -0.5%
FIM
132
FWL Investment Management
Texas
$94.7K +$94.7K +560 New
BA
133
Bristlecone Advisors
Washington
$93K
WA
134
WestEnd Advisors
North Carolina
$89.1K -$792K -4,680 -90%
PTC
135
Private Trust Company
Ohio
$85.8K +$64.3K +380 +299%
BL
136
Balentine LLC
Georgia
$74.9K
BlackRock
137
BlackRock
New York
$70K +$507 +3 +0.7%
HI
138
Harbour Investments
Wisconsin
$66.5K
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$60.7K -$22.2K -131 -27%
SWM
140
Spire Wealth Management
Virginia
$59.5K -$3.72K -22 -6%
William Blair & Company
141
William Blair & Company
Illinois
$58.9K +$52.6K +311 +841%
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$49.9K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$48.7K
RF
144
Rossby Financial
Florida
$46K
IA
145
IFP Advisors
Florida
$44.4K +$12.5K +74 +39%
SS
146
Sunbelt Securities
Texas
$42.2K +$36.3K +252 +615%
FFA
147
Founders Financial Alliance
North Carolina
$39.5K +$169 +1 +0.4%
S
148
SignatureFD
Georgia
$34K +$33.8K +200 +20,000%
US Bancorp
149
US Bancorp
Minnesota
$33.8K
AWM
150
AE Wealth Management
Kansas
$32.3K +$18.9K +112 +142%