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iShares US Broker-Dealers & Securities Exchanges ETF

171 hedge funds and large institutions have $967M 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: $ → $

10% less funds holding

Funds holding: 191171 (-20)

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
171
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
Russell Investments Group
126
Russell Investments Group
United Kingdom
$61.9K
Citigroup
127
Citigroup
New York
$61.7K
AGWCA
128
Annis Gardner Whiting Capital Advisors
Florida
$55.2K
RIL
129
Rothschild Investment LLC
Illinois
$54.2K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$53K
William Blair & Company
131
William Blair & Company
Illinois
$45K
RF
132
Rossby Financial
Florida
$44.8K
TSMHT
133
Thurston Springer Miller Herd & Titak
Indiana
$44.2K
PTC
134
Private Trust Company
Ohio
$38.9K
FFA
135
Founders Financial Alliance
North Carolina
$38.6K
S
136
SignatureFD
Georgia
$32.9K
AWM
137
AE Wealth Management
Kansas
$27.2K
AAP
138
Arax Advisory Partners
Colorado
$25.6K
TWC
139
TD Waterhouse Canada
Ontario, Canada
$24.7K
WWMSC
140
Wagner Wealth Management (South Carolina)
South Carolina
$23.1K
WA
141
WestEnd Advisors
North Carolina
$23K
HBW
142
Hazlett, Burt & Watson
West Virginia
$21K
HI
143
Harbour Investments
Wisconsin
$20.9K
MCM
144
MAI Capital Management
Ohio
$19.4K
DWM
145
Darwin Wealth Management
Florida
$17.6K
ATPW
146
Ashton Thomas Private Wealth
Arizona
$17.6K
NFSG
147
Newbridge Financial Services Group
Florida
$16.4K
GPFA
148
Game Plan Financial Advisors
Ohio
$16.4K
MCA
149
McGuire Capital Advisors
Oklahoma
$15.6K
CPG
150
Cornerstone Planning Group
New Jersey
$13.5K