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iShares US Broker-Dealers & Securities Exchanges ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
57
Reduced
36
Closed
18
Calls
$694K
Puts
$39K
Net Calls
+$655K
Net Calls Change
+$140K

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$106M
2
SFI
2
SPC Financial Inc
Maryland
$17M
3
Stifel Financial
3
Stifel Financial
Missouri
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.9M
5
MWM
5
MinichMacGregor Wealth Management
New York
$10.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$113M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$100M
4
WA
4
WestEnd Advisors
North Carolina
$98.4M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K +$12.9K +100 New
TWC
127
TD Waterhouse Canada
Ontario, Canada
$12.8K – – –
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$11.9K +$2.56K +19 +28%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$11.3K +$1.54K +12 +16%
EWM
130
Evermay Wealth Management
Virginia
$10.9K +$10.9K +85 New
PW
131
Paladin Wealth
Minnesota
$10.5K +$10.5K +82 New
AIM
132
Anchor Investment Management
South Carolina
$10.4K – – –
CA
133
CoreCap Advisors
Michigan
$10.4K +$10.4K +81 New
HWA
134
HHM Wealth Advisors
Tennessee
$9.9K +$9.9K +77 New
FFA
135
Farther Finance Advisors
California
$8.49K +$3.6K +28 +74%
HIA
136
Harbor Investment Advisory
Maryland
$8.23K – – –
NFA
137
Northwest Financial Advisors
Virginia
$8.23K +$8.23K +64 New
EWA
138
EverSource Wealth Advisors
Alabama
$5.01K – – –
OC
139
Oarsman Capital
Wisconsin
$5.01K +$5.01K +39 New
JPWM
140
Jamison Private Wealth Management
Georgia
$4.24K +$4.24K +33 New
WWP
141
WR Wealth Planners
Missouri
$3.99K – – –
CPBTD
142
Central Pacific Bank - Trust Division
Hawaii
$2.83K – – –
BTI
143
Blue Trust Inc
Georgia
$2.81K +$2.81K +24 New
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$2.59K – – –
TRCT
145
Tower Research Capital (TRC)
New York
$2.57K -$15.4K -120 -86%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$2.44K – – –
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$2.19K +$2.19K +17 New
SIS
148
Sound Income Strategies
Florida
$1.8K +$1.8K +14 New
CIAS
149
Capital Investment Advisory Services
North Carolina
$771 – – –
HNB
150
Huntington National Bank
Ohio
$257 -$234 – –
3 4 5
6
7