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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
126
Centaurus Financial
California
$208K -$103K -712 -33%
LCGC
127
Legacy Capital Group California
California
$203K +$203K +1,407 New
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$152K +$6.92K +48 +5%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$148K +$30.7K +213 +26%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$133K +$120K +835 +949%
EB
131
Eastern Bank
Massachusetts
$127K
BA
132
Bristlecone Advisors
Washington
$79.3K
William Blair & Company
133
William Blair & Company
Illinois
$78.2K +$6.2K +43 +9%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$75.4K +$75.4K +523 New
GRP
135
Global Retirement Partners
California
$65.3K +$6.49K +45 +11%
BL
136
Balentine LLC
Georgia
$63.8K
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$60.6K +$45.3K +312 +297%
CJ
138
Caitlin John
Michigan
$59.7K
HI
139
Harbour Investments
Wisconsin
$56.6K +$144 +1 +0.3%
WSFS
140
Wilmington Savings Fund Society
Delaware
$52K -$11.1K -77 -18%
CCM
141
Chilton Capital Management
Texas
$45.5K +$45.5K +316 New
CA
142
CoreCap Advisors
Michigan
$45.2K +$33.6K +233 +288%
SS
143
Sunbelt Securities
Texas
$42.3K
KIM
144
Kestra Investment Management
Texas
$38.4K +$38.4K +266 New
SC
145
SouthState Corp
Florida
$38K +$38K +264 New
FFA
146
Founders Financial Alliance
North Carolina
$33.5K +$144 +1 +0.4%
PTC
147
Private Trust Company
Ohio
$28K -$4.47K -31 -14%
IA
148
IFP Advisors
Florida
$27.2K -$2.45K -17 -8%
S
149
SignatureFD
Georgia
$25.3K -$26.8K -186 -51%
AWM
150
AE Wealth Management
Kansas
$22.7K +$22.7K +158 New