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iShares US Broker-Dealers & Securities Exchanges ETF

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

42% less capital invested

Capital invested by funds: $1.4B → $814M (-$591M)

63% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $14.3M

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.28M
Puts
$14.3M
Net Calls
Net Calls Change

Top Buyers

1 +$89.7M
2 +$67.3M
3 +$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$187K
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$173K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$143K
EB
129
Eastern Bank
Massachusetts
$123K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$91.8K
BA
131
Bristlecone Advisors
Washington
$77.1K
BL
132
Balentine LLC
Georgia
$62.1K
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$59.8K
BlackRock
134
BlackRock
New York
$57.7K
HI
135
Harbour Investments
Wisconsin
$55.1K
SWM
136
Spire Wealth Management
Virginia
$52.4K
TSMHT
137
Thurston Springer Miller Herd & Titak
Indiana
$41.3K
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$40.4K
RF
139
Rossby Financial
Florida
$37.8K
GWS
140
Glassman Wealth Services
Virginia
$32.9K
FFA
141
Founders Financial Alliance
North Carolina
$32.7K
CCM
142
Chilton Capital Management
Texas
$28.7K
US Bancorp
143
US Bancorp
Minnesota
$28K
IA
144
IFP Advisors
Florida
$26.5K
AAP
145
Arax Advisory Partners
Colorado
$21.9K
TWC
146
TD Waterhouse Canada
Ontario, Canada
$21.1K
CA
147
Clearstead Advisors
Ohio
$19.3K
HBW
148
Hazlett, Burt & Watson
West Virginia
$18K
PTC
149
Private Trust Company
Ohio
$17.8K
Russell Investments Group
150
Russell Investments Group
United Kingdom
$15.8K