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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $906M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $21.9M

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.34M
Puts
$21.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Farther Finance Advisors
California
$201K
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$195K
CI
128
CX Institutional
Indiana
$176K
Simplex Trading
129
Simplex Trading
Illinois
$171K
GRP
130
Global Retirement Partners
California
$154K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$153K
EB
132
Eastern Bank
Massachusetts
$149K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$110K
FIM
134
FWL Investment Management
Texas
$94.7K
BA
135
Bristlecone Advisors
Washington
$93K
WA
136
WestEnd Advisors
North Carolina
$89.1K
PTC
137
Private Trust Company
Ohio
$85.8K
BL
138
Balentine LLC
Georgia
$74.9K
BlackRock
139
BlackRock
New York
$70K
HI
140
Harbour Investments
Wisconsin
$66.5K
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$60.7K
SWM
142
Spire Wealth Management
Virginia
$59.5K
William Blair & Company
143
William Blair & Company
Illinois
$58.9K
TSMHT
144
Thurston Springer Miller Herd & Titak
Indiana
$49.9K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$48.7K
RF
146
Rossby Financial
Florida
$46K
IA
147
IFP Advisors
Florida
$44.4K
SS
148
Sunbelt Securities
Texas
$42.2K
FFA
149
Founders Financial Alliance
North Carolina
$39.5K
S
150
SignatureFD
Georgia
$34K