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iShares US Broker-Dealers & Securities Exchanges ETF

170 hedge funds and large institutions have $966M 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: $ → $

11% less funds holding

Funds holding: 191170 (-21)

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
170
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
AGWCA
126
Annis Gardner Whiting Capital Advisors
Florida
$55.2K
RIL
127
Rothschild Investment LLC
Illinois
$54.2K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$53K
William Blair & Company
129
William Blair & Company
Illinois
$45K
RF
130
Rossby Financial
Florida
$44.8K
TSMHT
131
Thurston Springer Miller Herd & Titak
Indiana
$44.2K
NA
132
NewEdge Advisors
Louisiana
$40.8K
PTC
133
Private Trust Company
Ohio
$38.9K
FFA
134
Founders Financial Alliance
North Carolina
$38.6K
S
135
SignatureFD
Georgia
$32.9K
AWM
136
AE Wealth Management
Kansas
$27.2K
AAP
137
Arax Advisory Partners
Colorado
$25.6K
TWC
138
TD Waterhouse Canada
Ontario, Canada
$24.7K
WWMSC
139
Wagner Wealth Management (South Carolina)
South Carolina
$23.1K
WA
140
WestEnd Advisors
North Carolina
$23K
HBW
141
Hazlett, Burt & Watson
West Virginia
$21K
HI
142
Harbour Investments
Wisconsin
$20.9K
MCM
143
MAI Capital Management
Ohio
$19.4K
DWM
144
Darwin Wealth Management
Florida
$17.6K
ATPW
145
Ashton Thomas Private Wealth
Arizona
$17.6K
GPFA
146
Game Plan Financial Advisors
Ohio
$16.4K
NFSG
147
Newbridge Financial Services Group
Florida
$16.4K
MCA
148
McGuire Capital Advisors
Oklahoma
$15.6K
CPG
149
Cornerstone Planning Group
New Jersey
$13.5K
AIM
150
Anchor Investment Management
South Carolina
$13.3K