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iShares US Broker-Dealers & Securities Exchanges ETF

189 hedge funds and large institutions have $1.03B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 184189 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $2.13M

Holders
189
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
$2.08M
Puts
$2.13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$215K
CBA
127
Coastal Bridge Advisors
Connecticut
$213K
CFG
128
Citizens Financial Group
Rhode Island
$209K
CI
129
CX Institutional
Indiana
$207K
KF
130
KKM Financial
Illinois
$207K
WB
131
WesBanco Bank
West Virginia
$203K
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$195K
GRP
133
Global Retirement Partners
California
$160K
EB
134
Eastern Bank
Massachusetts
$158K
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$142K
TRCT
136
Tower Research Capital (TRC)
New York
$136K
FHA
137
Flagship Harbor Advisors
Massachusetts
$130K
FIM
138
FWL Investment Management
Texas
$108K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$99.9K
Citigroup
140
Citigroup
New York
$89.7K
WA
141
WestEnd Advisors
North Carolina
$88.5K
BL
142
Balentine LLC
Georgia
$79.5K
BlackRock
143
BlackRock
New York
$74.3K
PTC
144
Private Trust Company
Ohio
$64.9K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$64.4K
MA
146
Montag & Associates
Georgia
$59.4K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$51.7K
William Blair & Company
148
William Blair & Company
Illinois
$49.1K
RF
149
Rossby Financial
Florida
$48.8K
TSMHT
150
Thurston Springer Miller Herd & Titak
Indiana
$48.3K