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iShares US Broker-Dealers & Securities Exchanges ETF

184 hedge funds and large institutions have $978M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 26 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.42% less ownership

Funds ownership: 65.57%62.15% (-3.4%)

74% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $6.11M

Holders
184
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
$1.57M
Puts
$6.11M
Net Calls
Net Calls Change

Top Buyers

1 +$10.1M
2 +$9.73M
3 +$9.61M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.26M
5
PG
Prostatis Group
Maryland
+$6.94M

Top Sellers

1 -$17.9M
2 -$15.4M
3 -$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$7.53M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Tucker Asset Management
Colorado
$28.3K
AWM
152
AE Wealth Management
Kansas
$27.4K
WWM
153
Wagner Wealth Management
South Carolina
$24.9K
PS
154
Principal Securities
Iowa
$24.9K
HBW
155
Hazlett, Burt & Watson
West Virginia
$22K
HI
156
Harbour Investments
Wisconsin
$20.7K
Russell Investments Group
157
Russell Investments Group
United Kingdom
$20K
GPFA
158
Game Plan Financial Advisors
Ohio
$17.7K
NFSG
159
Newbridge Financial Services Group
Florida
$17.7K
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$16K
AIM
162
Anchor Investment Management
South Carolina
$14.3K
HWA
163
HHM Wealth Advisors
Tennessee
$13.6K
CPG
164
Cornerstone Planning Group
New Jersey
$13.2K
HHGA
165
Halbert Hargrove Global Advisors
California
$13.1K
DSC
166
Duncker Streett & Co
Missouri
$8.49K
RFP
167
Root Financial Partners
California
$7.96K
SS
168
Sunbelt Securities
Texas
$7.25K
EWA
169
EverSource Wealth Advisors
Alabama
$6.9K
Comerica Bank
170
Comerica Bank
Texas
$6.19K
AWM
171
Abound Wealth Management
Tennessee
$5.66K
CPBTD
172
Central Pacific Bank - Trust Division
Hawaii
$5.31K
BTI
173
Blue Trust Inc
Georgia
$4.86K
MCM
174
MAI Capital Management
Ohio
$4.78K
HFS
175
Hantz Financial Services
Michigan
$4K