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iShares US Broker-Dealers & Securities Exchanges ETF

178 hedge funds and large institutions have $891M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
51
Reduced
63
Closed
28
Calls
$4.34M
Puts
$21.9M
Net Calls
-$17.6M
Net Calls Change
-$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
151
TD Waterhouse Canada
Ontario, Canada
$31.9K +$6.58K +39 +26%
AAP
152
Arax Advisory Partners
Colorado
$26.4K
WWM
153
Wagner Wealth Management
South Carolina
$23.8K +$23.8K +141 New
CA
154
Clearstead Advisors
Ohio
$23.3K +$169 +1 +0.7%
HBW
155
Hazlett, Burt & Watson
West Virginia
$21K
Russell Investments Group
156
Russell Investments Group
United Kingdom
$19.1K
GPFA
157
Game Plan Financial Advisors
Ohio
$16.9K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
NFSG
159
Newbridge Financial Services Group
Florida
$16.9K +$16.9K +100 New
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$15K +$7.83K +47 +109%
AIM
161
Anchor Investment Management
South Carolina
$13.7K
CPG
162
Cornerstone Planning Group
New Jersey
$13.2K
HWA
163
HHM Wealth Advisors
Tennessee
$13K
HHGA
164
Halbert Hargrove Global Advisors
California
$12.5K
Comerica Bank
165
Comerica Bank
Texas
$9.64K -$8.96K -53 -48%
DSC
166
Duncker Streett & Co
Missouri
$8.12K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$7.44K +$7.44K +44 New
EWA
168
EverSource Wealth Advisors
Alabama
$6.6K
AWM
169
Abound Wealth Management
Tennessee
$5.41K
CPBTD
170
Central Pacific Bank - Trust Division
Hawaii
$5.07K
ACA
171
Aptus Capital Advisors
Alabama
$3.72K
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$3.43K
MCM
173
MAI Capital Management
Ohio
$2.88K
MEG
174
Millstone Evans Group
Colorado
$2.37K
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$2.03K