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iShares US Broker-Dealers & Securities Exchanges ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
57
Reduced
36
Closed
18
Calls
$694K
Puts
$39K
Net Calls
+$655K
Net Calls Change
+$140K

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$106M
2
SFI
2
SPC Financial Inc
Maryland
$17M
3
Stifel Financial
3
Stifel Financial
Missouri
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.9M
5
MWM
5
MinichMacGregor Wealth Management
New York
$10.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$113M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$100M
4
WA
4
WestEnd Advisors
North Carolina
$98.4M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
151
International Assets Investment Management
Florida
$107 +$106 +13,691 +12,446%
MFS
152
Mattson Financial Services
Michigan
$25 -$25 – –
Goldman Sachs
153
Goldman Sachs
New York
– -$7.36M -62,919 Closed
Two Sigma Advisers
154
Two Sigma Advisers
New York
– -$1.86M -15,900 Closed
MM
155
Main Management
California
– -$585K -5,000 Closed
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
– -$401K -3,426 Closed
GS
157
GTS Securities
New York
– -$294K -2,512 Closed
OCPWS
158
One Charles Private Wealth Services
Massachusetts
– -$255K -2,179 Closed
IA
159
IFG Advisory
Georgia
– -$209K -1,791 Closed
TWP
160
Triad Wealth Partners
Kansas
– -$136K -1,166 Closed
GI
161
Gradient Investments
Minnesota
– -$128K -1,093 Closed
AP
162
Advisors Preferred
Maryland
– -$61.8K -524 Closed
SWM
163
Spire Wealth Management
Virginia
– -$30.1K -257 Closed
TAM
164
Tucker Asset Management
Colorado
– -$11.2K -96 Closed
EW
165
Element Wealth
Mississippi
– -$7.37K -63 Closed
KFS
166
Kelly Financial Services
Massachusetts
– -$4.7K -40 Closed
PIS
167
POM Investment Strategies
North Carolina
– -$4.33K -37 Closed
BFA
168
Brown Financial Advisors
Ohio
– -$4.21K -36 Closed
VF
169
VitalStone Financial
Texas
– -$3.16K -27 Closed
NMM
170
Naples Money Management
Florida
– -$2.95K -25 Closed
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