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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
151
Cornerstone Planning Group
New Jersey
$22.2K +$4.79K +31 +27%
TWC
152
TD Waterhouse Canada
Ontario, Canada
$21.6K +$7.2K +50 +50%
WWM
153
Wagner Wealth Management
South Carolina
$20.3K
HBW
154
Hazlett, Burt & Watson
West Virginia
$20K +$20K +136 New
FHA
155
First Horizon Advisors
Tennessee
$17.8K -$1.45K -10 -8%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K
GPFA
157
Game Plan Financial Advisors
Ohio
$14.4K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$12.2K -$6.05K -42 -33%
EWM
159
Evermay Wealth Management
Virginia
$12.2K
HNB
160
Huntington National Bank
Ohio
$12.1K -$257
AIM
161
Anchor Investment Management
South Carolina
$11.7K
HWA
162
HHM Wealth Advisors
Tennessee
$11.1K
HHGA
163
Halbert Hargrove Global Advisors
California
$10.7K +$10.7K +74 New
FFA
164
Farther Finance Advisors
California
$9.51K
HIA
165
Harbor Investment Advisory
Maryland
$8.36K -$865 -6 -9%
CFB
166
Cullen/Frost Bankers
Texas
$7.93K +$7.93K +55 New
TSMHT
167
Thurston Springer Miller Herd & Titak
Indiana
$7.31K +$7.31K +50 New
EWA
168
EverSource Wealth Advisors
Alabama
$5.62K
LDB
169
Lee, Danner & Bass
Tennessee
$5.48K +$5.48K +38 New
CPBTD
170
Central Pacific Bank - Trust Division
Hawaii
$4.32K +$1.15K +8 +36%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$2.91K
TRCT
172
Tower Research Capital (TRC)
New York
$2.88K
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$2.74K
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$2.45K
MCM
175
MAI Capital Management
Ohio
$2.45K +$2.45K +17 New