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iShares US Broker-Dealers & Securities Exchanges ETF

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

42% less capital invested

Capital invested by funds: $1.4B → $814M (-$591M)

63% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $14.3M

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.28M
Puts
$14.3M
Net Calls
Net Calls Change

Top Buyers

1 +$89.7M
2 +$67.3M
3 +$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$15.4K
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K
GPFA
153
Game Plan Financial Advisors
Ohio
$14K
HNB
154
Huntington National Bank
Ohio
$11.5K
AIM
155
Anchor Investment Management
South Carolina
$11.3K
AWM
156
AE Wealth Management
Kansas
$11K
HWA
157
HHM Wealth Advisors
Tennessee
$10.8K
HHGA
158
Halbert Hargrove Global Advisors
California
$10.4K
CPG
159
Cornerstone Planning Group
New Jersey
$10.2K
FFA
160
Farther Finance Advisors
California
$9.27K
CIAS
161
Capital Investment Advisory Services
North Carolina
$7.43K
DSC
162
Duncker Streett & Co
Missouri
$6.72K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$6K
SS
164
Sunbelt Securities
Texas
$5.75K
EWA
165
EverSource Wealth Advisors
Alabama
$5.46K
William Blair & Company
166
William Blair & Company
Illinois
$5.18K
AWM
167
Abound Wealth Management
Tennessee
$4.48K
CPBTD
168
Central Pacific Bank - Trust Division
Hawaii
$4.2K
ACA
169
Aptus Capital Advisors
Alabama
$3.08K
GJIA
170
Glass Jacobson Investment Advisors
Maryland
$2.91K
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$2.66K
MCM
172
MAI Capital Management
Ohio
$2.38K
MEG
173
Millstone Evans Group
Colorado
$1.96K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$1.68K
FM
175
Family Management
New York
$1.4K