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iShares US Broker-Dealers & Securities Exchanges ETF

180 hedge funds and large institutions have $906M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 28 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 ownership

Funds ownership:

more funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $21.9M

Holders
180
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
$4.34M
Puts
$21.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$33.8K
AWM
152
AE Wealth Management
Kansas
$32.3K
TWC
153
TD Waterhouse Canada
Ontario, Canada
$31.9K
AAP
154
Arax Advisory Partners
Colorado
$26.4K
WWM
155
Wagner Wealth Management
South Carolina
$23.8K
CA
156
Clearstead Advisors
Ohio
$23.3K
HBW
157
Hazlett, Burt & Watson
West Virginia
$21K
Russell Investments Group
158
Russell Investments Group
United Kingdom
$19.1K
GPFA
159
Game Plan Financial Advisors
Ohio
$16.9K
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
NFSG
161
Newbridge Financial Services Group
Florida
$16.9K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$15K
AIM
163
Anchor Investment Management
South Carolina
$13.7K
CPG
164
Cornerstone Planning Group
New Jersey
$13.2K
HWA
165
HHM Wealth Advisors
Tennessee
$13K
HHGA
166
Halbert Hargrove Global Advisors
California
$12.5K
Comerica Bank
167
Comerica Bank
Texas
$9.64K
DSC
168
Duncker Streett & Co
Missouri
$8.12K
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$7.44K
EWA
170
EverSource Wealth Advisors
Alabama
$6.6K
AWM
171
Abound Wealth Management
Tennessee
$5.41K
CPBTD
172
Central Pacific Bank - Trust Division
Hawaii
$5.07K
ACA
173
Aptus Capital Advisors
Alabama
$3.72K
GJIA
174
Glass Jacobson Investment Advisors
Maryland
$3.43K
MCM
175
MAI Capital Management
Ohio
$2.88K