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iShares US Broker-Dealers & Securities Exchanges ETF

182 hedge funds and large institutions have $977M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 26 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.41% less ownership

Funds ownership: 65.51%62.1% (-3.4%)

74% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $6.11M

Holders
182
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
$1.57M
Puts
$6.11M
Net Calls
Net Calls Change

Top Buyers

1 +$10.1M
2 +$9.73M
3 +$9.61M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.26M
5
PG
Prostatis Group
Maryland
+$6.94M

Top Sellers

1 -$17.9M
2 -$15.4M
3 -$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$7.53M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Wagner Wealth Management
South Carolina
$24.9K
PS
152
Principal Securities
Iowa
$24.9K
HBW
153
Hazlett, Burt & Watson
West Virginia
$22K
HI
154
Harbour Investments
Wisconsin
$20.7K
Russell Investments Group
155
Russell Investments Group
United Kingdom
$20K
GPFA
156
Game Plan Financial Advisors
Ohio
$17.7K
NFSG
157
Newbridge Financial Services Group
Florida
$17.7K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$16K
AIM
160
Anchor Investment Management
South Carolina
$14.3K
HWA
161
HHM Wealth Advisors
Tennessee
$13.6K
CPG
162
Cornerstone Planning Group
New Jersey
$13.2K
HHGA
163
Halbert Hargrove Global Advisors
California
$13.1K
DSC
164
Duncker Streett & Co
Missouri
$8.49K
RFP
165
Root Financial Partners
California
$7.96K
SS
166
Sunbelt Securities
Texas
$7.25K
EWA
167
EverSource Wealth Advisors
Alabama
$6.9K
Comerica Bank
168
Comerica Bank
Texas
$6.19K
AWM
169
Abound Wealth Management
Tennessee
$5.66K
CPBTD
170
Central Pacific Bank - Trust Division
Hawaii
$5.31K
BTI
171
Blue Trust Inc
Georgia
$4.86K
MCM
172
MAI Capital Management
Ohio
$4.78K
HFS
173
Hantz Financial Services
Michigan
$4K
ACA
174
Aptus Capital Advisors
Alabama
$3.89K
SAM
175
Smartleaf Asset Management
Massachusetts
$2.85K