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iShares US Broker-Dealers & Securities Exchanges ETF

179 hedge funds and large institutions have $902M 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
179
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
AWM
151
AE Wealth Management
Kansas
$32.3K
TWC
152
TD Waterhouse Canada
Ontario, Canada
$31.9K
AAP
153
Arax Advisory Partners
Colorado
$26.4K
WWM
154
Wagner Wealth Management
South Carolina
$23.8K
CA
155
Clearstead Advisors
Ohio
$23.3K
HBW
156
Hazlett, Burt & Watson
West Virginia
$21K
Russell Investments Group
157
Russell Investments Group
United Kingdom
$19.1K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
GPFA
159
Game Plan Financial Advisors
Ohio
$16.9K
NFSG
160
Newbridge Financial Services Group
Florida
$16.9K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$15K
AIM
162
Anchor Investment Management
South Carolina
$13.7K
CPG
163
Cornerstone Planning Group
New Jersey
$13.2K
HWA
164
HHM Wealth Advisors
Tennessee
$13K
HHGA
165
Halbert Hargrove Global Advisors
California
$12.5K
Comerica Bank
166
Comerica Bank
Texas
$9.64K
DSC
167
Duncker Streett & Co
Missouri
$8.12K
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$7.44K
EWA
169
EverSource Wealth Advisors
Alabama
$6.6K
AWM
170
Abound Wealth Management
Tennessee
$5.41K
CPBTD
171
Central Pacific Bank - Trust Division
Hawaii
$5.07K
ACA
172
Aptus Capital Advisors
Alabama
$3.72K
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$3.43K
MCM
174
MAI Capital Management
Ohio
$2.88K
MEG
175
Millstone Evans Group
Colorado
$2.37K