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iShares US Broker-Dealers & Securities Exchanges ETF

170 hedge funds and large institutions have $966M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less funds holding

Funds holding: 191170 (-21)

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.09M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
HHM Wealth Advisors
Tennessee
$12.6K
HHGA
152
Halbert Hargrove Global Advisors
California
$12.2K
RFP
153
Root Financial Partners
California
$10.8K
IAIM
154
International Assets Investment Management
Florida
$9.95K
CAN
155
Capital Advisor Network
Indiana
$8.04K
DSC
156
Duncker Streett & Co
Missouri
$7.88K
UBS AM
157
UBS AM
Illinois
$6.9K
EWA
158
EverSource Wealth Advisors
Alabama
$6.4K
AWM
159
Abound Wealth Management
Tennessee
$5.25K
CPBTD
160
Central Pacific Bank - Trust Division
Hawaii
$4.92K
CT
161
Caldwell Trust
Florida
$4.92K
HFS
162
Hantz Financial Services
Michigan
$4K
ACA
163
Aptus Capital Advisors
Alabama
$3.61K
GWM
164
Gilpin Wealth Management
Colorado
$2.96K
KFI
165
Key Financial Inc
Pennsylvania
$2.63K
MEG
166
Millstone Evans Group
Colorado
$2.3K
FM
167
Family Management
New York
$1.64K
TFGT
168
TS Financial Group (TSFG)
Illinois
$1K
CIAS
169
Capital Investment Advisory Services
North Carolina
$985
BNA
170
BankChampaign, National Association
Illinois
$821
HNB
171
Huntington National Bank
Ohio
$328
JF
172
Jump Financial
Illinois
FFS
173
Founders Financial Securities
Maryland
Mirae Asset Global Investments
174
Mirae Asset Global Investments
South Korea
MTWSIF
175
Mivtachim The Workers Social Insurance Fund
Israel