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iShares US Broker-Dealers & Securities Exchanges ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$28.5M
2
Morgan Stanley
Morgan Stanley
New York
+$23.1M
3
EE
EWG Elevate
California
+$12.3M
4
Ameriprise
Ameriprise
Minnesota
+$11.5M
5
ASN
Advisory Services Network
Georgia
+$11.1M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$8.78M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.64M
3
WA
WestEnd Advisors
North Carolina
-$8.32M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.09M
5
AssetMark Inc
AssetMark Inc
California
-$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
176
Howe & Rusling
New York
$2.02K +$2.02K +14 New
MEG
177
Millstone Evans Group
Colorado
$2.02K +$2.02K +14 New
Russell Investments Group
178
Russell Investments Group
United Kingdom
$1.73K -$11K -76 -86%
FM
179
Family Management
New York
$1.44K +$1.44K +10 New
CIAS
180
Capital Investment Advisory Services
North Carolina
$865 – – –
Prudential Financial
181
Prudential Financial
New Jersey
– -$2.96M -23,016 Closed
BCM
182
Beaumont Capital Management
Massachusetts
– -$2.64M -20,573 Closed
IAIM
183
International Assets Investment Management
Florida
– -$107 -13,801 Closed
Millennium Management
184
Millennium Management
New York
– -$1.34M -10,409 Closed
ACGA
185
Atlanta Consulting Group Advisors
Georgia
– -$552K -4,290 Closed
ATS
186
Ashton Thomas Securities
New York
– -$452K -3,513 Closed
ACP
187
Aveo Capital Partners
Colorado
– -$370K -2,876 Closed
SW
188
Simplicity Wealth
New Jersey
– -$335K -2,604 Closed
Wolverine Trading
189
Wolverine Trading
Illinois
– -$247K -1,923 Closed
TI
190
Trexquant Investment
Connecticut
– -$232K -1,801 Closed
CIM
191
Corbyn Investment Management
Maryland
– -$221K -1,721 Closed
GSEP
192
Golden State Equity Partners
California
– -$39.3K -306 Closed
PW
193
Paladin Wealth
Minnesota
– -$10.5K -82 Closed
NFA
194
Northwest Financial Advisors
Virginia
– -$8.23K -64 Closed
OC
195
Oarsman Capital
Wisconsin
– -$5.01K -39 Closed
JPWM
196
Jamison Private Wealth Management
Georgia
– -$4.24K -33 Closed
WWP
197
WR Wealth Planners
Missouri
– -$3.99K -31 Closed
BTI
198
Blue Trust Inc
Georgia
– -$2.81K -24 Closed
SIS
199
Sound Income Strategies
Florida
– -$1.8K -14 Closed
MFS
200
Mattson Financial Services
Michigan
– -$25 – –
4 5 6 7
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