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

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
44
Reduced
70
Closed
37
Calls
$5.28M
Puts
$14.3M
Net Calls
-$9.07M
Net Calls Change
-$11.9M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$89.7M
2
AssetMark Inc
AssetMark Inc
California
+$67.3M
3
AWM
Affinity Wealth Management
Delaware
+$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
Bank of America
Bank of America
North Carolina
-$134M
3
Raymond James Financial
Raymond James Financial
Florida
-$108M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$101M
5
Truist Financial
Truist Financial
North Carolina
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$95 -$16.6K -175 -99%
Victory Capital Management
177
Victory Capital Management
Texas
– -$33.5M -232,399 Closed
HIP
178
Harrell Investment Partners
Texas
– -$3.89M -27,001 Closed
RWP
179
RWA Wealth Partners
Massachusetts
– -$3.23M -22,401 Closed
CIA
180
Concurrent Investment Advisors
Florida
– -$2.08M -14,453 Closed
TCA
181
Transcend Capital Advisors
New Jersey
– -$1.55M -10,745 Closed
QAM
182
Q3 Asset Management
Michigan
– -$1.46M -10,176 Closed
FEM
183
Fulcrum Equity Management
Texas
– -$1.18M -8,194 Closed
SSA
184
Schonfeld Strategic Advisors
New York
– -$1,000K -6,937 Closed
FIM
185
Freedom Investment Management
Connecticut
– -$821K -5,697 Closed
SI
186
Stephens Inc
Arkansas
– -$626K -4,343 Closed
RWB
187
RMR Wealth Builders
New Jersey
– -$487K -3,379 Closed
WA
188
Waverly Advisors
Alabama
– -$442K -3,066 Closed
HH
189
Hilltop Holdings
Texas
– -$424K -2,944 Closed
MW
190
Marcum Wealth
Ohio
– -$361K -2,504 Closed
WI
191
WBI Investments
New Jersey
– -$353K -2,453 Closed
PWP
192
Phillips Wealth Planners
Mississippi
– -$339K -2,401 Closed
TWPM
193
Total Wealth Planning & Management
Florida
– -$295K -2,050 Closed
SAM
194
Secure Asset Management
Michigan
– -$289K -2,005 Closed
WIA
195
World Investment Advisors
California
– -$280K -1,940 Closed
CI
196
CPR Investments
Michigan
– -$252K -1,747 Closed
GM
197
GeoWealth Management
Illinois
– -$225K -1,560 Closed
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
– -$211K -1,467 Closed
SL
199
SWMG LLC
Texas
– -$220K -1,432 Closed
LCGC
200
Legacy Capital Group California
California
– -$203K -1,407 Closed
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