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iShares US Broker-Dealers & Securities Exchanges ETF

171 hedge funds and large institutions have $967M 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 36 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: $ → $

10% less funds holding

Funds holding: 191171 (-20)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
171
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
FIS
176
Fischer Investment Strategies
California
MTWSIF
177
Mivtachim The Workers Social Insurance Fund
Israel
AWA
178
Arete Wealth Advisors
Illinois
GDP
179
Great Diamond Partners
Maine
VA
180
VestGen Advisors
Illinois
LJCM
181
Lee Johnson Capital Management
Texas
BAM
182
Belpointe Asset Management
Nevada
WWMP
183
Wagner Wealth Management (Pennsylvania)
Pennsylvania
IA
184
IFG Advisory
Georgia
TPA
185
Trivium Point Advisory
Connecticut
HVP
186
Hudson Value Partners
Florida
IWC
187
Integrated Wealth Concepts
Massachusetts
FIBOI
188
First International Bank of Israel
PAG
189
Private Advisor Group
New Jersey
YIH
190
Y-Intercept (HK)
Hong Kong
WA
191
WESPAC Advisors
California
Simplex Trading
192
Simplex Trading
Illinois
AFP
193
Ausdal Financial Partners
Iowa
SFS
194
Sowell Financial Services
Arkansas
FCA
195
Fortis Capital Advisors
Kansas
AWM
196
Axxcess Wealth Management
California
PGFC
197
Peapack-Gladstone Financial Corp
New Jersey
CBA
198
Coastal Bridge Advisors
Connecticut
CFG
199
Citizens Financial Group
Rhode Island
WB
200
WesBanco Bank
West Virginia