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

55 hedge funds and large institutions have $100M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
12
Closed
4
Calls
$766K
Puts
$1.34M
Net Calls
-$578K
Net Calls Change
-$92K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$3.5M
2
LPL Financial
2
LPL Financial
California
$6.79M
3
MIH
3
Meitav Investment House
Israel
$3.05M
4
MAP
4
Milestone Advisory Partners
North Carolina
$2.98M
5
Bank of America
5
Bank of America
North Carolina
$6.98M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$300K
2
CS
2
Credit Suisse
Switzerland
$294K
3
Goldman Sachs
3
Goldman Sachs
New York
$546K
4
Morgan Stanley
4
Morgan Stanley
New York
$15.9M
5
TH
5
Timber Hill
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.9M 252,610 -15,707 -6%
Wells Fargo
2
Wells Fargo
California
$14.2M 226,512 +14,223 +7%
BAAM
3
Baker Avenue Asset Management
California
$7.52M 119,856 +777 +0.7%
Bank of America
4
Bank of America
North Carolina
$6.98M 111,202 +43,317 +64%
LPL Financial
5
LPL Financial
California
$6.79M 108,228 +49,728 +85%
BCM
6
Barometer Capital Management
Ontario, Canada
$5.7M 90,800 -5,300 -6%
SCM
7
Sandler Capital Management
New York
$4.79M 76,276 -490 -0.6%
UBS Group
8
UBS Group
Switzerland
$3.73M 59,475 +10,853 +22%
CCMG
9
Clark Capital Management Group
Pennsylvania
$3.5M 55,822 +55,822 New
MIH
10
Meitav Investment House
Israel
$3.05M 48,831 +48,831 New
MAP
11
Milestone Advisory Partners
North Carolina
$2.98M 47,446 +47,446 New
MWM
12
Merriman Wealth Management
Washington
$2.89M 46,045 -2,084 -4%
RJA
13
Raymond James & Associates
Florida
$2.43M 38,662 +9,442 +32%
MM
14
Main Management
California
$2.17M 34,600 – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.97M 31,416 +15,431 +97%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$1.76M 28,188 +4,212 +18%
SCA
17
Snowden Capital Advisors
New York
$1.51M 24,032 +1,139 +5%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.42M 22,599 -10,521 -32%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.24M 19,714 +19,714 New
FAAS
20
First Allied Advisory Services
California
$1.04M 16,692 +4,021 +32%
CPC
21
Cookson Peirce & Co
Pennsylvania
$807K 12,860 -160 -1%
Stifel Financial
22
Stifel Financial
Missouri
$737K 11,710 +195 +2%
SF
23
Synovus Financial
Georgia
$630K 10,043 +38 +0.4%
LJAC
24
L.J. Altfest & Co
New York
$590K 9,402 +9,402 New
Citadel Advisors
25
Citadel Advisors
Florida
$578K 9,208 +908 +11%
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