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

64 hedge funds and large institutions have $129M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
$2.07M
Net Calls
-$2.07M
Net Calls Change
-$2.07M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$7.54M
2
Morgan Stanley
Morgan Stanley
New York
+$4.73M
3
MWM
MinichMacGregor Wealth Management
New York
+$1.8M
4
OC
Oppenheimer & Co
New York
+$1.35M
5
Ameriprise
Ameriprise
Minnesota
+$1.08M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.82M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.2M
3
CS
Credit Suisse
Switzerland
-$2.55M
4
MIG
McGuire Investment Group
Rhode Island
-$2.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.3M +$4.73M +80,424 +14%
Wells Fargo
2
Wells Fargo
California
$16M +$7.54M +128,285 +89%
SFI
3
SPC Financial Inc
Maryland
$12.3M +$883K +15,020 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.98M +$509K +8,661 +9%
Bank of America
5
Bank of America
North Carolina
$4.53M -$4.82M -81,916 -52%
MIG
6
McGuire Investment Group
Rhode Island
$4.18M -$2.39M -40,689 -36%
UBS Group
7
UBS Group
Switzerland
$4.16M -$1.16M -19,767 -22%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$3.41M +$307K +5,223 +10%
OC
9
Oppenheimer & Co
New York
$3.3M +$1.35M +22,946 +69%
LPL Financial
10
LPL Financial
California
$3.05M -$265K -4,501 -8%
Citadel Advisors
11
Citadel Advisors
Florida
$2.81M -$3.2M -54,384 -53%
Stifel Financial
12
Stifel Financial
Missouri
$2.57M +$456K +7,748 +22%
Jane Street
13
Jane Street
New York
$2.28M +$762K +12,967 +50%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.15M +$457K +7,772 +27%
MM
15
Main Management
California
$2.03M – – –
MWM
16
MinichMacGregor Wealth Management
New York
$1.8M +$1.8M +29,921 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.77M +$736K +12,525 +71%
RJA
18
Raymond James & Associates
Florida
$1.76M +$80.1K +1,363 +5%
SCA
19
Snowden Capital Advisors
New York
$1.62M +$96.8K +1,646 +6%
ASN
20
Advisory Services Network
Georgia
$1.53M +$147K +2,507 +11%
BCM
21
Barometer Capital Management
Ontario, Canada
$1.47M -$253K -4,300 -15%
Ameriprise
22
Ameriprise
Minnesota
$1.33M +$1.08M +18,465 +445%
MIH
23
Meitav Investment House
Israel
$1.26M +$958K +16,302 +314%
ACP
24
Arcus Capital Partners
Georgia
$976K +$5.76K +98 +0.6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$791K +$224K +3,816 +40%
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