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

65 hedge funds and large institutions have $154M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
16
Reduced
24
Closed
9
Calls
–
Puts
$349K
Net Calls
-$349K
Net Calls Change
-$368K

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$27.3M
2
CS
2
Credit Suisse
Switzerland
$5.27M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.51M
4
Truist Financial
4
Truist Financial
North Carolina
$585K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.62M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$0
2
OC
2
Oppenheimer & Co
New York
$264K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.85M
4
Jane Street
4
Jane Street
New York
$0
5
ASN
5
Advisory Services Network
Georgia
$18K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.7M 637,352 -9,949 -2%
SWA
2
SFMG Wealth Advisors
Texas
$27.3M 399,085 +399,085 New
Wells Fargo
3
Wells Fargo
California
$15.6M 227,281 +4,808 +2%
Bank of America
4
Bank of America
North Carolina
$7.74M 113,011 -25,089 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.85M 85,333 -46,233 -35%
CS
6
Credit Suisse
Switzerland
$5.27M 76,990 +63,283 +462%
MIG
7
McGuire Investment Group
Rhode Island
$4.81M 70,234 -21 -0%
UBS Group
8
UBS Group
Switzerland
$3.87M 56,536 -10,000 -15%
LPL Financial
9
LPL Financial
California
$3.32M 48,484 -2,515 -5%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.09M 45,174 +4,003 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$2.62M 38,255 +7,436 +24%
MM
12
Main Management
California
$2.37M 34,600 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.29M 33,365 -10,180 -23%
BCM
14
Barometer Capital Management
Ontario, Canada
$2.27M 33,100 -800 -2%
SCA
15
Snowden Capital Advisors
New York
$2.04M 29,768 +1,082 +4%
MWM
16
MinichMacGregor Wealth Management
New York
$2.01M 29,379 -1,031 -3%
Ameriprise
17
Ameriprise
Minnesota
$1.73M 25,282 -1,681 -6%
Stifel Financial
18
Stifel Financial
Missouri
$1.62M 23,562 -31,152 -57%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.61M 23,482 -185 -0.8%
RJA
20
Raymond James & Associates
Florida
$1.57M 22,864 -2,075 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.51M 22,020 +22,020 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.37M 19,966 -10,235 -34%
GCA
23
Genesee Capital Advisors
New York
$907K 13,245 +82 +0.6%
AWCI
24
Alpine Woods Capital Investors
New York
$719K 10,500 – –
SF
25
Synovus Financial
Georgia
$709K 10,359 +36 +0.3%
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