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

70 hedge funds and large institutions have $122M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
8
Closed
5
Calls
$452K
Puts
–
Net Calls
+$452K
Net Calls Change
-$956K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.63M
5
Bank of America
5
Bank of America
North Carolina
$5.81M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$250K
2
CS
2
Credit Suisse
Switzerland
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.96M
4
NWA
4
Navis Wealth Advisors
New York
$230K
5
BCM
5
Barometer Capital Management
Ontario, Canada
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.3M 274,007 +72,866 +36%
LPL Financial
2
LPL Financial
California
$10.6M 115,425 +91,259 +378%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.83M 84,911 +79,489 +1,466%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.63M 71,899 +57,266 +391%
MIG
5
McGuire Investment Group
Rhode Island
$6.43M 69,717 +1,786 +3%
UBS Group
6
UBS Group
Switzerland
$6.42M 69,631 +29,858 +75%
Bank of America
7
Bank of America
North Carolina
$5.81M 63,008 +38,648 +159%
CCMG
8
Clark Capital Management Group
Pennsylvania
$5.43M 58,875 +33,552 +132%
Wells Fargo
9
Wells Fargo
California
$4.87M 52,787 +27,571 +109%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.34M 47,118 +19,776 +72%
MM
11
Main Management
California
$3.19M 34,600 – –
CI
12
Cavalier Investments
Georgia
$3.17M 34,387 +2,116 +7%
Citadel Advisors
13
Citadel Advisors
Florida
$2.96M 32,104 -13,726 -30%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.86M 30,993 +28,041 +950%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.58M 28,000 +28,000 New
AIC
16
Ayalon Insurance Company
Israel
$2.45M 26,180 +26,180 New
SPIA
17
Steward Partners Investment Advisory
New York
$1.7M 18,459 +17,759 +2,537%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.57M 16,914 +16,218 +2,330%
Ameriprise
19
Ameriprise
Minnesota
$1.54M 16,694 +8,251 +98%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.32M 14,305 +14,305 New
TFA
21
Teamwork Financial Advisors
Texas
$1.17M 12,642 +12,642 New
AWM
22
AE Wealth Management
Kansas
$1.17M 12,642 +12,642 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.15M 12,443 +1,885 +18%
BCM
24
Barometer Capital Management
Ontario, Canada
$1.12M 12,200 -1,400 -10%
LG
25
Leuthold Group
Minnesota
$891K 9,663 +349 +4%
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