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

93 hedge funds and large institutions have $519M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+23
Holders Change %
+32.86%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
36
Reduced
12
Closed
10
Calls
$901K
Puts
$235K
Net Calls
+$666K
Net Calls Change
+$214K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$157M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.8M
3
Wells Fargo
3
Wells Fargo
California
$24.8M
4
SFI
4
SPC Financial Inc
Maryland
$18.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$17.5M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$51.1M
2
LPL Financial
2
LPL Financial
California
$5.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$238K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
CM
5
Columbus Macro
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$157M 1,538,909 +1,538,909 New
Morgan Stanley
2
Morgan Stanley
New York
$56.8M 556,946 +282,939 +103%
MIH
3
Meitav Investment House
Israel
$51.1M 501,081 -155,000 -24%
Wells Fargo
4
Wells Fargo
California
$24.8M 242,837 +190,050 +360%
SFI
5
SPC Financial Inc
Maryland
$18.9M 185,207 +185,207 New
Bank of America
6
Bank of America
North Carolina
$17.7M 173,656 +110,648 +176%
Osaic Holdings
7
Osaic Holdings
Arizona
$17.5M 171,445 +154,531 +914%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.3M 110,821 +108,105 +3,980%
UBS Group
9
UBS Group
Switzerland
$10.4M 102,167 +32,536 +47%
MML Investors Services
10
MML Investors Services
Massachusetts
$10.3M 101,302 +88,859 +714%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.83M 96,275 +24,376 +34%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.22M 90,359 +5,448 +6%
Stifel Financial
13
Stifel Financial
Missouri
$8.97M 87,909 +81,647 +1,304%
CCMG
14
Clark Capital Management Group
Pennsylvania
$8.59M 84,179 +25,304 +43%
ASN
15
Advisory Services Network
Georgia
$8.02M 78,581 +78,581 New
Ameriprise
16
Ameriprise
Minnesota
$7.93M 77,724 +61,030 +366%
MIG
17
McGuire Investment Group
Rhode Island
$7M 68,601 -1,116 -2%
LPL Financial
18
LPL Financial
California
$5.92M 57,998 -57,427 -50%
LJAC
19
L.J. Altfest & Co
New York
$5.58M 54,707 +54,707 New
MWM
20
MinichMacGregor Wealth Management
New York
$5.58M 54,705 +54,705 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.29M 51,817 +20,824 +67%
ACP
22
Aveo Capital Partners
Colorado
$4.33M 42,377 +42,377 New
CCA
23
Cadent Capital Advisors
Oklahoma
$4.23M 41,428 +41,428 New
FTUS
24
Flow Traders U.S.
New York
$4.12M 40,359 +40,359 New
SI
25
Stephens Inc
Arkansas
$3.76M 36,873 +36,873 New
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