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iShares US Broker-Dealers & Securities Exchanges ETF

120 hedge funds and large institutions have $550M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
27
Increased
47
Reduced
32
Closed
21
Calls
$1.94M
Puts
$1.66M
Net Calls
+$275K
Net Calls Change
+$419K
Name Market Value Shares Shares
Change
Shares
Change %
MIH
1
Meitav Investment House
Israel
$89.9M 815,330 +246,537 +43%
Morgan Stanley
2
Morgan Stanley
New York
$59.8M 542,517 +14,975 +3%
Wells Fargo
3
Wells Fargo
California
$35.4M 320,992 +13,321 +4%
SFI
4
SPC Financial Inc
Maryland
$23.6M 214,460 +3,189 +2%
AWM
5
Affinity Wealth Management
Delaware
$22.3M 211,591 +6,844 +3%
BBA
6
Braun-Bostich & Associates
Pennsylvania
$22.3M 211,591 +211,591 New
Osaic Holdings
7
Osaic Holdings
Arizona
$19.4M 176,014 +2,379 +1%
Bank of America
8
Bank of America
North Carolina
$18.4M 166,623 -2,559 -2%
PS
9
Portfolio Strategies
New York
$16.1M 146,416 -3,037 -2%
EF
10
Empowered Funds
Pennsylvania
$14.6M 132,375 +132,375 New
Ameriprise
11
Ameriprise
Minnesota
$14.4M 129,226 +35,225 +37%
MML Investors Services
12
MML Investors Services
Massachusetts
$12.8M 116,450 +3,600 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11.9M 107,642 +15,077 +16%
ASN
14
Advisory Services Network
Georgia
$10.7M 96,834 +7,260 +8%
Stifel Financial
15
Stifel Financial
Missouri
$9.89M 89,690 +2,782 +3%
UBS Group
16
UBS Group
Switzerland
$9.39M 85,162 -2,821 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$8.14M 73,821 +2,455 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.47M 67,750 +2,384 +4%
MIG
19
McGuire Investment Group
Rhode Island
$7.3M 66,257 -1,494 -2%
LPL Financial
20
LPL Financial
California
$6.97M 63,255 -78,814 -55%
RWA
21
Redhawk Wealth Advisors
Minnesota
$6.35M 57,576 +57,576 New
SA
22
SFI Advisors
New Jersey
$6.25M 55,271 +55,271 New
MWM
23
MinichMacGregor Wealth Management
New York
$6.22M 56,456 +1,386 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.06M 54,940 -3,930 -7%
CI
25
Cavalier Investments
Georgia
$6.03M 54,734 +9,787 +22%