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

108 hedge funds and large institutions have $354M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
16
Increased
49
Reduced
31
Closed
26
Calls
$1.29M
Puts
$569K
Net Calls
+$719K
Net Calls Change
+$444K

Top Buyers

1
Jane Street
Jane Street
New York
$6.75M
2
Morgan Stanley
Morgan Stanley
New York
$60.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.31M
5
Truist Financial
Truist Financial
North Carolina
$6.3M

Top Sellers

1
MIH
Meitav Investment House
Israel
$4.41M
2
AWM
Affinity Wealth Management
Delaware
$0
3
BBA
Braun-Bostich & Associates
Pennsylvania
$0
4
PS
Portfolio Strategies
New York
$0
5
EF
Empowered Funds
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.6M +$6.37M +63,768 +12%
Wells Fargo
2
Wells Fargo
California
$29.7M -$2.4M -24,063 -7%
SFI
3
SPC Financial Inc
Maryland
$21.8M +$380K +3,809 +2%
Bank of America
4
Bank of America
North Carolina
$17.1M +$420K +4,209 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.2M -$3.42M -34,204 -19%
MML Investors Services
6
MML Investors Services
Massachusetts
$12.9M +$1.28M +12,828 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.3M +$554K +5,542 +5%
Stifel Financial
8
Stifel Financial
Missouri
$9.56M +$603K +6,035 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.31M +$5.1M +51,087 +121%
ASN
10
Advisory Services Network
Georgia
$9.28M -$389K -3,890 -4%
UBS Group
11
UBS Group
Switzerland
$9.19M +$685K +6,863 +8%
Ameriprise
12
Ameriprise
Minnesota
$9.13M -$3.92M -38,801 -30%
LPL Financial
13
LPL Financial
California
$7.71M +$1.39M +13,938 +22%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.82M +$54K +541 +0.8%
Jane Street
15
Jane Street
New York
$6.75M +$6.44M +64,483 +2,116%
Truist Financial
16
Truist Financial
North Carolina
$6.3M +$3.75M +37,496 +147%
CI
17
Cavalier Investments
Georgia
$5.92M +$449K +4,500 +8%
MWM
18
MinichMacGregor Wealth Management
New York
$5.59M -$48.3K -484 -0.9%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$5.33M +$5.33M +53,336 New
SI
20
Stephens Inc
Arkansas
$4.99M +$1.16M +11,648 +30%
Citadel Advisors
21
Citadel Advisors
Florida
$4.48M -$2.89M -28,925 -39%
MIH
22
Meitav Investment House
Israel
$4.41M -$77M -771,166 -95%
CCA
23
Cadent Capital Advisors
Oklahoma
$4.34M -$18.6K -186 -0.4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.06M -$1.43M -14,302 -26%
MIG
25
McGuire Investment Group
Rhode Island
$3.93M -$2.68M -26,873 -41%
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