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

91 hedge funds and large institutions have $238M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 27 closing their positions.

Holders
91
Holders Change
-17
Holders Change %
-15.74%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
24
Reduced
41
Closed
27
Calls
–
Puts
$613K
Net Calls
-$613K
Net Calls Change
-$1.33M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.64M
2
JC
2
JCSD Capital
California
$3.44M
3
CCA
3
Cottonwood Capital Advisors
Utah
$2.5M
4
NA
4
NewEdge Advisors
Louisiana
$386K
5
WDL
5
Well Done LLC
Michigan
$2.75M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.54M
2
Jane Street
2
Jane Street
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$8.61M
4
MWM
4
MinichMacGregor Wealth Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$45.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.5M 541,900 -64,385 -11%
Wells Fargo
2
Wells Fargo
California
$21.7M 258,468 -38,461 -13%
SFI
3
SPC Financial Inc
Maryland
$18.4M 219,681 +1,412 +0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.81M 116,843 +3,659 +3%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.64M 114,740 +61,404 +115%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.84M 105,275 -24,003 -19%
Bank of America
7
Bank of America
North Carolina
$8.61M 102,540 -68,292 -40%
Stifel Financial
8
Stifel Financial
Missouri
$8.37M 99,703 +3,978 +4%
ASN
9
Advisory Services Network
Georgia
$8.07M 96,050 +3,106 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.39M 88,051 -5,185 -6%
UBS Group
11
UBS Group
Switzerland
$6.74M 80,303 -11,722 -13%
Ameriprise
12
Ameriprise
Minnesota
$5.28M 62,723 -27,702 -31%
CI
13
Cavalier Investments
Georgia
$5.05M 60,173 +939 +2%
LPL Financial
14
LPL Financial
California
$4.84M 57,686 -19,507 -25%
SA
15
SFI Advisors
New Jersey
$4.65M 55,330 -53 -0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.54M 54,019 -87,791 -62%
Truist Financial
17
Truist Financial
North Carolina
$3.9M 46,440 -16,587 -26%
MIH
18
Meitav Investment House
Israel
$3.71M 44,164 – –
JC
19
JCSD Capital
California
$3.44M 41,000 +41,000 New
MIG
20
McGuire Investment Group
Rhode Island
$3.29M 39,176 -208 -0.5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.09M 36,755 -2,348 -6%
MM
22
Main Management
California
$2.91M 34,600 – –
Goldman Sachs
23
Goldman Sachs
New York
$2.82M 33,577 -1,570 -4%
WDL
24
Well Done LLC
Michigan
$2.75M 32,758 +4,224 +15%
CCA
25
Cottonwood Capital Advisors
Utah
$2.5M 29,728 +6,161 +26%
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