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iShares US Broker-Dealers & Securities Exchanges ETF

114 hedge funds and large institutions have $587M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
39
Reduced
29
Closed
9
Calls
$365K
Puts
$644K
Net Calls
-$279K
Net Calls Change
-$279K
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$139M 1,445,177 +1,444,947 +628,238%
MIH
2
Meitav Investment House
Israel
$63.8M 658,433 -72,521 -10%
Morgan Stanley
3
Morgan Stanley
New York
$58M 603,298 +102,727 +21%
Wells Fargo
4
Wells Fargo
California
$26.7M 278,218 -8,440 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.9M 248,493 +58,228 +31%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$23.1M 231,567 +231,567 New
SFI
7
SPC Financial Inc
Maryland
$19.9M 207,158 -12,803 -6%
MML Investors Services
8
MML Investors Services
Massachusetts
$17.7M 183,711 +23,693 +15%
Bank of America
9
Bank of America
North Carolina
$16.2M 168,603 +58,991 +54%
Osaic Holdings
10
Osaic Holdings
Arizona
$15.8M 163,992 +91,326 +126%
UBS Group
11
UBS Group
Switzerland
$15.5M 161,631 +76,642 +90%
AWM
12
Affinity Wealth Management
Delaware
$13.6M 141,382 +141,382 New
Stifel Financial
13
Stifel Financial
Missouri
$10.6M 110,723 +4,219 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.7M 100,905 -19,431 -16%
ASN
15
Advisory Services Network
Georgia
$9.08M 94,442 -851 -0.9%
CCMG
16
Clark Capital Management Group
Pennsylvania
$8.71M 90,594 -5,679 -6%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$8.16M 84,879 -38,324 -31%
SA
18
SFI Advisors
New Jersey
$5.18M 53,879 -1,765 -3%
CI
19
Cavalier Investments
Georgia
$5.06M 52,647 -2,734 -5%
Ameriprise
20
Ameriprise
Minnesota
$5.01M 52,231 -6,129 -11%
LPL Financial
21
LPL Financial
California
$4.73M 49,169 -6,411 -12%
SI
22
Stephens Inc
Arkansas
$4.34M 45,125 +41,962 +1,327%
Truist Financial
23
Truist Financial
North Carolina
$4.26M 44,327 -1,948 -4%
WDL
24
Well Done LLC
Michigan
$4.08M 42,434 +6,262 +17%
JWM
25
Jackson Wealth Management
Florida
$3.89M 40,440 +40,440 New