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iShares US Broker-Dealers & Securities Exchanges ETF

110 hedge funds and large institutions have $567M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
32
Reduced
51
Closed
21
Calls
$27K
Puts
$10.9M
Net Calls
-$10.8M
Net Calls Change
-$10.6M
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$116M 1,264,970 -180,207 -12%
Fisher Asset Management
2
Fisher Asset Management
Washington
$76.2M 831,356 +826,392 +16,648%
Morgan Stanley
3
Morgan Stanley
New York
$50.7M 553,399 -49,899 -8%
MIH
4
Meitav Investment House
Israel
$41.2M 444,966 -213,467 -32%
Wells Fargo
5
Wells Fargo
California
$26.9M 293,833 +15,615 +6%
KHLMVGHM
6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.8M 229,976 +229,976 New
SFI
7
SPC Financial Inc
Maryland
$19.5M 212,732 +5,574 +3%
MML Investors Services
8
MML Investors Services
Massachusetts
$15.3M 167,172 -16,539 -9%
Bank of America
9
Bank of America
North Carolina
$14.7M 160,503 -8,100 -5%
UBS Group
10
UBS Group
Switzerland
$14.4M 157,587 -4,044 -3%
AWM
11
Affinity Wealth Management
Delaware
$14M 152,363 +10,981 +8%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.5M 136,442 -27,550 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11M 119,632 +18,727 +19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.1M 110,674 -137,819 -55%
Stifel Financial
15
Stifel Financial
Missouri
$10.1M 110,514 -209 -0.2%
ASN
16
Advisory Services Network
Georgia
$8.17M 89,148 -5,294 -6%
MWM
17
MinichMacGregor Wealth Management
New York
$7.87M 85,926 +84,776 +7,372%
KHLMTHM
18
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.54M 83,208 +83,208 New
CI
19
Cavalier Investments
Georgia
$5.12M 55,911 +3,264 +6%
Ameriprise
20
Ameriprise
Minnesota
$4.73M 51,598 -633 -1%
SA
21
SFI Advisors
New Jersey
$4.66M 50,887 -2,992 -6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.19M 45,755 +25,553 +126%
WDL
23
Well Done LLC
Michigan
$4.06M 44,258 +1,824 +4%
Truist Financial
24
Truist Financial
North Carolina
$3.97M 43,275 -1,052 -2%
LPL Financial
25
LPL Financial
California
$3.81M 41,595 -7,574 -15%