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iShares US Broker-Dealers & Securities Exchanges ETF

84 hedge funds and large institutions have $359M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 44 reducing their positions, and 38 closing their positions.

Holders
84
Holders Change
-26
Holders Change %
-23.64%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
12
Increased
16
Reduced
44
Closed
38
Calls
$27K
Puts
$3.43M
Net Calls
-$3.4M
Net Calls Change
+$7.43M
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.6M 888,256 +56,900 +7%
Morgan Stanley
2
Morgan Stanley
New York
$69.8M 768,684 +215,285 +39%
MIH
3
Meitav Investment House
Israel
$39.4M 435,136 -9,830 -2%
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.9M 229,976
GI
5
Gradient Investments
Minnesota
$19.9M 219,024 +219,024 New
SFI
6
SPC Financial Inc
Maryland
$16.8M 185,550 -27,182 -13%
Wells Fargo
7
Wells Fargo
California
$9.46M 104,253 -189,580 -65%
ASN
8
Advisory Services Network
Georgia
$7.83M 86,270 -2,878 -3%
KHLMTHM
9
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.57M 83,208
Stifel Financial
10
Stifel Financial
Missouri
$7.23M 79,721 -30,793 -28%
Bank of America
11
Bank of America
North Carolina
$6.7M 73,809 -86,694 -54%
UBS Group
12
UBS Group
Switzerland
$5.44M 59,990 -97,597 -62%
CI
13
Cavalier Investments
Georgia
$5.42M 59,721 +3,810 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.7M 51,842 -58,832 -53%
SA
15
SFI Advisors
New Jersey
$4.54M 50,035 -852 -2%
Truist Financial
16
Truist Financial
North Carolina
$3.92M 43,191 -84 -0.2%
WDL
17
Well Done LLC
Michigan
$3.92M 43,169 -1,089 -2%
LPL Financial
18
LPL Financial
California
$3.58M 39,411 -2,184 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.51M 38,689 -80,943 -68%
MIG
20
McGuire Investment Group
Rhode Island
$3.19M 35,136 -1,831 -5%
MM
21
Main Management
California
$3.14M 34,600
CCA
22
Cottonwood Capital Advisors
Utah
$2.95M 32,490 +40 +0.1%
YAVAPFMC
23
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.57M 28,209 -3,010 -10%
SPIA
24
Steward Partners Investment Advisory
New York
$1.92M 21,205 -3,284 -13%
LJAC
25
L.J. Altfest & Co
New York
$1.88M 20,716 +20,716 New