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iShares US Broker-Dealers & Securities Exchanges ETF

85 hedge funds and large institutions have $340M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
20
Reduced
29
Closed
15
Calls
$2.64M
Puts
$651K
Net Calls
+$1.99M
Net Calls Change
+$2.3M
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$94.4M 870,158 -23,280 -3%
MIH
2
Meitav Investment House
Israel
$52.5M 483,524 +14,576 +3%
Morgan Stanley
3
Morgan Stanley
New York
$37.8M 348,350 +92,529 +36%
GI
4
Gradient Investments
Minnesota
$34.7M 319,682 -8,080 -2%
KHLMVGHM
5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$24.9M 229,976
KHLMTHM
6
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.02M 83,208
CI
7
Cavalier Investments
Georgia
$6.9M 63,531 +1,545 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.77M 53,194 +1,865 +4%
Wells Fargo
9
Wells Fargo
California
$5.76M 53,051 -2,467 -4%
UBS Group
10
UBS Group
Switzerland
$5.34M 49,206 -577 -1%
GC
11
Grimes & Company
Massachusetts
$5.2M 47,909 +47,909 New
SA
12
SFI Advisors
New Jersey
$5.13M 47,284 -2,239 -5%
Truist Financial
13
Truist Financial
North Carolina
$4.5M 41,428 -1,026 -2%
LPL Financial
14
LPL Financial
California
$4.23M 39,020 -4,607 -11%
MM
15
Main Management
California
$3.76M 34,600
MIG
16
McGuire Investment Group
Rhode Island
$3.74M 34,422 -105 -0.3%
Bank of America
17
Bank of America
North Carolina
$3.08M 28,423 -1,623 -5%
YAVAPFMC
18
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.06M 28,209
CCA
19
Cottonwood Capital Advisors
Utah
$2.97M 27,331 -2,315 -8%
SPIA
20
Steward Partners Investment Advisory
New York
$2.4M 22,147 +714 +3%
CCMG
21
Clark Capital Management Group
Pennsylvania
$1.77M 16,265 +16,265 New
GDP
22
Great Diamond Partners
Maine
$1.75M 16,097 -24 -0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.52M 13,998 -27,368 -66%
QAM
24
Q3 Asset Management
Michigan
$1.51M 14,008 +14,008 New
Stifel Financial
25
Stifel Financial
Missouri
$1.38M 12,756 +1,014 +9%