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

92 hedge funds and large institutions have $237M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
15
Reduced
32
Closed
19
Calls
$1.72M
Puts
$603K
Net Calls
+$1.11M
Net Calls Change
-$872K

Top Buyers

1
WAS
1
WESPAC Advisors SoCal
California
$7.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.61M
3
PFS
3
Prospera Financial Services
Texas
$2.43M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.65M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
KHLMVGHM
2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$17.8M
4
KHLMTHM
4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$0
5
CI
5
Cavalier Investments
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$97.9M 843,566 -26,592 -3%
GI
2
Gradient Investments
Minnesota
$35.2M 303,780 -15,902 -5%
Morgan Stanley
3
Morgan Stanley
New York
$17.8M 153,370 -194,980 -56%
WAS
4
WESPAC Advisors SoCal
California
$7.78M 67,070 +67,070 New
Wells Fargo
5
Wells Fargo
California
$6.07M 52,358 -693 -1%
Goldman Sachs
6
Goldman Sachs
New York
$5.61M 48,355 +48,355 New
SA
7
SFI Advisors
New Jersey
$5.54M 47,742 +458 +1%
UBS Group
8
UBS Group
Switzerland
$5.26M 45,317 -3,889 -8%
MIG
9
McGuire Investment Group
Rhode Island
$3.85M 33,161 -1,261 -4%
LPL Financial
10
LPL Financial
California
$3.54M 30,544 -8,476 -22%
Bank of America
11
Bank of America
North Carolina
$3.19M 27,516 -907 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.88M 24,801 +10,803 +77%
MM
13
Main Management
California
$2.78M 24,000 -10,600 -31%
CCA
14
Cottonwood Capital Advisors
Utah
$2.78M 25,356 -1,975 -7%
KWM
15
Kingsview Wealth Management
Oregon
$2.65M 22,883 +11,498 +101%
SPIA
16
Steward Partners Investment Advisory
New York
$2.57M 22,183 +36 +0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.47M 21,317 -31,877 -60%
PFS
18
Prospera Financial Services
Texas
$2.43M 20,943 +20,943 New
GDP
19
Great Diamond Partners
Maine
$1.89M 16,263 +166 +1%
QAM
20
Q3 Asset Management
Michigan
$1.74M 14,988 +980 +7%
Stifel Financial
21
Stifel Financial
Missouri
$1.56M 13,409 +653 +5%
Truist Financial
22
Truist Financial
North Carolina
$1.49M 12,880 -28,548 -69%
Citadel Advisors
23
Citadel Advisors
Florida
$1.36M 11,699 -538 -4%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.25M 10,800 +10,800 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.24M 10,715 +10,715 New
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