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iShares US Broker-Dealers & Securities Exchanges ETF

133 hedge funds and large institutions have $875M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
133
Holders Change
+41
Holders Change %
+44.57%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
38
Reduced
23
Closed
7
Calls
$550K
Puts
$35K
Net Calls
+$515K
Net Calls Change
-$599K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$146M 1,249,098 +1,227,781 +5,760%
Bank of America
2
Bank of America
North Carolina
$132M 1,127,643 +1,100,127 +3,998%
RJA
3
Raymond James & Associates
Florida
$107M 911,268 +908,528 +33,158%
Fisher Asset Management
4
Fisher Asset Management
Washington
$93.9M 803,457 -40,109 -5%
Truist Financial
5
Truist Financial
North Carolina
$92M 787,206 +774,326 +6,012%
WA
6
WestEnd Advisors
North Carolina
$91.8M 785,417 +785,417 New
Victory Capital Management
7
Victory Capital Management
Texas
$28.8M 246,658 +246,658 New
Morgan Stanley
8
Morgan Stanley
New York
$16.1M 138,029 -15,341 -10%
LPL Financial
9
LPL Financial
California
$15.9M 135,742 +105,198 +344%
AssetMark Inc
10
AssetMark Inc
California
$12.6M 107,790 +107,766 +449,025%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.18M 78,504 +53,703 +217%
WAS
12
WESPAC Advisors SoCal
California
$8.89M 76,050 +8,980 +13%
CWM
13
Chicago Wealth Management
Illinois
$8.38M 71,681 +71,681 New
Goldman Sachs
14
Goldman Sachs
New York
$7.36M 62,919 +14,564 +30%
Stifel Financial
15
Stifel Financial
Missouri
$6.48M 55,394 +41,985 +313%
Wells Fargo
16
Wells Fargo
California
$6.11M 52,252 -106 -0.2%
SA
17
SFI Advisors
New Jersey
$5.49M 46,992 -750 -2%
UBS Group
18
UBS Group
Switzerland
$5.38M 46,026 +709 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.85M 41,507 +30,792 +287%
Two Sigma Investments
20
Two Sigma Investments
New York
$4.41M 37,700 +26,900 +249%
MIG
21
McGuire Investment Group
Rhode Island
$3.81M 32,574 -587 -2%
DC
22
Davenport & Co
Virginia
$3.8M 32,502 +32,502 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$3.48M 29,764 +29,764 New
HIP
24
Harrell Investment Partners
Texas
$3.08M 26,327 +26,327 New
CCA
25
Cottonwood Capital Advisors
Utah
$2.93M 24,484 -872 -3%