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iShares US Broker-Dealers & Securities Exchanges ETF

150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
150
Holders Change
+17
Holders Change %
+12.78%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
57
Reduced
36
Closed
18
Calls
$694K
Puts
$39K
Net Calls
+$655K
Net Calls Change
+$140K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$161M 1,255,206 +6,108 +0.5%
Bank of America
2
Bank of America
North Carolina
$151M 1,173,561 +45,918 +4%
RJA
3
Raymond James & Associates
Florida
$113M 879,983 -31,285 -3%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$106M 821,548 +821,548 New
Truist Financial
5
Truist Financial
North Carolina
$101M 783,311 -3,895 -0.5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$100M 778,800 -24,657 -3%
WA
7
WestEnd Advisors
North Carolina
$98.4M 765,727 -19,690 -3%
Victory Capital Management
8
Victory Capital Management
Texas
$31.1M 241,971 -4,687 -2%
Morgan Stanley
9
Morgan Stanley
New York
$28.9M 224,663 +86,634 +63%
Stifel Financial
10
Stifel Financial
Missouri
$20.1M 156,657 +101,263 +183%
LPL Financial
11
LPL Financial
California
$18.1M 141,074 +5,332 +4%
AssetMark Inc
12
AssetMark Inc
California
$17.2M 134,025 +26,235 +24%
SFI
13
SPC Financial Inc
Maryland
$17M 132,005 +127,767 +3,015%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.4M 120,116 +41,612 +53%
Wells Fargo
15
Wells Fargo
California
$13.8M 107,130 +54,878 +105%
MWM
16
MinichMacGregor Wealth Management
New York
$10.5M 81,610 +81,610 New
WAS
17
WESPAC Advisors SoCal
California
$9.99M 77,735 +1,685 +2%
CWM
18
Chicago Wealth Management
Illinois
$9.36M 72,830 +1,149 +2%
UBS Group
19
UBS Group
Switzerland
$8.73M 67,881 +21,855 +47%
PFS
20
Prospera Financial Services
Texas
$6.28M 48,843 +48,843 New
SA
21
SFI Advisors
New Jersey
$5.86M 45,603 -1,389 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.72M 44,526 +33,782 +314%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.34M 41,541 +34 +0.1%
Citadel Advisors
24
Citadel Advisors
Florida
$5.24M 40,796 +20,863 +105%
DC
25
Davenport & Co
Virginia
$4.77M 37,126 +4,624 +14%