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

180 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+30
Holders Change %
+20%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$29.7M
2
Morgan Stanley
Morgan Stanley
New York
$55.5M
3
EE
EWG Elevate
California
$12.3M
4
Ameriprise
Ameriprise
Minnesota
$15.2M
5
ASN
Advisory Services Network
Georgia
$11.1M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$104M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
3
WA
WestEnd Advisors
North Carolina
$102M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$110M
5
AssetMark Inc
AssetMark Inc
California
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$172M -$8.64M -59,974 -5%
Bank of America
2
Bank of America
North Carolina
$164M -$5.39M -37,380 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$126M +$126M +872,148 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$110M -$8.09M -56,133 -7%
Fisher Asset Management
5
Fisher Asset Management
Washington
$107M -$4.73M -32,844 -4%
Truist Financial
6
Truist Financial
North Carolina
$104M -$8.78M -60,960 -8%
WA
7
WestEnd Advisors
North Carolina
$102M -$8.32M -57,713 -8%
Morgan Stanley
8
Morgan Stanley
New York
$55.5M +$23.1M +160,585 +71%
Victory Capital Management
9
Victory Capital Management
Texas
$33.5M -$1.38M -9,572 -4%
MML Investors Services
10
MML Investors Services
Massachusetts
$29.7M +$28.5M +197,775 +2,291%
LPL Financial
11
LPL Financial
California
$29.2M +$8.91M +61,864 +44%
SFI
12
SPC Financial Inc
Maryland
$24.5M +$5.43M +37,678 +29%
Stifel Financial
13
Stifel Financial
Missouri
$22.4M -$196K -1,363 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18.4M +$1.12M +7,786 +6%
Wells Fargo
15
Wells Fargo
California
$16.8M +$1.34M +9,287 +9%
UBS Group
16
UBS Group
Switzerland
$15.7M +$5.97M +41,414 +61%
Ameriprise
17
Ameriprise
Minnesota
$15.2M +$11.5M +79,522 +308%
Osaic Holdings
18
Osaic Holdings
Arizona
$14.2M +$9.2M +63,809 +185%
AssetMark Inc
19
AssetMark Inc
California
$13.7M -$5.65M -39,200 -29%
WAS
20
WESPAC Advisors SoCal
California
$13.3M +$2.12M +14,737 +19%
EE
21
EWG Elevate
California
$12.3M +$12.3M +85,475 New
MWM
22
MinichMacGregor Wealth Management
New York
$11.5M -$264K -1,829 -2%
ASN
23
Advisory Services Network
Georgia
$11.1M +$11.1M +77,328 New
CWM
24
Chicago Wealth Management
Illinois
$11.1M +$627K +4,353 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$8.49M +$2.51M +17,395 +42%
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