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

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
44
Reduced
70
Closed
37
Calls
$5.28M
Puts
$14.3M
Net Calls
-$9.07M
Net Calls Change
-$11.9M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$89.7M
2
AssetMark Inc
AssetMark Inc
California
+$67.3M
3
AWM
Affinity Wealth Management
Delaware
+$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
Bank of America
Bank of America
North Carolina
-$134M
3
Raymond James Financial
Raymond James Financial
Florida
-$108M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$101M
5
Truist Financial
Truist Financial
North Carolina
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$99.5M -$5.01M -35,756 -5%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$89.7M +$89.7M +640,000 New
AssetMark Inc
3
AssetMark Inc
California
$80.5M +$67.3M +479,981 +506%
Morgan Stanley
4
Morgan Stanley
New York
$65.9M +$11.9M +85,023 +22%
AWM
5
Affinity Wealth Management
Delaware
$28.9M +$28.9M +206,352 New
Two Sigma Investments
6
Two Sigma Investments
New York
$27.6M +$23.7M +169,500 +619%
Bank of America
7
Bank of America
North Carolina
$24.9M -$134M -958,255 -84%
SFI
8
SPC Financial Inc
Maryland
$23.8M +$4.34K +31 +0%
Wells Fargo
9
Wells Fargo
California
$23.2M +$6.88M +49,104 +42%
Ameriprise
10
Ameriprise
Minnesota
$22.7M +$7.93M +56,635 +54%
MML Investors Services
11
MML Investors Services
Massachusetts
$20.9M -$8M -57,096 -28%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$18M -$149M -1,066,697 -89%
LPL Financial
13
LPL Financial
California
$15.6M -$12.9M -91,857 -45%
Raymond James Financial
14
Raymond James Financial
Florida
$14.2M -$108M -770,496 -88%
Stifel Financial
15
Stifel Financial
Missouri
$14.2M -$7.6M -54,238 -35%
WAS
16
WESPAC Advisors SoCal
California
$13.8M +$841K +6,005 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$12.9M -$839K -5,988 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.7M -$5.27M -37,581 -29%
ASN
19
Advisory Services Network
Georgia
$11.5M +$636K +4,536 +6%
CWM
20
Chicago Wealth Management
Illinois
$11.1M +$276K +1,967 +3%
UBS Group
21
UBS Group
Switzerland
$9.87M -$5.44M -38,841 -36%
PFS
22
Prospera Financial Services
Texas
$8.66M +$938K +6,698 +12%
EE
23
EWG Elevate
California
$8.32M -$3.66M -26,123 -31%
MWM
24
MinichMacGregor Wealth Management
New York
$7.16M -$4.02M -28,677 -36%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$7.01M +$7.01M +50,000 New
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