THRO

iShares U.S. Thematic Rotation Active ETF

322 hedge funds and large institutions have $5.05B invested in iShares U.S. Thematic Rotation Active ETF in 2025 Q2 according to their latest regulatory filings, with 210 funds opening new positions, 104 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
322
Holders Change
+198
Holders Change %
+159.68%
% of All Funds
4.32%
Holding in Top 10
12
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
210
Increased
104
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.69B 47,621,954 +43,715,225 +1,119%
LPL Financial
2
LPL Financial
California
$555M 15,594,898 +13,885,825 +812%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$357M 10,021,047 +7,086,183 +241%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$163M 4,590,625 +4,302,465 +1,493%
Morgan Stanley
5
Morgan Stanley
New York
$148M 4,154,556 +3,939,850 +1,835%
MML Investors Services
6
MML Investors Services
Massachusetts
$135M 3,780,884 +3,375,159 +832%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$113M 3,164,420 +2,461,602 +350%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$98.6M 2,770,784 +2,578,064 +1,338%
Bank of America
9
Bank of America
North Carolina
$89.7M 2,522,347 +2,522,347 New
NA
10
NewEdge Advisors
Louisiana
$76.8M 2,159,305 +1,924,660 +820%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$71.5M 2,009,950 +1,967,991 +4,690%
SW
12
SoFi Wealth
California
$67M 1,884,208 +1,884,208 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$61.9M 1,740,727 +1,740,727 New
JC
14
JB Capital
Connecticut
$57.4M 1,613,221 +1,613,221 New
FIA
15
Foundations Investment Advisors
Arizona
$50M 1,404,215 +1,224,193 +680%
UCFA
16
United Capital Financial Advisors
Texas
$42.6M 1,196,978 +1,196,978 New
MFG
17
Merit Financial Group
Georgia
$37.6M 1,055,592 +1,055,592 New
AWMS
18
Advocacy Wealth Management Services
Georgia
$36M 1,013,087 +492,117 +94%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$34.8M 977,499 +977,499 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$32.3M 907,617 +760,432 +517%
Stifel Financial
21
Stifel Financial
Missouri
$30.4M 854,164 +775,553 +987%
IWC
22
Integrated Wealth Concepts
Massachusetts
$29.4M 826,281 +394,876 +92%
APW
23
Austin Private Wealth
Texas
$26.8M 753,803 +753,803 New
AWM
24
AE Wealth Management
Kansas
$25.7M 721,148 +532,740 +283%
AG
25
Ascent Group
Virginia
$25.2M 708,623 +650,695 +1,123%