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THRO

iShares U.S. Thematic Rotation Active ETF

470 hedge funds and large institutions have $7.73B invested in iShares U.S. Thematic Rotation Active ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 332 increasing their positions, 53 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 53

100% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 33

6% more capital invested

Capital invested by funds: $7.28B → $7.73B (+$457M)

5% more funds holding

Funds holding: 448470 (+22)

2.77% more ownership

Funds ownership: 103.05%105.82% (+2.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
470
Holders Change
+22
Holders Change %
+4.91%
% of All Funds
5.79%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
66
Increased
332
Reduced
53
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.99B +$199M +5,220,835 +10%
LPL Financial
2
LPL Financial
California
$807M +$72.9M +1,913,437 +9%
BlackRock
3
BlackRock
New York
$450M -$18.3M -478,873 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$404M +$32.6M +854,574 +8%
Morgan Stanley
5
Morgan Stanley
New York
$247M +$41.3M +1,084,766 +19%
PAS
6
Park Avenue Securities
New York
$179M +$188M +4,942,233 New
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$170M -$2.64M -69,213 -1%
MML Investors Services
8
MML Investors Services
Massachusetts
$161M -$5.5M -144,272 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$152M +$11M +289,158 +7%
NA
10
NewEdge Advisors
Louisiana
$140M +$11.7M +306,181 +9%
Bank of America
11
Bank of America
North Carolina
$132M +$17.2M +451,207 +14%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$118M +$165K +4,338 +0.1%
Ameriprise
13
Ameriprise
Minnesota
$110M +$26.7M +700,525 +30%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$109M +$14.6M +383,985 +15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$99.3M +$7.9M +207,223 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$94.4M +$10.4M +272,849 +12%
SW
17
SoFi Wealth
California
$83.5M +$7.13M +187,084 +9%
SA
18
Sanctuary Advisors
Indiana
$76.9M +$6.05M +158,816 +8%
MFG
19
Merit Financial Group
Georgia
$74.8M +$11.1M +290,023 +16%
JC
20
JB Capital
Connecticut
$68.5M +$4.34M +113,972 +6%
FIA
21
Foundations Investment Advisors
Arizona
$67.1M +$7.52M +197,425 +12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$55.3M +$3.8M +99,611 +7%
UCFA
23
United Capital Financial Advisors
Texas
$45.6M +$305K +8,005 +0.6%
AWMS
24
Advocacy Wealth Management Services
Georgia
$44.1M +$2.93M +76,765 +7%
AAP
25
Arax Advisory Partners
Colorado
$40.9M +$42.5M +1,116,139 +7,972%