THRO

iShares U.S. Thematic Rotation Active ETF
THRO

Overview Fund Activity

324 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, 105 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+200
Holders Change %
+161.29%
% of All Funds
4.35%
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
105
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.69B
2
LPL Financial
LPL Financial
California
$555M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$357M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$163M
5
Morgan Stanley
Morgan Stanley
New York
$148M

Top Sellers

1
KCM
KM Capital Management
Texas
$5.26M
2
TC
TownSquare Capital
Utah
$0
3
BW
Balance Wealth
Ohio
$0
4
MC
McMorgan & Co
California
$20.7M
5
JWA
JFS Wealth Advisors
Pennsylvania
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISFAN
226
Investor's Fiduciary Advisor Network
Washington
$588K +$588K +16,538 New
FIM
227
Freedom Investment Management
Connecticut
$587K +$587K +16,487 New
FA
228
Fedenia Advisers
Wisconsin
$581K +$581K +16,341 New
GM
229
GeoWealth Management
Illinois
$573K +$314K +8,836 +122%
CWMK
230
Caliber Wealth Management (Kansas)
Kansas
$569K +$569K +16,000 New
AFW
231
Avantra Family Wealth
Pennsylvania
$569K +$569K +15,993 New
AIA
232
Accelerate Investment Advisors
California
$568K +$568K +15,954 New
MA
233
MKT Advisors
California
$558K +$558K +15,743 New
LFA
234
LGT Financial Advisors
Texas
$552K +$161K +4,521 +41%
CFD
235
Creative Financial Designs
Indiana
$552K +$552K +15,518 New
AWA
236
Arkadios Wealth Advisors
Georgia
$533K +$533K +14,985 New
RFA
237
Resurgent Financial Advisors
Georgia
$531K +$531K +14,925 New
BFA
238
Beacon Financial Advisory
Ohio
$528K +$528K +14,838 New
RIS
239
Richmond Investment Services
Wisconsin
$519K +$519K +14,575 New
CCG
240
Catalina Capital Group
California
$511K +$511K +14,371 New
NCM
241
Northwest Capital Management
Oregon
$500K +$500K +14,043 New
AWA
242
Arete Wealth Advisors
Illinois
$494K +$494K +13,881 New
CCM
243
Coldstream Capital Management
Washington
$491K +$469K +13,181 +2,102%
TRCT
244
Tower Research Capital (TRC)
New York
$491K +$426K +11,969 +655%
VT
245
Vise Technologies
New York
$490K +$490K +13,781 New
KV
246
Kickstand Ventures
New York
$489K +$489K +13,745 New
WS
247
Wedbush Securities
California
$486K +$210K +5,894 +76%
MWA
248
MN Wealth Advisors
Kansas
$471K +$471K +13,239 New
EWA
249
EP Wealth Advisors
California
$469K +$469K +13,183 New
BOSSRA
250
B.O.S.S. Retirement Advisors
Utah
$466K +$466K +13,093 New
8 9
10
11 12