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 %
HKIMG
251
Hutchens & Kramer Investment Management Group
Indiana
$458K +$458K +12,926 New
SIS
252
Sound Income Strategies
Florida
$456K +$456K +12,829 New
GIA
253
Gladstone Institutional Advisory
Florida
$454K +$454K +12,751 New
SWP
254
Semus Wealth Partners
Florida
$447K +$447K +12,572 New
LWA
255
Lantern Wealth Advisors
New York
$447K +$447K +12,567 New
WEG
256
World Equity Group
Illinois
$436K +$436K +12,248 New
DC
257
Davenport & Co
Virginia
$428K +$428K +12,037 New
PS
258
Principal Securities
Iowa
$426K +$426K +11,960 New
JSL
259
JT Stratford LLC
Georgia
$422K +$422K +11,859 New
GFA
260
Gallagher Fiduciary Advisors
Illinois
$409K +$409K +11,486 New
LSA
261
Lion Street Advisors
Texas
$408K +$408K +11,467 New
LA
262
Lifeworks Advisors
Michigan
$399K +$399K +11,221 New
T
263
Transce3nd
Texas
$387K +$69.3K +1,949 +22%
FPAS
264
Focus Partners Advisor Solutions
Missouri
$378K +$378K +10,629 New
MFG
265
Magnus Financial Group
New York
$369K +$369K +10,375 New
PTC
266
Private Trust Company
Ohio
$362K +$354K +9,951 +4,523%
HIM
267
Hanlon Investment Management
New Jersey
$358K +$358K +10,050 New
FI
268
FWG Investments
Kentucky
$344K +$344K +9,655 New
AWMNH
269
Arcadia Wealth Management (New Hampshire)
New Hampshire
$330K +$6.62K +186 +2%
HA
270
Herold Advisors
New York
$325K +$4.73K +133 +1%
MA
271
Mosaic Advisors
Texas
$325K +$325K +9,143 New
JWCA
272
J.W. Cole Advisors
Florida
$324K +$324K +9,099 New
SFS
273
Sowell Financial Services
Arkansas
$318K +$318K +8,935 New
FEM
274
Fulcrum Equity Management
Texas
$316K +$316K +8,874 New
LAS
275
Lloyd Advisory Services
Georgia
$312K +$5.69K +160 +2%
9 10
11
12 13