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 %
SXL
276
Summit X LLC
Missouri
$308K +$9.57K +269 +3%
AWM
277
Alterna Wealth Management
Texas
$304K +$304K +8,539 New
PW
278
PUREfi Wealth
Massachusetts
$295K +$295K +8,286 New
EWA
279
EverSource Wealth Advisors
Alabama
$286K +$286K +8,051 New
SEIA
280
Signature Estate & Investment Advisors
California
$272K +$272K +7,640 New
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$271K +$271K +7,607 New
MCA
282
MSH Capital Advisors
Arizona
$270K +$270K +7,602 New
KWA
283
Kingswood Wealth Advisors
California
$269K +$269K +7,552 New
Focus Partners Wealth
284
Focus Partners Wealth
Massachusetts
$268K +$268K +7,531 New
CSPIA
285
Cary Street Partners Investment Advisory
Virginia
$255K +$255K +7,173 New
Goldman Sachs
286
Goldman Sachs
New York
$252K +$252K +7,094 New
EFG
287
Embree Financial Group
Illinois
$250K +$250K +7,014 New
GJWM
288
Gilliland Jeter Wealth Management
Arkansas
$244K +$244K +6,866 New
GS
289
GWN Securities
Florida
$238K +$238K +6,658 New
CPRC
290
Consolidated Portfolio Review Corp
New York
$235K +$235K +6,602 New
CFG
291
Cooper Financial Group
California
$232K +$232K +6,509 New
PFA
292
Pinnacle Family Advisors
Missouri
$224K +$224K +6,305 New
ATC
293
Argent Trust Co
Tennessee
$217K +$217K +6,085 New
CC
294
Copperleaf Capital
North Carolina
$216K +$216K +6,059 New
UAG
295
United Advisor Group
Ohio
$212K +$212K +5,958 New
Cerity Partners
296
Cerity Partners
New York
$211K +$211K +5,921 New
AFP
297
Ausdal Financial Partners
Iowa
$210K +$210K +5,889 New
AIM
298
Advyzon Investment Management
Illinois
$200K +$200K +5,628 New
GSWM
299
Golden State Wealth Management
California
$182K +$182K +5,116 New
CIA
300
Cape Investment Advisory
Georgia
$169K +$166K +4,656 +4,850%
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