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THRO

iShares U.S. Thematic Rotation Active ETF

370 hedge funds and large institutions have $6.62B invested in iShares U.S. Thematic Rotation Active ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 262 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 41

282% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 17

29% more capital invested

Capital invested by funds: $5.14B → $6.62B (+$1.48B)

12% more funds holding

Funds holding: 330370 (+40)

2.38% less ownership

Funds ownership: 106.4%104.03% (-2.4%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
370
Holders Change
+40
Holders Change %
+12.12%
% of All Funds
4.86%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
65
Increased
262
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
301
Kingswood Wealth Advisors
California
$360K +$72K +1,968 +26%
ATC
302
Argent Trust Co
Tennessee
$358K +$124K +3,374 +55%
SFS
303
Sowell Financial Services
Arkansas
$355K +$16.3K +446 +5%
GJWM
304
Gilliland Jeter Wealth Management
Arkansas
$353K +$90K +2,459 +36%
TFA
305
Transamerica Financial Advisors
Florida
$349K +$337K +9,208 New
LAS
306
Lloyd Advisory Services
Georgia
$331K -$659 -18 -0.2%
BCI
307
Blue Capital Inc
Nebraska
$320K +$309K +8,452 New
Wealth Enhancement Advisory Services
308
Wealth Enhancement Advisory Services
Minnesota
$310K +$301K +8,219 New
EWA
309
EverSource Wealth Advisors
Alabama
$310K +$4.83K +132 +2%
PW
310
PUREfi Wealth
Massachusetts
$304K -$9.48K -259 -3%
CPRC
311
Consolidated Portfolio Review Corp
New York
$295K +$43.5K +1,189 +18%
ECA
312
Elevated Capital Advisors
Utah
$293K +$283K +7,735 New
CAM
313
Concorde Asset Management
Michigan
$291K +$281K +7,683 New
BWM
314
BAM Wealth Management
Colorado
$291K +$281K +7,683 New
CFG
315
Cooper Financial Group
California
$287K +$39.2K +1,070 +16%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$285K +$13.3K +362 +5%
Focus Partners Wealth
317
Focus Partners Wealth
Massachusetts
$285K
GS
318
GWN Securities
Florida
$284K +$29.9K +816 +12%
IW
319
Imprint Wealth
South Carolina
$281K +$272K +7,421 New
O3W
320
Omni 360 Wealth
New Jersey
$261K +$253K +6,903 New
FWM
321
FLP Wealth Management
Arkansas
$249K -$95.3K -2,602 -28%
SWA
322
Sax Wealth Advisors
New Jersey
$246K +$238K +6,491 New
CIA
323
Cape Investment Advisory
Georgia
$243K +$61.1K +1,668 +35%
PFA
324
Pinnacle Family Advisors
Missouri
$240K +$1.1K +30 +0.5%
GSWM
325
Golden State Wealth Management
California
$237K +$42.2K +1,154 +23%