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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
HA
376
Herold Advisors
New York
-$325K -9,143 Closed
MA
377
Mosaic Advisors
Texas
-$325K -9,143 Closed
SXL
378
Summit X LLC
Missouri
-$308K -8,665 Closed
Cerity Partners
379
Cerity Partners
New York
-$211K -5,921 Closed
GWANC
380
Guardian Wealth Advisors (North Carolina)
North Carolina
-$47.4K -1,333 Closed
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
-$32.1K -901 Closed
AAP
382
Arax Advisory Partners
Colorado
-$12.8K -359 Closed
CA
383
Clearstead Advisors
Ohio
-$10.3K -289 Closed
PSFG
384
Park Square Financial Group
Georgia
-$5.69K -160 Closed
ADL
385
Asset Dedication LLC
California
-$3.56K -100 Closed
EB
386
Eastern Bank
Massachusetts
-$2.85K -80 Closed
AW
387
Avion Wealth
Texas
+$220 +6 New