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THRO

iShares U.S. Thematic Rotation Active ETF
THRO

125 hedge funds and large institutions have $527M invested in iShares U.S. Thematic Rotation Active ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,229% more capital invested

Capital invested by funds: $8.33M → $527M (+$519M)

1,983% more funds holding

Funds holding: 6 → 125 (+119)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

32.89% more ownership

Funds ownership: 68.9% → 101.8% (+33%)

Holders
125
Holders Change
+119
Holders Change %
+1,983.33%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
119
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$131M
2
JP Morgan Chase
JP Morgan Chase
New York
+$98.7M
3
LPL Financial
LPL Financial
California
+$57.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$23.6M
5
MC
McMorgan & Co
California
+$19.9M

Top Sellers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$3.45M +$3.67M +109,010 New
WWG
27
West Wealth Group
California
$3.22M +$3.39M +100,811 New
IWA
28
Icon Wealth Advisors
Texas
$3.01M +$3.2M +95,066 New
OP
29
ORG Partners
Indiana
$2.72M -$1.34M -39,766 -32%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.51M +$2.6M +77,371 +3,892%
Stifel Financial
31
Stifel Financial
Missouri
$2.49M +$2.64M +78,611 New
BBA
32
Braun-Bostich & Associates
Pennsylvania
$2.34M +$2.48M +73,721 New
HGWM
33
Horst & Graben Wealth Management
Oregon
$2.2M +$2.33M +69,298 New
SHJ
34
Sharkey, Howes & Javer
Colorado
$2.15M +$2.28M +67,820 New
CIAS
35
CFS Investment Advisory Services
New Jersey
$2M +$2.12M +62,963 New
KFS
36
Kelly Financial Services
Massachusetts
$1.92M +$2.04M +60,580 New
AG
37
Ascent Group
Virginia
$1.84M +$1.95M +57,928 New
OWA
38
One Wealth Advisors
California
$1.82M +$1.93M +57,306 New
MA
39
Mutual Advisors
Nebraska
$1.73M +$1.83M +54,538 New
FFA
40
Farther Finance Advisors
California
$1.46M +$1.54M +45,700 New
AWS
41
Atria Wealth Solutions
New York
$1.42M +$1.51M +44,824 New
JWA
42
JFS Wealth Advisors
Pennsylvania
$1.39M +$1.48M +43,997 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M +$1.45M +43,019 New
BCI
44
Brinker Capital Investments
Pennsylvania
$1.34M +$1.42M +42,294 New
OPS
45
Orion Portfolio Solutions
Nebraska
$1.34M +$1.42M +42,294 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$1.33M +$1.41M +41,959 New
AI
47
Atria Investments
North Carolina
$1.29M +$1.37M +40,819 New
AAS
48
Avantax Advisory Services
Texas
$1.26M +$1.34M +39,906 New
WA
49
Wealth Alliance
New York
$1.14M +$1.21M +35,832 New
WFS
50
WealthGarden F.S.
California
$987K +$1.05M +31,135 New
1
2
3 4 5

THRO Hedge Fund Activity: Q1 2025 in Review

125 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Thematic Rotation Active ETF (THRO) for Q1 2025, worth a combined $527M — up 6,229% from $8.33M a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new THRO positions and 0 closed out — a net gain of 119 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $131M. The largest seller was ORG Partners, cutting an estimated $1.34M.

  • 125 institutional investors held iShares U.S. Thematic Rotation Active ETF (THRO) as of Q1 2025, up from 6 in Q4 2024.
  • Funds reported $527M of iShares U.S. Thematic Rotation Active ETF stock for Q1 2025, up 6,229% quarter-over-quarter.
  • 119 funds opened new iShares U.S. Thematic Rotation Active ETF positions in Q1 2025 and 0 closed out, a net change of +119 holders.
  • The largest iShares U.S. Thematic Rotation Active ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $131M added.
  • The largest iShares U.S. Thematic Rotation Active ETF seller in Q1 2025 was ORG Partners, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2025.