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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
Stifel Financial
26
Stifel Financial
Missouri
$33.1M +$715K +19,525 +2%
AWM
27
AE Wealth Management
Kansas
$29.2M +$1.84M +50,187 +7%
GA
28
Goldstein Advisors
Wisconsin
$28.4M +$7.48M +204,393 +37%
AG
29
Ascent Group
Virginia
$27.5M +$694K +18,970 +3%
APW
30
Austin Private Wealth
Texas
$27.1M -$1.38M -37,719 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$26.8M +$6.26M +171,001 +31%
AI
32
Atria Investments
North Carolina
$25M +$4.23M +115,448 +21%
Truist Financial
33
Truist Financial
North Carolina
$22M +$698K +19,071 +3%
CW
34
CreativeOne Wealth
Kansas
$21.5M +$966K +26,378 +5%
IWC
35
Integrated Wealth Concepts
Massachusetts
$21.4M -$9.52M -260,146 -31%
IWA
36
Icon Wealth Advisors
Texas
$21.3M +$1.65M +45,155 +9%
SA
37
Scarborough Advisors
Maryland
$18.5M +$300K +8,197 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$18.3M +$1.18M +32,227 +7%
MPW
39
MA Private Wealth
California
$18.1M +$495K +13,520 +3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$17.7M +$12.1M +331,294 +241%
PCA
41
Prosperity Capital Advisors
Ohio
$17.7M +$1.54M +42,160 +10%
SHJ
42
Sharkey, Howes & Javer
Colorado
$17.4M +$408K +11,148 +2%
US Bancorp
43
US Bancorp
Minnesota
$17.3M +$546K +14,919 +3%
MC
44
McMorgan & Co
California
$17.1M -$4.81M -131,489 -23%
WWG
45
West Wealth Group
California
$15.2M +$1.22M +33,286 +9%
IWM
46
IHT Wealth Management
Illinois
$15.2M +$3.94M +107,686 +37%
SW
47
SteelPeak Wealth
California
$14.8M +$434K +11,856 +3%
Mariner
48
Mariner
Kansas
$14.7M +$957K +26,133 +7%
CIAS
49
CFS Investment Advisory Services
New Jersey
$14.7M +$422K +11,514 +3%
SHIM
50
Stone House Investment Management
Pennsylvania
$14.6M +$472K +12,884 +3%