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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
SHIM
51
Stone House Investment Management
Pennsylvania
$903K +$958K +28,488 New
Truist Financial
52
Truist Financial
North Carolina
$894K +$949K +28,223 New
OWCM
53
One Wealth Capital Management
Arizona
$881K +$935K +27,794 New
TC
54
TownSquare Capital
Utah
$881K +$935K +27,794 New
TF
55
Trek Financial
Arizona
$873K +$926K +27,535 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$864K +$917K +27,255 New
GWP
57
Gen-Wealth Partners
Michigan
$806K +$855K +25,427 New
RSWM
58
Robertson Stephens Wealth Management
California
$783K +$832K +24,720 New
SB
59
Strategic Blueprint
Georgia
$751K +$797K +23,695 New
SFM
60
Signet Financial Management
New Jersey
$711K +$754K +22,427 New
HFA
61
High Falls Advisors
New York
$695K +$738K +21,944 New
RWS
62
Retirement Wealth Solutions
Wisconsin
$681K +$723K +21,504 New
PWM
63
Perigon Wealth Management
California
$662K +$702K +20,876 New
ASN
64
Advisory Services Network
Georgia
$651K +$691K +20,540 New
OAP
65
One Advisory Partners
Kansas
$579K +$614K +18,256 New
CW
66
CreativeOne Wealth
Kansas
$578K +$613K +18,229 New
FHA
67
First Horizon Advisors
Tennessee
$518K +$550K +16,342 New
CA
68
Claro Advisors
Massachusetts
$500K +$531K +15,776 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$480K +$510K +15,147 New
BEI
70
Benjamin Edwards Inc
Missouri
$480K +$509K +15,141 New
MPW
71
MA Private Wealth
California
$445K +$472K +14,031 New
WP
72
WealthShield Partners
North Carolina
$425K +$451K +13,408 New
TVM
73
True Vision MN
Minnesota
$409K +$434K +12,913 New
ATPW
74
Ashton Thomas Private Wealth
Arizona
$385K +$408K +12,141 New
TWM
75
TSA Wealth Management
Texas
$379K +$402K +11,965 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.