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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
HGWM
51
Horst & Graben Wealth Management
Oregon
$13.8M +$1.19M +32,495 +10%
SFP
52
Shepherd Financial Partners
Massachusetts
$13M +$184K +5,034 +1%
SFS
53
Security Financial Services
Indiana
$12.9M +$404K +11,023 +3%
EL
54
EQ LLC
Washington
$12.7M +$2.42M +66,061 +25%
BCI
55
Brinker Capital Investments
Pennsylvania
$12.6M -$13K -356 -0.1%
HFA
56
High Falls Advisors
New York
$12.5M +$9.3K +254 +0.1%
KW
57
KWB Wealth
California
$11.8M +$12.2M +332,587 New
PWM
58
Perigon Wealth Management
California
$11.8M +$3.22M +88,045 +39%
OWA
59
One Wealth Advisors
California
$11.4M +$742K +20,262 +7%
IA
60
Integrity Alliance
Iowa
$10.9M +$1.71M +46,574 +19%
EL
61
EWA LLC
Pennsylvania
$10.8M +$342K +9,331 +3%
PWA
62
Physician Wealth Advisors
Utah
$10.7M +$498K +13,592 +5%
KFS
63
Kelly Financial Services
Massachusetts
$10.7M +$344K +9,387 +3%
WA
64
Wealth Alliance
New York
$10.5M +$339K +9,273 +3%
SB
65
Strategic Blueprint
Georgia
$10.4M +$774K +21,137 +8%
SFO
66
Stokes Family Office
Louisiana
$9.85M -$669K -18,272 -7%
FFA
67
Farther Finance Advisors
California
$9.75M +$2.7M +73,658 +40%
TWP
68
Triad Wealth Partners
Kansas
$9.73M +$2.19M +59,754 +30%
MOS
69
MGO One Seven
Ohio
$9.47M +$7.04M +192,428 +334%
KFSC
70
Keystone Financial Services (Colorado)
Colorado
$9.4M +$308K +8,423 +4%
PFG
71
PAX Financial Group
Texas
$9.26M +$855K +23,349 +11%
TF
72
Trek Financial
Arizona
$8.78M +$665K +18,152 +8%
SWP
73
Stratos Wealth Partners
Ohio
$8.74M +$627K +17,119 +8%
PAG
74
Private Advisor Group
New Jersey
$8.33M +$2.39M +65,379 +42%
OAP
75
One Advisory Partners
Kansas
$8.23M +$242K +6,612 +3%