THRO

iShares U.S. Thematic Rotation Active ETF
THRO

Overview Fund Activity

324 hedge funds and large institutions have $5.05B invested in iShares U.S. Thematic Rotation Active ETF in 2025 Q2 according to their latest regulatory filings, with 210 funds opening new positions, 105 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+200
Holders Change %
+161.29%
% of All Funds
4.35%
Holding in Top 10
12
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
210
Increased
105
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.69B
2
LPL Financial
LPL Financial
California
$555M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$357M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$163M
5
Morgan Stanley
Morgan Stanley
New York
$148M

Top Sellers

1
KCM
KM Capital Management
Texas
$5.26M
2
TC
TownSquare Capital
Utah
$0
3
BW
Balance Wealth
Ohio
$0
4
MC
McMorgan & Co
California
$20.7M
5
JWA
JFS Wealth Advisors
Pennsylvania
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
76
Midwest Capital Advisors
Michigan
$6.65M +$6.65M +187,038 New
BFG
77
Beacon Financial Group
Texas
$6.58M +$6.58M +185,027 New
FFA
78
Farther Finance Advisors
California
$6.55M +$4.92M +138,271 +303%
T
79
Tidemark
California
$6.3M +$6.3M +177,053 New
SL
80
SWMG LLC
Texas
$6.21M +$6.21M +170,605 New
AssetMark Inc
81
AssetMark Inc
California
$6.17M +$1.61M +45,376 +35%
SL
82
Sentinus LLC
Illinois
$6.08M +$6.08M +170,763 New
TC
83
Trilogy Capital
California
$6.07M +$6.07M +170,537 New
TWM
84
TSA Wealth Management
Texas
$5.64M +$5.21M +146,473 +1,224%
PAG
85
Private Advisor Group
New Jersey
$5.5M +$5.5M +154,527 New
BHWM
86
Bay Harbor Wealth Management
Maryland
$5.39M +$5.39M +151,613 New
BCM
87
Brookstone Capital Management
Illinois
$5.36M +$5.36M +150,637 New
WP
88
WealthShield Partners
North Carolina
$5.35M +$4.87M +136,851 +1,021%
FHA
89
First Horizon Advisors
Tennessee
$5.3M +$4.72M +132,655 +812%
RIA
90
Regal Investment Advisors
Michigan
$5.29M +$5.29M +148,692 New
KCM
91
KM Capital Management
Texas
$5.26M -$927K -26,050 -15%
AWP
92
Avid Wealth Partners
Texas
$5.13M +$5.13M +144,230 New
PIA
93
Perennial Investment Advisors
California
$5.09M +$5.09M +143,031 New
AR
94
Apeiron RIA
Texas
$5.01M +$5.01M +140,887 New
BWM
95
BCGM Wealth Management
Indiana
$4.98M +$4.59M +128,988 +1,161%
TFGT
96
TS Financial Group (TSFG)
Illinois
$4.96M +$4.96M +139,432 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$4.89M +$4.84M +135,893 +9,496%
SA
98
Sovran Advisors
California
$4.72M +$4.48M +125,745 +1,845%
OP
99
ORG Partners
Indiana
$4.72M +$1.69M +47,730 +56%
SW
100
Simplicity Wealth
New Jersey
$4.7M +$4.7M +132,156 New
2 3
4
5 6