We are live on ! Find out more
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
MLA
76
My Legacy Advisors
Oregon
$354K +$376K +11,176 New
BWM
77
BCGM Wealth Management
Indiana
$352K +$374K +11,113 New
LFA
78
LGT Financial Advisors
Texas
$349K +$370K +11,005 New
BW
79
Balance Wealth
Ohio
$338K +$359K +10,676 New
FAIM
80
Financial Advocates Investment Management
Washington
$330K +$350K +10,410 New
OIA
81
OneDigital Investment Advisors
Kansas
$329K +$350K +10,392 New
EFG
82
Ehrlich Financial Group
California
$318K +$337K +10,021 New
TF
83
Theory Financial
Colorado
$313K +$333K +9,885 New
MFA
84
Mayflower Financial Advisors
Massachusetts
$298K +$317K +9,410 New
P
85
&Partners
Tennessee
$295K +$315K +9,364 New
NL
86
NWAM LLC
Washington
$292K +$310K +9,230 New
AWMNH
87
Arcadia Wealth Management (New Hampshire)
New Hampshire
$288K +$305K +9,081 New
HA
88
Herold Advisors
New York
$286K +$303K +9,010 New
T
89
Transce3nd
Texas
$283K +$300K +8,930 New
KAS
90
Kestra Advisory Services
Texas
$279K +$296K +8,792 New
PA
91
PFG Advisors
Arizona
$276K +$293K +8,704 New
LAS
92
Lloyd Advisory Services
Georgia
$273K +$289K +8,604 New
FWM
93
FLP Wealth Management
Arkansas
$272K +$289K +8,586 New
SXL
94
Summit X LLC
Missouri
$266K +$282K +8,396 New
VCP
95
Verus Capital Partners
Arizona
$261K +$277K +8,226 New
SVWG
96
Shared Vision Wealth Group
United States
$258K +$274K +8,137 New
CAWM
97
Capital A Wealth Management
Pennsylvania
$249K +$264K +7,859 New
WS
98
Wedbush Securities
California
$246K +$262K +7,777 New
SWC
99
Spectrum Wealth Counsel
Indiana
$246K +$261K +7,749 New
GM
100
GeoWealth Management
Illinois
$230K +$244K +7,265 New
2 3
4
5 6

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.