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 %
VAS
101
Vestmark Advisory Solutions
Massachusetts
$4.7M +$341K +9,589 +8%
CA
102
Claro Advisors
Massachusetts
$4.65M +$4.08M +114,779 +728%
SCA
103
Snowden Capital Advisors
New York
$4.58M +$4.58M +128,812 New
KAS
104
Kestra Advisory Services
Texas
$4.43M +$4.12M +115,809 +1,317%
KPWS
105
Kestra Private Wealth Services
Texas
$4.34M +$4.34M +122,059 New
MFA
106
Mayflower Financial Advisors
Massachusetts
$4.32M +$3.99M +112,048 +1,191%
CAM
107
Cobblestone Asset Management
Virginia
$4.27M +$4.27M +119,874 New
VPP
108
Vertex Planning Partners
Illinois
$4.24M +$4.24M +119,129 New
QPWM
109
Quadrant Private Wealth Management
Pennsylvania
$4.23M +$347K +9,759 +9%
P
110
&Partners
Tennessee
$4.22M +$3.89M +108,954 +1,164%
HWM
111
Hobbs Wealth Management
Indiana
$4.17M +$4.17M +117,205 New
KWM
112
Keebeck Wealth Management
Illinois
$4.11M +$4.11M +115,583 New
SWM
113
SigFig Wealth Management
California
$3.99M +$3.74M +105,570 +1,456%
Osaic Holdings
114
Osaic Holdings
Arizona
$3.91M +$1.12M +31,755 +40%
CAL
115
Capital Analysts LLC
Pennsylvania
$3.85M +$3.85M +108,177 New
TVM
116
True Vision MN
Minnesota
$3.76M +$3.3M +92,758 +718%
SF
117
SWP Financial
California
$3.75M +$3.75M +105,294 New
MW
118
Maia Wealth
Colorado
$3.75M +$3.75M +105,293 New
GWP
119
Gen-Wealth Partners
Michigan
$3.71M +$2.81M +78,955 +311%
MCM
120
M1 Capital Management
Michigan
$3.41M +$3.41M +95,909 New
OWCM
121
One Wealth Capital Management
Arizona
$3.41M +$2.42M +67,948 +244%
FFN
122
Focus Financial Network
Minnesota
$3.36M +$3.36M +94,417 New
LWM
123
Liberty Wealth Management
California
$3.28M +$3.28M +92,248 New
USCWA
124
U.S. Capital Wealth Advisors
Texas
$3.19M +$3.19M +89,533 New
TPWA
125
Twin Peaks Wealth Advisors
California
$3.1M +$3.1M +84,291 New
3 4
5
6 7