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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
SWM
101
SigFig Wealth Management
California
$229K +$244K +7,253 New
IAN
102
Integrated Advisors Network
Texas
$212K +$225K +6,692 New
SA
103
Sovran Advisors
California
$207K +$229K +6,816 New
Comerica Bank
104
Comerica Bank
Texas
$81.6K +$86.6K +2,575 New
ACA
105
Aptus Capital Advisors
Alabama
$70.4K +$74.7K +2,220 New
AG
106
AmeriFlex Group
Nevada
$59.9K +$63.6K +1,890 New
TRCT
107
Tower Research Capital (TRC)
New York
$57.9K +$59.6K +1,773 +3,345%
MG
108
Mather Group
Illinois
$56K +$59.5K +1,768 New
GWANC
109
Guardian Wealth Advisors (North Carolina)
North Carolina
$55.6K +$59.1K +1,756 New
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$45K +$48.1K +1,431 New
Q1WB
111
Quest 10 Wealth Builders
Virginia
$28.5K +$30.2K +898 New
HNB
112
Huntington National Bank
Ohio
$26.7K – – –
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$25.8K – – –
CCM
114
Coldstream Capital Management
Washington
$19.9K +$21.1K +627 New
AF
115
Advisornet Financial
Minnesota
$17K +$18K +536 New
SWM
116
Spire Wealth Management
Virginia
$14.6K +$15.5K +461 New
NRC
117
New Republic Capital
North Carolina
$9.76K +$10.4K +308 New
PTC
118
Private Trust Company
Ohio
$6.97K +$7.4K +220 New
RCM
119
Raleigh Capital Management
North Carolina
$6.69K +$7.1K +211 New
PSFG
120
Park Square Financial Group
Georgia
$5.07K +$5.38K +160 New
CA
121
Continuum Advisory
Idaho
$4.31K +$4.58K +136 New
CIA
122
Cape Investment Advisory
Georgia
$3.04K +$3.23K +96 New
CPG
123
Cornerstone Planning Group
New Jersey
$2.47K +$2.69K +80 New
IA
124
IFP Advisors
Florida
$1.55K +$1.65K +49 New
LFG
125
Larson Financial Group
Missouri
$919 +$976 +29 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.