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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
RIA
101
Regal Investment Advisors
Michigan
$6.01M +$366K +9,992 +7%
EFG
102
Embree Financial Group
Illinois
$5.94M +$5.49M +149,842 +2,136%
SPIA
103
Steward Partners Investment Advisory
New York
$5.86M +$4.47M +122,081 +372%
WP
104
WealthShield Partners
North Carolina
$5.83M +$136K +3,711 +2%
AWM
105
Apollon Wealth Management
South Carolina
$5.8M +$3.7M +101,157 +194%
BHWM
106
Bay Harbor Wealth Management
Maryland
$5.8M +$53.3K +1,455 +1%
AWP
107
Avid Wealth Partners
Texas
$5.7M +$232K +6,341 +4%
BFG
108
Buttonwood Financial Group
Missouri
$5.53M -$8.64M -235,988 -62%
PIA
109
Perennial Investment Advisors
California
$5.5M +$84.2K +2,299 +2%
BWM
110
BCGM Wealth Management
Indiana
$5.5M +$187K +5,101 +4%
KCM
111
KM Capital Management
Texas
$5.46M -$135K -3,685 -2%
OP
112
ORG Partners
Indiana
$5.41M +$314K +8,576 +6%
P
113
&Partners
Tennessee
$5.33M +$800K +21,859 +18%
SCA
114
Snowden Capital Advisors
New York
$5.18M +$292K +7,988 +6%
KAS
115
Kestra Advisory Services
Texas
$5.17M +$435K +11,886 +10%
Raymond James Financial
116
Raymond James Financial
Florida
$5.14M +$4.9M +133,884 +6,684%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$5.11M +$111K +3,026 +2%
VT
118
Vise Technologies
New York
$4.83M +$4.16M +113,734 +825%
QPWM
119
Quadrant Private Wealth Management
Pennsylvania
$4.81M +$304K +8,304 +7%
MFA
120
Mayflower Financial Advisors
Massachusetts
$4.77M +$169K +4,609 +4%
USCWA
121
U.S. Capital Wealth Advisors
Texas
$4.66M +$1.23M +33,636 +38%
VPP
122
Vertex Planning Partners
Illinois
$4.65M +$138K +3,764 +3%
MW
123
Maia Wealth
Colorado
$4.64M +$534K +14,589 +14%
CAM
124
Cobblestone Asset Management
Virginia
$4.59M +$47.3K +1,292 +1%
HWM
125
Hobbs Wealth Management
Indiana
$4.55M +$108K +2,949 +3%