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 %
ATS
126
Ashton Thomas Securities
New York
$3.01M +$3.01M +84,468 New
EPW
127
Endeavor Private Wealth
Kansas
$2.89M +$2.89M +81,288 New
EFG
128
Ehrlich Financial Group
California
$2.84M +$2.48M +69,756 +696%
CWM
129
Certus Wealth Management
California
$2.79M +$2.79M +78,328 New
TWM
130
Tradition Wealth Management
Minnesota
$2.78M +$2.78M +78,196 New
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$2.77M +$1.24M +34,714 +81%
LWA
132
Lifelong Wealth Advisors
Minnesota
$2.75M +$2.75M +77,372 New
MWM
133
Modern Wealth Management
Kansas
$2.72M +$2.72M +76,452 New
ASN
134
Advisory Services Network
Georgia
$2.63M +$1.88M +52,132 +254%
BBA
135
Braun-Bostich & Associates
Pennsylvania
$2.6M -$24.8K -698 -0.9%
MA
136
Mutual Advisors
Nebraska
$2.57M +$593K +16,305 +30%
HI
137
Harbour Investments
Wisconsin
$2.55M +$2.55M +71,581 New
GRP
138
Global Retirement Partners
California
$2.5M +$2.5M +70,154 New
SPAS
139
Spectrum Planning & Advisory Services
California
$2.37M +$2.37M +66,682 New
GHA
140
GW Henssler & Associates
Georgia
$2.29M +$2.29M +64,441 New
MYIA
141
Mount Yale Investment Advisors
Colorado
$2.25M +$2.25M +63,351 New
TF
142
Theory Financial
Colorado
$2.25M +$1.89M +52,377 +530%
MLA
143
My Legacy Advisors
Oregon
$2.2M +$1.8M +50,301 +450%
CWM
144
Centurion Wealth Management
Virginia
$2.14M +$2.14M +60,124 New
PA
145
PFG Advisors
Arizona
$2.11M +$1.8M +50,557 +581%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$2.1M +$1.56M +43,756 +289%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$2.09M +$2.09M +58,622 New
GWP
148
Gateway Wealth Partners
Wisconsin
$2.07M +$2.07M +58,130 New
HPM
149
Hoxton Planning & Management
West Virginia
$2.06M +$2.06M +57,948 New
MOS
150
MGO One Seven
Ohio
$2.05M +$2.05M +57,574 New
4 5
6
7 8