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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
CAL
126
Capital Analysts LLC
Pennsylvania
$4.52M +$411K +11,220 +10%
GWP
127
Gen-Wealth Partners
Michigan
$4.31M +$343K +9,371 +9%
SWM
128
SigFig Wealth Management
California
$4.27M +$14.4K +393 +0.3%
LWM
129
Liberty Wealth Management
California
$4.21M +$691K +18,872 +20%
SF
130
SWP Financial
California
$4.04M +$45.9K +1,254 +1%
TVM
131
True Vision MN
Minnesota
$4.02M +$20.2K +553 +0.5%
MCM
132
M1 Capital Management
Michigan
$3.79M +$151K +4,124 +4%
FFN
133
Focus Financial Network
Minnesota
$3.74M +$160K +4,375 +5%
KWM
134
Keebeck Wealth Management
Illinois
$3.74M -$617K -16,860 -15%
SIM
135
Synergy Investment Management
Florida
$3.6M +$3.48M +95,179 New
EFG
136
Ehrlich Financial Group
California
$3.59M +$553K +15,116 +19%
OWCM
137
One Wealth Capital Management
Arizona
$3.58M -$39.4K -1,076 -1%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$3.58M +$2.23M +60,977 +181%
TPWA
139
Twin Peaks Wealth Advisors
California
$3.38M +$184K +5,037 +6%
EPW
140
Endeavor Private Wealth
Kansas
$3.37M +$282K +7,711 +9%
SWM
141
Scissortail Wealth Management
Oklahoma
$3.31M +$3.2M +87,532 New
FWP
142
Firethorn Wealth Partners
Georgia
$3.22M +$1.2M +32,753 +63%
CWM
143
Certus Wealth Management
California
$3.21M +$234K +6,380 +8%
MWM
144
Modern Wealth Management
Kansas
$3.14M +$233K +6,368 +8%
LWA
145
Lifelong Wealth Advisors
Minnesota
$3.09M +$159K +4,342 +6%
FFWA
146
Forthright Family Wealth Advisory
Texas
$3.08M +$2.98M +81,466 New
GRP
147
Global Retirement Partners
California
$3.08M +$409K +11,164 +16%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$3.08M +$128K +3,502 +5%
MA
149
Mutual Advisors
Nebraska
$3.05M +$343K +9,369 +13%
IA
150
IFG Advisory
Georgia
$3.05M +$1.34M +36,583 +83%