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 %
CAG
151
Csenge Advisory Group
Florida
$2.02M +$2.02M +59,297 New
LF
152
Lantz Financial
Illinois
$1.94M +$1.94M +54,575 New
RWS
153
Retirement Wealth Solutions
Wisconsin
$1.91M +$1.14M +32,159 +150%
FWP
154
Firethorn Wealth Partners
Georgia
$1.86M +$1.86M +52,335 New
SFM
155
Signet Financial Management
New Jersey
$1.86M +$1.06M +29,809 +133%
AWM
156
Apollon Wealth Management
South Carolina
$1.85M +$1.85M +52,118 New
IA
157
IFP Advisors
Florida
$1.82M +$1.82M +51,031 +104,145%
SVWG
158
Shared Vision Wealth Group
United States
$1.81M +$1.52M +41,986 +516%
MHC
159
May Hill Capital
Massachusetts
$1.76M +$1.76M +49,485 New
BIG
160
Bush Investment Group
Georgia
$1.6M +$1.6M +44,849 New
RSWM
161
Robertson Stephens Wealth Management
California
$1.56M +$685K +19,257 +78%
IA
162
IFG Advisory
Georgia
$1.56M +$1.56M +43,921 New
HCA
163
Heck Capital Advisors
Wisconsin
$1.54M +$1.54M +43,398 New
AWE
164
Avidian Wealth Enterprises
Texas
$1.54M +$1.54M +43,338 New
Renaissance Technologies
165
Renaissance Technologies
New York
$1.51M +$1.51M +42,500 New
FW
166
FullCircle Wealth
Texas
$1.51M +$1.51M +41,772 New
PIA
167
Pinion Investment Advisors
Kansas
$1.51M +$1.51M +42,346 New
RFP
168
RCS Financial Planning
Maryland
$1.47M +$1.47M +41,263 New
HighTower Advisors
169
HighTower Advisors
Illinois
$1.43M +$1.43M +40,311 New
JWA
170
JFS Wealth Advisors
Pennsylvania
$1.43M -$132K -3,697 -8%
BEI
171
Benjamin Edwards Inc
Missouri
$1.42M +$885K +24,862 +164%
CA
172
CoreCap Advisors
Michigan
$1.41M +$1.41M +39,769 New
FHA
173
Flagship Harbor Advisors
Massachusetts
$1.4M +$1.4M +39,301 New
RIM
174
Redwood Investment Management
Arizona
$1.38M +$1.38M +38,870 New
RA
175
RFG Advisory
Alabama
$1.38M +$1.38M +38,704 New
5 6
7
8 9