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 %
WFS
176
WealthGarden F.S.
California
$1.35M +$220K +6,088 +20%
CRI
177
Commonwealth Retirement Investments
Virginia
$1.33M +$1.33M +37,273 New
BWMG
178
Barnes Wealth Management Group
California
$1.29M +$1.29M +36,335 New
BRWA
179
B. Riley Wealth Advisors
Florida
$1.29M +$1.29M +36,297 New
TWP
180
Tyche Wealth Partners
Texas
$1.27M +$1.27M +35,623 New
WP
181
WealthPLAN Partners
Nebraska
$1.21M +$1.21M +33,996 New
GF
182
Gries Financial
Ohio
$1.21M +$1.21M +33,978 New
ATPW
183
Ashton Thomas Private Wealth
Arizona
$1.2M +$764K +21,485 +177%
RW
184
Regimen Wealth
Georgia
$1.19M +$1.19M +33,461 New
BWA
185
BCU Wealth Advisors
Illinois
$1.19M +$1.19M +33,318 New
FAIM
186
Financial Advocates Investment Management
Washington
$1.19M +$815K +22,904 +220%
SPIA
187
Steward Partners Investment Advisory
New York
$1.17M +$1.17M +32,796 New
ICP
188
Interchange Capital Partners
Pennsylvania
$1.13M +$1.13M +31,907 New
NL
189
NWAM LLC
Washington
$1.13M +$794K +21,906 +237%
IAN
190
Integrated Advisors Network
Texas
$1.11M +$873K +24,528 +367%
FHC
191
First Heartland Consultants
Missouri
$1.1M +$1.1M +30,951 New
LIA
192
LifePlan Investment Advisors
North Carolina
$1.09M +$1.09M +30,734 New
OIA
193
OneDigital Investment Advisors
Kansas
$1.09M +$722K +20,296 +195%
MG
194
Mather Group
Illinois
$1.08M +$1.01M +28,474 +1,611%
MWA
195
Merkkuri Wealth Advisors
New York
$1.06M +$1.06M +29,913 New
TL
196
Tradewinds LLC
North Carolina
$1.06M +$1.06M +29,913 New
TCA
197
Transcend Capital Advisors
New Jersey
$1.04M +$1.04M +29,178 New
FRA
198
FFG Retirement Advisors
Colorado
$970K +$970K +27,260 New
SPI
199
Sutton Place Investors
New York
$960K +$960K +26,994 New
VPF
200
Vantage Point Financial
Illinois
$959K +$959K +26,941 New
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8
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