We are live on ! Find out more
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
PIA
176
Pinion Investment Advisors
Kansas
$2.3M +$642K +17,541 +41%
HPM
177
Hoxton Planning & Management
West Virginia
$2.28M +$80.7K +2,204 +4%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$2.23M +$11.5K +314 +0.5%
PA
179
Parallel Advisors
California
$2.2M +$2.08M +56,879 +5,171%
AWE
180
Avidian Wealth Enterprises
Texas
$2.11M +$449K +12,277 +28%
CPG
181
Cornerstone Planning Group
New Jersey
$2.06M +$1.93M +52,813 +8,396%
CC
182
Copperleaf Capital
North Carolina
$1.91M +$1.63M +44,446 +734%
JWCA
183
J.W. Cole Advisors
Florida
$1.9M +$1.5M +40,955 +450%
UBS Group
184
UBS Group
Switzerland
$1.88M +$1.82M +49,668 New
CIA
185
Concurrent Investment Advisors
Florida
$1.85M +$950K +25,955 +113%
CA
186
CoreCap Advisors
Michigan
$1.84M +$322K +8,785 +22%
VCP
187
Verus Capital Partners
Arizona
$1.79M +$867K +23,693 +100%
BIG
188
Bush Investment Group
Georgia
$1.78M +$78.2K +2,137 +5%
FW
189
FullCircle Wealth
Texas
$1.76M +$148K +4,038 +10%
DAS
190
Diversify Advisory Services
Utah
$1.75M +$906K +24,756 +121%
RFP
191
RCS Financial Planning
Maryland
$1.72M +$155K +4,241 +10%
AWA
192
A4 Wealth Advisors
North Carolina
$1.71M +$1.66M +45,249 New
GM
193
GeoWealth Management
Illinois
$1.7M +$1.05M +28,808 +179%
RIM
194
Redwood Investment Management
Arizona
$1.69M +$210K +5,734 +15%
HighTower Advisors
195
HighTower Advisors
Illinois
$1.66M +$127K +3,471 +9%
LIA
196
LifePlan Investment Advisors
North Carolina
$1.63M +$451K +12,330 +40%
RA
197
RFG Advisory
Alabama
$1.61M +$140K +3,831 +10%
IAN
198
Integrated Advisors Network
Texas
$1.58M +$384K +10,486 +34%
HCA
199
Heck Capital Advisors
Wisconsin
$1.57M -$65.9K -1,800 -4%
BEI
200
Benjamin Edwards Inc
Missouri
$1.56M +$40.8K +1,114 +3%