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 %
BFS
201
BridgePort Financial Solutions
Iowa
$953K +$953K +26,776 New
CWA
202
Clearview Wealth Advisors
Oregon
$918K +$918K +25,791 New
5W
203
5T Wealth
California
$898K +$898K +25,225 New
BIG
204
Brookwood Investment Group
Arizona
$889K +$889K +24,998 New
RCM
205
Raleigh Capital Management
North Carolina
$848K +$840K +23,616 +11,192%
VCP
206
Verus Capital Partners
Arizona
$843K +$550K +15,456 +188%
SPC
207
Sigma Planning Corp
Michigan
$837K +$837K +23,515 New
EFG
208
Elios Financial Group
Ohio
$828K +$828K +23,267 New
SAM
209
Smartleaf Asset Management
Massachusetts
$826K +$826K +23,323 New
CIA
210
Concurrent Investment Advisors
Florida
$820K +$820K +23,037 New
WIA
211
World Investment Advisors
California
$807K +$807K +22,677 New
WCM
212
WealthTrak Capital Management
Virginia
$782K +$782K +21,985 New
SAW
213
Signal Advisors Wealth
Michigan
$761K +$761K +21,391 New
DAS
214
Diversify Advisory Services
Utah
$752K +$752K +20,420 New
MWM
215
Maripau Wealth Management
Indiana
$737K +$737K +20,740 New
ACM
216
Absolute Capital Management
Pennsylvania
$679K +$679K +19,087 New
EWA
217
Etesian Wealth Advisors
Oregon
$643K +$643K +18,058 New
Comerica Bank
218
Comerica Bank
Texas
$629K +$537K +15,097 +586%
TWP
219
Tempus Wealth Planning
California
$628K +$628K +17,660 New
WAL
220
W Advisors LLC
Tennessee
$619K +$619K +17,386 New
TWCA
221
Two West Capital Advisors
Kansas
$618K +$618K +16,997 New
RFN
222
RDA Financial Network
Iowa
$614K +$614K +17,246 New
SFA
223
Semmax Financial Advisors
North Carolina
$599K +$599K +16,419 New
APC
224
Aspire Private Capital
North Carolina
$598K +$598K +16,796 New
SWM
225
Spire Wealth Management
Virginia
$597K +$580K +16,310 +3,538%
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