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THRO

iShares U.S. Thematic Rotation Active ETF

330 hedge funds and large institutions have $5.14B invested in iShares U.S. Thematic Rotation Active ETF in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 108 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,450% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 6

1,700% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 6

876% more capital invested

Capital invested by funds: $527M → $5.14B (+$4.61B)

500% more funds holding in top 10

Funds holding in top 10: 212 (+10)

164% more funds holding

Funds holding: 125330 (+205)

4.61% more ownership

Funds ownership: 101.8%106.4% (+4.6%)

Holders
330
Holders Change
+205
Holders Change %
+164%
% of All Funds
4.34%
Holding in Top 10
12
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
213
Increased
108
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.69B +$1.44B +43,715,225 +1,119%
LPL Financial
2
LPL Financial
California
$555M +$457M +13,885,825 +812%
JP Morgan Chase
3
JP Morgan Chase
New York
$357M +$233M +7,086,183 +241%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$163M +$142M +4,302,465 +1,493%
Morgan Stanley
5
Morgan Stanley
New York
$148M +$130M +3,939,850 +1,835%
MML Investors Services
6
MML Investors Services
Massachusetts
$135M +$111M +3,375,159 +832%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$113M +$81.1M +2,461,602 +350%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$98.6M +$84.9M +2,578,064 +1,338%
Bank of America
9
Bank of America
North Carolina
$89.7M +$83.1M +2,522,347 New
NA
10
NewEdge Advisors
Louisiana
$76.8M +$63.4M +1,924,660 +820%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$71.5M +$64.8M +1,967,991 +4,690%
SW
12
SoFi Wealth
California
$67M +$62M +1,884,208 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$61.9M +$57.3M +1,740,727 New
SA
14
Sanctuary Advisors
Indiana
$61.1M +$48.5M +1,473,173 +605%
JC
15
JB Capital
Connecticut
$57.4M +$53.1M +1,613,221 New
FIA
16
Foundations Investment Advisors
Arizona
$50M +$40.3M +1,224,193 +680%
UCFA
17
United Capital Financial Advisors
Texas
$42.6M +$39.4M +1,196,978 New
MFG
18
Merit Financial Group
Georgia
$37.6M +$34.8M +1,055,592 New
AWMS
19
Advocacy Wealth Management Services
Georgia
$36M +$16.2M +492,117 +94%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$34.8M +$32.2M +977,499 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$32.3M +$25M +760,432 +517%
Stifel Financial
22
Stifel Financial
Missouri
$30.4M +$25.5M +775,553 +987%
IWC
23
Integrated Wealth Concepts
Massachusetts
$29.4M +$13M +394,876 +92%
APW
24
Austin Private Wealth
Texas
$26.8M +$24.8M +753,803 New
AWM
25
AE Wealth Management
Kansas
$25.7M +$17.5M +532,740 +283%

THRO Hedge Fund Activity: Q2 2025 in Review

330 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Thematic Rotation Active ETF (THRO) for Q2 2025, worth a combined $5.14B — up 876% from $527M a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new THRO positions and 6 closed out — a net gain of 207 holders — while 108 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.44B. The largest seller was TownSquare Capital, exiting entirely with an estimated $881K sold.

  • 330 institutional investors held iShares U.S. Thematic Rotation Active ETF (THRO) as of Q2 2025, up from 125 in Q1 2025.
  • Funds reported $5.14B of iShares U.S. Thematic Rotation Active ETF stock for Q2 2025, up 876% quarter-over-quarter.
  • 213 funds opened new iShares U.S. Thematic Rotation Active ETF positions in Q2 2025 and 6 closed out, a net change of +207 holders.
  • The largest iShares U.S. Thematic Rotation Active ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $1.44B added.
  • The largest iShares U.S. Thematic Rotation Active ETF seller in Q2 2025 was TownSquare Capital, an estimated $881K sold.

Based on aggregated 13F filings for Q2 2025.