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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.69B +$1.56B +43,715,225 +1,119%
LPL Financial
2
LPL Financial
California
$555M +$494M +13,885,825 +812%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$357M +$252M +7,086,183 +241%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$163M +$153M +4,302,465 +1,493%
Morgan Stanley
5
Morgan Stanley
New York
$148M +$140M +3,939,850 +1,835%
MML Investors Services
6
MML Investors Services
Massachusetts
$135M +$120M +3,375,159 +832%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$113M +$87.6M +2,461,602 +350%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$98.6M +$91.7M +2,578,064 +1,338%
Bank of America
9
Bank of America
North Carolina
$89.7M +$89.7M +2,522,347 New
NA
10
NewEdge Advisors
Louisiana
$76.8M +$68.5M +1,924,660 +820%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$71.5M +$70M +1,967,991 +4,690%
SW
12
SoFi Wealth
California
$67M +$67M +1,884,208 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$61.9M +$61.9M +1,740,727 New
JC
14
JB Capital
Connecticut
$57.4M +$57.4M +1,613,221 New
FIA
15
Foundations Investment Advisors
Arizona
$50M +$43.6M +1,224,193 +680%
UCFA
16
United Capital Financial Advisors
Texas
$42.6M +$42.6M +1,196,978 New
MFG
17
Merit Financial Group
Georgia
$37.6M +$37.6M +1,055,592 New
AWMS
18
Advocacy Wealth Management Services
Georgia
$36M +$17.5M +492,117 +94%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$34.8M +$34.8M +977,499 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$32.3M +$27.1M +760,432 +517%
Stifel Financial
21
Stifel Financial
Missouri
$30.4M +$27.6M +775,553 +987%
IWC
22
Integrated Wealth Concepts
Massachusetts
$29.4M +$14M +394,876 +92%
APW
23
Austin Private Wealth
Texas
$26.8M +$26.8M +753,803 New
AWM
24
AE Wealth Management
Kansas
$25.7M +$19M +532,740 +283%
AG
25
Ascent Group
Virginia
$25.2M +$23.2M +650,695 +1,123%
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