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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.89B +$85.6M +2,336,838 +5%
LPL Financial
2
LPL Financial
California
$701M +$107M +2,917,809 +19%
JP Morgan Chase
3
JP Morgan Chase
New York
$390M +$9.99M +272,964 +3%
BlackRock
4
BlackRock
New York
$308M +$291M +7,953,615 +4,193%
PAS
5
Park Avenue Securities
New York
$178M +$172M +4,693,229 New
Morgan Stanley
6
Morgan Stanley
New York
$174M +$16.4M +448,519 +11%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$172M -$1.84M -50,349 -1%
MML Investors Services
8
MML Investors Services
Massachusetts
$145M +$2.05M +55,879 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$137M +$31.1M +850,516 +31%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$122M +$1.66M +45,440 +1%
NA
11
NewEdge Advisors
Louisiana
$118M +$35.3M +964,796 +45%
Bank of America
12
Bank of America
North Carolina
$113M +$17.3M +473,902 +19%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$93.9M +$27M +738,716 +42%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$81.3M +$5.07M +138,511 +7%
SW
15
SoFi Wealth
California
$75.3M +$3.79M +103,440 +5%
SA
16
Sanctuary Advisors
Indiana
$70M +$4.85M +132,426 +8%
JC
17
JB Capital
Connecticut
$64.7M +$3.5M +95,479 +6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$61.1M +$23.3M +636,183 +65%
FIA
19
Foundations Investment Advisors
Arizona
$57.8M +$4.46M +121,803 +9%
MFG
20
Merit Financial Group
Georgia
$57.3M +$16.8M +457,903 +43%
Ameriprise
21
Ameriprise
Minnesota
$51.1M +$49.4M +1,349,144 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$47.2M +$12.4M +338,853 +37%
UCFA
23
United Capital Financial Advisors
Texas
$46.2M +$876K +23,936 +2%
AWMS
24
Advocacy Wealth Management Services
Georgia
$41.3M +$2.81M +76,789 +8%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$37.8M +$36.3M +991,134 +13,029%