IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF

171.26 USD
-1.39
0.81%
At close Jul 11, 4:00 PM EDT
1 day
-0.81%
5 days
-0.18%
1 month
9.29%
3 months
30.11%
6 months
21.26%
Year to date
18.56%
1 year
41.05%
5 years
178.79%
10 years
284.16%
0
Funds holding %
of 7,312 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

3% less funds holding

Funds holding: 180 [Q4 2024] → 174 (-6) [Q1 2025]

16.05% less ownership

Funds ownership: 77.49% [Q4 2024] → 61.44% (-16.05%) [Q1 2025]

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

42% less capital invested

Capital invested by funds: $1.4B [Q4 2024] → $814M (-$582M) [Q1 2025]

63% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $14.3M

Research analyst outlook

We haven’t received any recent analyst ratings for IAI.

Financial journalist opinion

Positive
Zacks Investment Research
1 week ago
5 American ETFs Witnessing Gains Ahead of Independence Day
SHLD, ARKW, BUZZ and other U.S. ETFs are seeing gains ahead of July 4.
5 American ETFs Witnessing Gains Ahead of Independence Day
Positive
Seeking Alpha
3 weeks ago
IAI: Broker-Dealer Alpha Continues, The Best Of The Financials Sector
I reiterate my buy rating on IAI, as broker-dealer stocks show strong momentum and relative strength versus other Financials in 2025. IAI's diversified portfolio, solid long-term earnings growth, and bullish technicals support its premium valuation and alpha potential. The ETF's concentration risk and elevated volatility are notable, but strong liquidity and seasonal July tailwinds bolster my positive outlook.
IAI: Broker-Dealer Alpha Continues, The Best Of The Financials Sector
Neutral
Zacks Investment Research
1 month ago
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
If you're interested in broad exposure to the Financials - Brokers/ Capital markets segment of the equity market, look no further than the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI), a passively managed exchange traded fund launched on 05/01/2006.
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
Positive
Zacks Investment Research
2 months ago
3 Best Sector ETFs of Last Week
Wall Street logged the best week since 2023 despite tariff turmoil and wild market swings. Technology, industrials and financials sectors topped the chart.
3 Best Sector ETFs of Last Week
Positive
Seeking Alpha
3 months ago
IAI: Would Have Liked More Equity Brokerage Exposure
The iShares U.S. Broker-Dealers & Securities Exchanges ETF is not ideal for the current market, given its exposure to investment banking and capital markets. Volatility benefits equity brokers, but IAI's top holdings include companies not profiting fully from current market conditions. The ETF's 0.4% expense ratio is unjustified given the liquidity and accessibility of its top holdings, making selective stock picks more appealing.
IAI: Would Have Liked More Equity Brokerage Exposure
Neutral
Zacks Investment Research
3 months ago
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was launched on 05/01/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
Negative
Seeking Alpha
5 months ago
IAI: Time To Shift Financial Exposures
The iShares U.S. Broker-Dealers & Securities Exchanges ETF is exposed to businesses indexed to primary and secondary market activity in debt and equity. Rising rates could negatively impact fixed-income brokerage and fixed-income primary markets. It's not great for AM, either. Even equity capital markets underwriting could suffer, as IPO markets are still pretty weak and would not appreciate re-inflation and rate hikes if that were to come.
IAI: Time To Shift Financial Exposures
Positive
Zacks Investment Research
5 months ago
ETFs to Play Upbeat Bank Earnings
Last week witnessed the releases of most big bank earnings of this season. Results were upbeat.
ETFs to Play Upbeat Bank Earnings
Neutral
Zacks Investment Research
5 months ago
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was launched on 05/01/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
Positive
Market Watch
6 months ago
Why these ETF bets in stocks and bonds may pay off in 2025, according to BlackRock
Heading into 2025, ETF investors appeared enthusiastic about prospects for the U.S. bull market to keep running.
Why these ETF bets in stocks and bonds may pay off in 2025, according to BlackRock
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