Citadel Advisors
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Citadel Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Citadel Advisors’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$887K Buy
5,400
+1,100
+26% +$192K ﹤0.01% 7942
2025
Q4 		$771K Sell
4,300
-600
-12% -$105K ﹤0.01% 7991
2025
Q3 		$867K Sell
4,900
-800
-14% -$139K ﹤0.01% 7853
2025
Q2 		$964K Buy
5,700
+4,000
+235% +$591K ﹤0.01% 7188
2025
Q1 		$238K Sell
1,700
-200
-11% -$29.7K ﹤0.01% 10101
2024
Q4 		$274K Buy
1,900
+1,800
+1,800% +$257K ﹤0.01% 9839
2024
Q3 		$12.9K Buy
+100
New +$12.4K ﹤0.01% 13084
2024
Q2 		– Sell
-1,000
Closed -$116K – 14771
2024
Q1 		$116K Buy
1,000
+500
+100% +$54.4K ﹤0.01% 11151
2023
Q4 		$54.3K Hold
500
– – ﹤0.01% 11699
2023
Q3 		$45.5K Buy
500
+200
+67% +$18.9K ﹤0.01% 11853
2023
Q2 		$27.2K Hold
300
– – ﹤0.01% 12453
2023
Q1 		$27.5K Sell
300
-300
-50% -$29.5K ﹤0.01% 12812
2022
Q4 		$57.7K Buy
+600
New +$57.5K ﹤0.01% 11950
2022
Q2 		– Sell
-6,000
Closed -$599K – 13398
2022
Q1 		$599K Sell
6,000
-4,200
-41% -$443K ﹤0.01% 8962
2021
Q4 		$1.12M Sell
10,200
-3,500
-26% -$388K ﹤0.01% 7670
2021
Q3 		$1.43M Buy
13,700
+11,000
+407% +$1.16M ﹤0.01% 7209
2021
Q2 		$276K Buy
+2,700
New +$266K ﹤0.01% 11463
2019
Q4 		– Sell
-3,500
Closed -$225K – 9380
2019
Q3 		$225K Buy
+3,500
New +$226K ﹤0.01% 7998
2018
Q4 		– Sell
-3,800
Closed -$236K – 9399
2018
Q3 		$236K Buy
+3,800
New +$247K ﹤0.01% 7971
2018
Q2 		– Sell
-4,100
Closed -$268K – 9018
2018
Q1 		$268K Sell
4,100
-1,900
-32% -$125K ﹤0.01% 6913
2017
Q4 		$377K Buy
+6,000
New +$358K ﹤0.01% 6093

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Citadel Advisors's IAI Position: Q1 2026 in Review

Citadel Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 122% in Q1 2026, buying an estimated $708K and bringing the position to 7,367 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #7235.

Citadel Advisors first reported a position in IAI in Q2 2014 and has held it in 47 quarters since. The position peaked at $8.13M in Q4 2021. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Citadel Advisors held 7,367 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.21M as of Q1 2026.
  • Citadel Advisors bought 4,046 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $708K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7235 holding.
  • Citadel Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2014 and has held it in 47 quarters since.
  • Citadel Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $8.13M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.