Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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Envestnet Portfolio Solutions’s
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
Stock Holding History
Envestnet Portfolio Solutions’s Portfolio
IAI Stock Details
IAI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$374K
Sell
2,213
-3,391
-
61
%
-$574K
﹤0.01%
1242
2025
Q1
$785K
Sell
5,604
-1,441
-
20
%
-$202K
﹤0.01%
875
2024
Q4
$1.02M
Buy
7,045
+1,180
+
20
%
+$170K
﹤0.01%
915
2024
Q3
$754K
Sell
5,865
-842
-
13
%
-$108K
﹤0.01%
1011
2024
Q2
$784K
Buy
+6,707
New
+$784K
﹤0.01%
946
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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