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

HighTower 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 		$7.07M Sell
43,079
-17,587
-29% -$3.08M 0.01% 1035
2025
Q4 		$10.9M Buy
60,666
+1,538
+3% +$270K 0.01% 829
2025
Q3 		$10.5M Buy
59,128
+16,825
+40% +$2.93M 0.01% 828
2025
Q2 		$7.16M Buy
42,303
+3,661
+9% +$541K 0.01% 948
2025
Q1 		$5.41M Buy
38,642
+22,858
+145% +$3.4M 0.01% 1009
2024
Q4 		$2.27M Sell
15,784
-138
-0.9% -$19.7K ﹤0.01% 1444
2024
Q3 		$2.04M Sell
15,922
-1,756
-10% -$217K ﹤0.01% 1512
2024
Q2 		$2.06M Buy
17,678
+13,152
+291% +$1.52M ﹤0.01% 1435
2024
Q1 		$526K Buy
+4,526
New +$492K ﹤0.01% 2246
2022
Q3 		– Sell
-11,434
Closed -$954K – 3258
2022
Q2 		$954K Sell
11,434
-734
-6% -$66K ﹤0.01% 1667
2022
Q1 		$1.21M Sell
12,168
-833
-6% -$87.8K ﹤0.01% 1643
2021
Q4 		$1.44M Buy
13,001
+674
+5% +$74.8K ﹤0.01% 1563
2021
Q3 		$1.29M Sell
12,327
-3,726
-23% -$392K ﹤0.01% 1521
2021
Q2 		$1.64M Buy
16,053
+1,748
+12% +$172K ﹤0.01% 1345
2021
Q1 		$1.32M Buy
+14,305
New +$1.27M ﹤0.01% 1415
2016
Q4 		– Sell
-4,983
Closed -$206K – 1980
2016
Q3 		$206K Buy
+4,983
New +$199K ﹤0.01% 1637

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

HighTower Advisors's IAI Position: Q1 2026 in Review

HighTower Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 29% in Q1 2026, selling an estimated $3.08M and leaving 43,079 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #1035.

HighTower Advisors first reported a position in IAI in Q3 2016 and has held it in 16 quarters since. The position peaked at $10.9M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • HighTower Advisors held 43,079 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $7.07M as of Q1 2026.
  • HighTower Advisors sold 17,587 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $3.08M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1035 holding.
  • HighTower Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2016 and has held it in 16 quarters since.
  • HighTower Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $10.9M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.