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
2025
Q2 		– Sell
-300
Closed -$1.7K – 3857
2025
Q1 		$1.7K Buy
300
+200
+200% +$29.7K ﹤0.01% 3630
2024
Q4 		$925 Buy
+100
New +$14.3K ﹤0.01% 3708

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors's IAI Position: Q2 2026 in Review

HighTower Advisors reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 45% in Q2 2026, selling an estimated $3.43M and leaving 23,813 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

HighTower Advisors first reported a position in IAI in Q3 2016 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • HighTower Advisors held 23,813 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $4.18M as of Q2 2026.
  • HighTower Advisors sold 19,266 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $3.43M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1356 holding.
  • HighTower Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2016 and has held it in 17 quarters since.
  • HighTower Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $10.9M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.