Marshall Wace
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Marshall Wace’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Marshall Wace’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
2022
Q2 		– Sell
-2,870
Closed -$286K – 3616
2022
Q1 		$286K Buy
2,870
+1,073
+60% +$113K ﹤0.01% 2979
2021
Q4 		$198K Buy
+1,797
New +$199K ﹤0.01% 3157

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace's IAI Position: Q2 2022 in Review

Marshall Wace sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2022, closing a stake of 2,870 shares — an estimated $286K sold.

Marshall Wace first reported a position in IAI in Q4 2021 and held it in 2 quarters. The position peaked at $286K in Q1 2022. 93 funds tracked by Wall St. Rank hold IAI as of Q2 2022.

  • Marshall Wace reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2022 after selling out during the quarter.
  • Marshall Wace sold 2,870 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2022, an estimated $286K.
  • Marshall Wace first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 2 quarters.
  • Marshall Wace's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $286K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2022.

Based on Marshall Wace's 13F filing for Q2 2022, filed 15 Aug 2022.