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
2026
Q2 		$717K Buy
+4,087
New +$728K ﹤0.01% 2355
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

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

Marshall Wace's IAI Position: Q2 2026 in Review

Marshall Wace opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 4,087 shares worth $717K. The stake represents ﹤0.01% of the portfolio and ranks #2355 among its holdings. This is a return to the name: Marshall Wace previously reported a position in IAI as recently as Q1 2022.

Marshall Wace first reported a position in IAI in Q4 2021 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Marshall Wace held 4,087 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $717K as of Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Marshall Wace position in Q2 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2355 holding.
  • Marshall Wace first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.