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

Mercer Global 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 		$1.32M Buy
8,044
+6,708
+502% +$1.17M ﹤0.01% 1418
2025
Q4 		$240K Buy
1,336
+96
+8% +$16.9K ﹤0.01% 2418
2025
Q3 		$219K Buy
+1,240
New +$216K ﹤0.01% 2321

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

Mercer Global Advisors's IAI Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 502% in Q1 2026, buying an estimated $1.17M and bringing the position to 8,044 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Mercer Global Advisors first reported a position in IAI in Q3 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Mercer Global Advisors held 8,044 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $1.32M as of Q1 2026.
  • Mercer Global Advisors bought 6,708 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $1.17M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1418 holding.
  • Mercer Global Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.