MML Investors Services
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MML Investors Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

MML Investors Services’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 		$33.3M Sell
202,545
-35,024
-15% -$6.12M 0.09% 215
2025
Q4 		$42.6M Buy
237,569
+31,052
+15% +$5.45M 0.1% 198
2025
Q3 		$36.5M Buy
206,517
+2,282
+1% +$397K 0.1% 205
2025
Q2 		$34.5M Buy
204,235
+54,923
+37% +$8.11M 0.1% 203
2025
Q1 		$20.9M Sell
149,312
-57,096
-28% -$8.49M 0.07% 285
2024
Q4 		$29.7M Buy
206,408
+197,775
+2,291% +$28.2M 0.1% 200
2024
Q3 		$1.11M Sell
8,633
-1,324
-13% -$164K ﹤0.01% 1401
2024
Q2 		$1.16M Buy
9,957
+713
+8% +$82.2K ﹤0.01% 1324
2024
Q1 		$1.07M Sell
9,244
-516
-5% -$56.1K ﹤0.01% 1387
2023
Q4 		$1.06M Sell
9,760
-1,347
-12% -$129K ﹤0.01% 1323
2023
Q3 		$1.01M Buy
11,107
+1,229
+12% +$116K 0.01% 1213
2023
Q2 		$896K Sell
9,878
-157,294
-94% -$14.1M ﹤0.01% 1285
2023
Q1 		$15.3M Sell
167,172
-16,539
-9% -$1.63M 0.11% 209
2022
Q4 		$17.7M Buy
183,711
+23,693
+15% +$2.27M 0.12% 204
2022
Q3 		$13.7M Buy
160,018
+54,743
+52% +$5.01M 0.1% 218
2022
Q2 		$8.84M Sell
105,275
-24,003
-19% -$2.16M 0.07% 282
2022
Q1 		$12.9M Buy
129,278
+12,828
+11% +$1.35M 0.09% 236
2021
Q4 		$12.8M Buy
116,450
+3,600
+3% +$399K 0.09% 228
2021
Q3 		$11.8M Buy
112,850
+11,548
+11% +$1.22M 0.09% 240
2021
Q2 		$10.3M Buy
101,302
+88,859
+714% +$8.77M 0.09% 249
2021
Q1 		$1.15M Buy
12,443
+1,885
+18% +$167K 0.01% 864
2020
Q4 		$840K Buy
+10,558
New +$738K 0.01% 910
2020
Q2 		– Sell
-45,610
Closed -$2.33M – 1535
2020
Q1 		$2.33M Buy
45,610
+436
+1% +$28.1K 0.04% 374
2019
Q4 		$3.09M Buy
45,174
+4,003
+10% +$264K 0.04% 372
2019
Q3 		$2.65M Buy
41,171
+5,048
+14% +$326K 0.04% 363
2019
Q2 		$2.28M Buy
36,123
+5,991
+20% +$374K 0.03% 449
2019
Q1 		$1.77M Buy
30,132
+12,525
+71% +$751K 0.03% 507
2018
Q4 		$987K Sell
17,607
-3,208
-15% -$192K 0.02% 647
2018
Q3 		$1.29M Buy
20,815
+2,787
+15% +$181K 0.02% 590
2018
Q2 		$1.16M Sell
18,028
-2,500
-12% -$167K 0.03% 518
2018
Q1 		$1.34M Buy
+20,528
New +$1.36M 0.03% 457

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services's IAI Position: Q1 2026 in Review

MML Investors Services reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 15% in Q1 2026, selling an estimated $6.12M and leaving 202,545 shares worth $33.3M. The position accounts for 0.09% of the portfolio, ranked #215.

MML Investors Services first reported a position in IAI in Q1 2018 and has held it in 31 quarters since. The position peaked at $42.6M in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • MML Investors Services held 202,545 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $33.3M as of Q1 2026.
  • MML Investors Services sold 35,024 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $6.12M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.09% of MML Investors Services's portfolio in Q1 2026, its #215 holding.
  • MML Investors Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2018 and has held it in 31 quarters since.
  • MML Investors Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $42.6M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.