iShares US Broker-Dealers & Securities Exchanges ETF

IAI

Market cap $1.55B

Overview Fund Activity

177.40 USD

-1.30

0.73%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.73%

5 days

3.37%

1 month

0.35%

3 months

13.49%

6 months

29.74%

Year to date

22.81%

1 year

42.74%

5 years

180.83%

10 years

343.83%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $814M [Q1] → $891M (+$77.7M) [Q2]

3.19% more ownership

Funds ownership: 61.45% [Q1] → 64.64% (+3.19%) [Q2]

2% more funds holding

Funds holding: 175 [Q1] → 178 (+3) [Q2]

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

80% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $21.9M

See Fund Rankings

Financial journalist opinion

IAI: Exceptional Returns Make It An Attractive Alternative To High Beta Tech And Growth ETFs

IAI has outperformed the S&P 500 and tech ETFs, driven by robust growth in broker-dealers and securities exchanges. The ETF's top holdings, like Robinhood and Goldman Sachs, are delivering exceptional financial results and share price gains. IAI offers strong liquidity, a competitive expense ratio, and valuations in line with the S&P 500, making it a solid investment vehicle.

IAI: Exceptional Returns Make It An Attractive Alternative To High Beta Tech And Growth ETFs

Zacks Investment Research

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

Launched on May 1, 2006, the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

Zacks Investment Research

5 American ETFs Witnessing Gains Ahead of Independence Day

SHLD, ARKW, BUZZ and other U.S. ETFs are seeing gains ahead of July 4.

5 American ETFs Witnessing Gains Ahead of Independence Day

IAI: Broker-Dealer Alpha Continues, The Best Of The Financials Sector

I reiterate my buy rating on IAI, as broker-dealer stocks show strong momentum and relative strength versus other Financials in 2025. IAI's diversified portfolio, solid long-term earnings growth, and bullish technicals support its premium valuation and alpha potential. The ETF's concentration risk and elevated volatility are notable, but strong liquidity and seasonal July tailwinds bolster my positive outlook.

IAI: Broker-Dealer Alpha Continues, The Best Of The Financials Sector

Zacks Investment Research

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

If you're interested in broad exposure to the Financials - Brokers/ Capital markets segment of the equity market, look no further than the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI), a passively managed exchange traded fund launched on 05/01/2006.

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

Zacks Investment Research

3 Best Sector ETFs of Last Week

Wall Street logged the best week since 2023 despite tariff turmoil and wild market swings. Technology, industrials and financials sectors topped the chart.

3 Best Sector ETFs of Last Week

IAI: Would Have Liked More Equity Brokerage Exposure

The iShares U.S. Broker-Dealers & Securities Exchanges ETF is not ideal for the current market, given its exposure to investment banking and capital markets. Volatility benefits equity brokers, but IAI's top holdings include companies not profiting fully from current market conditions. The ETF's 0.4% expense ratio is unjustified given the liquidity and accessibility of its top holdings, making selective stock picks more appealing.

IAI: Would Have Liked More Equity Brokerage Exposure

Zacks Investment Research

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was launched on 05/01/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

IAI: Time To Shift Financial Exposures

The iShares U.S. Broker-Dealers & Securities Exchanges ETF is exposed to businesses indexed to primary and secondary market activity in debt and equity. Rising rates could negatively impact fixed-income brokerage and fixed-income primary markets. It's not great for AM, either. Even equity capital markets underwriting could suffer, as IPO markets are still pretty weak and would not appreciate re-inflation and rate hikes if that were to come.

IAI: Time To Shift Financial Exposures

Zacks Investment Research

ETFs to Play Upbeat Bank Earnings

Last week witnessed the releases of most big bank earnings of this season. Results were upbeat.

ETFs to Play Upbeat Bank Earnings

See News Rankings

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