IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF
IAI

Overview Fund Activity

114 hedge funds and large institutions have $587M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
39
Reduced
29
Closed
9
Calls
$365K
Puts
$644K
Net Calls
-$279K
Net Calls Change
-$279K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$139M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$23.1M
3
AWM
3
Affinity Wealth Management
Delaware
$13.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$58M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.8M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$63.8M
2
Jane Street
2
Jane Street
New York
$1.24M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$8.16M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.05M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
26
McGuire Investment Group
Rhode Island
$3.65M -$49.2K -512 -1%
BCM
27
Beaumont Capital Management
Massachusetts
$3.47M +$3.47M +36,094 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.4M +$2.02M +21,014 +146%
MM
29
Main Management
California
$3.33M – – –
CAN
30
Cetera Advisor Networks
California
$3.09M +$2.86M +29,753 +1,254%
CCA
31
Cottonwood Capital Advisors
Utah
$3.08M +$83.9K +873 +3%
ACP
32
Aveo Capital Partners
Colorado
$2.7M +$2.7M +28,085 New
SPIA
33
Steward Partners Investment Advisory
New York
$2.39M +$31.5K +328 +1%
AG
34
Ascent Group
Virginia
$2.32M +$2.32M +24,170 New
Citadel Advisors
35
Citadel Advisors
Florida
$2.21M -$155K -1,608 -7%
CAG
36
Csenge Advisory Group
Florida
$2.07M +$1.78M +18,484 +607%
Goldman Sachs
37
Goldman Sachs
New York
$2.05M -$2.23M -23,182 -52%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.94M +$573K +5,959 +42%
NA
39
NewEdge Advisors
Louisiana
$1.83M +$1.19M +13,522 +185%
CCG
40
Capital CS Group
California
$1.62M +$72.2K +751 +5%
KAS
41
Kestra Advisory Services
Texas
$1.61M +$477K +4,958 +42%
AI
42
Atria Investments
North Carolina
$1.49M +$166K +1,723 +13%
YAVAPFMC
43
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.42M – – –
TPWA
44
TRUE Private Wealth Advisors
Oregon
$1.41M +$1.41M +14,687 New
AWM
45
AE Wealth Management
Kansas
$1.34M +$1.34M +13,948 New
TFA
46
Teamwork Financial Advisors
Texas
$1.32M +$1.32M +13,702 New
AIC
47
Ayalon Insurance Company
Israel
$1.28M – – –
Jane Street
48
Jane Street
New York
$1.24M -$3.69M -38,424 -75%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.17M +$815K +8,483 +227%
GDP
50
Great Diamond Partners
Maine
$1.08M -$30.4K -316 -3%
1
2
3 4 5