iShares US Broker-Dealers & Securities Exchanges ETF
133 hedge funds and large institutions have $875M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 7 closing their positions.
1,471% more call options, than puts
Call options by funds: $550K | Put options by funds: $35K
629% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 7
270% more capital invested
Capital invested by funds: $237M → $875M (+$639M)
65% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 23
45% more funds holding
Funds holding: 92 → 133 (+41)
29.6% more ownership
Funds ownership: 49.2% → 78.8% (+30%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$142M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$105M |
| 4 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$90.5M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$89.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$34.9M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$4.62M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.65M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.43M |
| 5 |
MM
Main Management
San Francisco,
California
|
-$2.19M |
IAI Hedge Fund Activity: Q2 2024 in Review
133 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q2 2024, worth a combined $875M — up 270% from $237M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IAI positions and 7 closed out — a net gain of 44 holders — while 38 added to existing stakes and 23 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $142M. The largest seller was Gradient Investments, cutting an estimated $34.9M.
- 133 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q2 2024, up from 92 in Q1 2024.
- Funds reported $875M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q2 2024, up 270% quarter-over-quarter.
- 51 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q2 2024 and 7 closed out, a net change of +44 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $142M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q2 2024 was Gradient Investments, an estimated $34.9M sold.
Based on aggregated 13F filings for Q2 2024.