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iShares US Broker-Dealers & Securities Exchanges ETF
IAI

Overview Fund Activity

74 hedge funds and large institutions have $280M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
21
Reduced
17
Closed
14
Calls
$256K
Puts
$699K
Net Calls
-$443K
Net Calls Change
-$89K

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$30.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.7M
3
MIH
Meitav Investment House
Israel
+$14.5M
4
UBS Group
UBS Group
Switzerland
+$8.52M
5
FMP
Financial Management Professionals
Texas
+$3.49M

Top Sellers

1
NCM
Niemann Capital Management
Nevada
-$6.34M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$5.95M
3
MWM
Merriman Wealth Management
Washington
-$2.75M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.55M
5
PAG
Private Advisor Group
New Jersey
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$264K -$48.6K -760 -16%
VF
52
Virtu Financial
New York
$210K +$210K +3,271 New
SI
53
Stephens Inc
Arkansas
$205K – – –
Citigroup
54
Citigroup
New York
$97K +$12.8K +200 +15%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$87K -$2.55M -39,861 -97%
APA
56
American Portfolios Advisors
New York
$86.7K +$7.89K +123 +10%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$49K +$49K +765 New
SPIA
58
Steward Partners Investment Advisory
New York
$45K – – –
GRP
59
Global Retirement Partners
California
$33K – – –
BDWM
60
Brewin Dolphin Wealth Management
Ireland
$29.5K +$29.5K +460 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$28K +$28K +440 New
VNA
62
Valley National Advisers
Pennsylvania
$24K – – –
1IA
63
1834 Investment Advisors
Wisconsin
$24K – – –
BCA
64
Bay Colony Advisors
Massachusetts
$21K +$21K +326 New
POIA
65
Pin Oak Investment Advisors
Texas
$20K – – –
CCS
66
Crosspoint Capital Strategies
California
$18K +$18K +276 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$15K – – –
SEI Investments
68
SEI Investments
Pennsylvania
$13K – – –
PAI
69
Pittenger & Anderson Inc
Nebraska
$11K -$6.29K -100 -36%
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.01K – – –
CG
71
Cutler Group
California
$6K – – –
Bessemer Group
72
Bessemer Group
New Jersey
$5K +$5K +71 New
BFEC
73
Benjamin F. Edwards & Company
Missouri
$3K +$3K +47 New
NCM
74
Niemann Capital Management
Nevada
– -$6.34M -96,883 Closed
CCMG
75
Clark Capital Management Group
Pennsylvania
– -$5.95M -90,881 Closed
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