iShares US Broker-Dealers & Securities Exchanges ETF
57 hedge funds and large institutions have $88.7M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
118% more capital invested
Capital invested by funds: $40.6M → $88.7M (+$48.1M)
24% more funds holding
Funds holding: 46 → 57 (+11)
13.25% more ownership
Funds ownership: 41.13% → 54.38% (+13%)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$25.7M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.42M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$951K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.82M |
| 2 |
Jane Street
New York
|
-$949K |
| 3 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$524K |
| 4 |
LPL Financial
San Diego,
California
|
-$405K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
51
Capital Asset Advisory Services
Williamston,
Michigan
| $8K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
IAIM
53
International Assets Investment Management
Orlando,
Florida
| $5K | +$4.2K | +60 | New |
|
|
KFS
54
Kelly Financial Services
Braintree,
Massachusetts
| $3K | – | – | – |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| $2K | -$187K | -2,681 | -99% |
|
|
AWA
56
Arkadios Wealth Advisors
Atlanta,
Georgia
| $2K | +$2.45K | +35 | New |
|
|
57
Jane Street
New York
| – | -$949K | -15,309 | Closed |
|
|
CF
58
Centaurus Financial
Anaheim,
California
| – | -$152K | -2,459 | Closed |
|
59
JP Morgan Chase
New York
| – | -$122K | -2,000 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$79K | -1,266 | Closed |
|
|
AIP
61
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$6K | -100 | Closed |
|
IAI Hedge Fund Activity: Q4 2020 in Review
57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2020, worth a combined $88.7M — up 118% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IAI positions and 5 closed out — a net gain of 11 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Meitav Investment House, adding an estimated $25.7M. The largest seller was Morgan Stanley, cutting an estimated $1.82M.
- 57 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2020, up from 46 in Q3 2020.
- Funds reported $88.7M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2020, up 118% quarter-over-quarter.
- 16 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2020 and 5 closed out, a net change of +11 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2020 was Meitav Investment House, an estimated $25.7M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2020 was Morgan Stanley, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2020.