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iShares US Broker-Dealers & Securities Exchanges ETF

191 hedge funds and large institutions have $1.03B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $978M → $1.03B (+$53.4M)

4.71% more ownership

Funds ownership: 62.15%66.86% (+4.7%)

4% more funds holding

Funds holding: 184191 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $2.13M

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
66
Reduced
52
Closed
21
Calls
$2.08M
Puts
$2.13M
Net Calls
-$54K
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$2.12M -$8.08K -46 -0.4%
GVAG
52
Great Valley Advisor Group
Delaware
$2.1M -$7.38K -42 -0.4%
LJCM
53
Lee Johnson Capital Management
Texas
$1.79M -$98.3K -560 -5%
Mariner
54
Mariner
Kansas
$1.65M +$134K +764 +9%
P
55
&Partners
Tennessee
$1.61M +$16K +91 +1%
GCA
56
Genesee Capital Advisors
New York
$1.6M -$52.2K -297 -3%
BAM
57
Belpointe Asset Management
Nevada
$1.57M +$251K +1,428 +20%
RVM
58
Robinson Value Management
Texas
$1.55M +$1.58K +9 +0.1%
WWMP
59
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.54M +$1.51M +8,596 New
PFPG
60
Pinnacle Financial Partners (Georgia)
Georgia
$1.41M +$1.38M +7,865 New
IA
61
IFG Advisory
Georgia
$1.38M +$73.8K +420 +6%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.34M +$13K +74 +1%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.34M -$1.27M -7,248 -49%
OC
64
Oppenheimer & Co
New York
$1.33M +$271K +1,541 +26%
Lido Advisors
65
Lido Advisors
California
$1.33M +$36.9K +210 +3%
TPA
66
Trivium Point Advisory
Connecticut
$1.17M -$73.2K -417 -6%
JWM
67
Jackson Wealth Management
Florida
$1.15M +$207K +1,178 +23%
FTS
68
Fifth Third Securities
Ohio
$1.13M +$21.8K +124 +2%
IA
69
Integrity Alliance
Iowa
$1.11M +$178K +1,011 +20%
OWA
70
Outlook Wealth Advisors
Texas
$1.1M -$8.6K -49 -0.8%
AF
71
Allworth Financial
California
$1.09M -$78.7K -448 -7%
RIA
72
Rhodes Investment Advisors
Texas
$1.04M +$1.02M +5,790 New
AI
73
Atria Investments
North Carolina
$1.02M -$227K -1,291 -18%
AR
74
Apeiron RIA
Texas
$985K -$54.6K -311 -6%
HVP
75
Hudson Value Partners
Florida
$972K +$11.8K +67 +1%

IAI Hedge Fund Activity: Q4 2025 in Review

191 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2025, worth a combined $1.03B — up 5.5% from $978M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IAI positions and 21 closed out — a net gain of 10 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $94.6M. The largest seller was Bank of America, cutting an estimated $26.6M.

  • 191 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2025, up from 184 in Q3 2025.
  • Funds reported $1.03B of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 31 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2025 and 21 closed out, a net change of +10 holders.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2025 was Harel Insurance Investments & Financial Services, an estimated $94.6M added.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2025 was Bank of America, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2025.