iShares US Broker-Dealers & Securities Exchanges ETF
122 hedge funds and large institutions have $550M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
42% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 33
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
19% more capital invested
Capital invested by funds: $461M → $550M (+$89.6M)
17% more call options, than puts
Call options by funds: $1.94M | Put options by funds: $1.66M
6% more funds holding
Funds holding: 115 → 122 (+7)
3.38% more ownership
Funds ownership: 52.59% → 55.96% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$27.4M |
| 2 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$23.5M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$14.7M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$6.39M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$11.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.75M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.13M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$6.06M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$5.53M |
IAI Hedge Fund Activity: Q4 2021 in Review
122 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2021, worth a combined $550M — up 19% from $461M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IAI positions and 21 closed out — a net gain of 7 holders — while 47 added to existing stakes and 33 trimmed.
The largest buyer was Meitav Investment House, adding an estimated $27.4M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $11.6M sold.
- 122 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2021, up from 115 in Q3 2021.
- Funds reported $550M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 28 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2021 and 21 closed out, a net change of +7 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2021 was Meitav Investment House, an estimated $27.4M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2021 was Clark Capital Management Group, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2021.