iShares US Broker-Dealers & Securities Exchanges ETF
93 hedge funds and large institutions have $238M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 42 reducing their positions, and 27 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.36% less ownership
Funds ownership: 62.72% → 60.36% (-2.4%)
15% less funds holding
Funds holding: 110 → 93 (-17)
33% less capital invested
Capital invested by funds: $355M → $238M (-$117M)
40% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 42
63% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 27
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $613K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$5.52M |
| 2 |
JC
JCSD Capital
Walnut Creek,
California
|
+$3.69M |
| 3 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$554K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$414K |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.9M |
| 2 |
Jane Street
New York
|
-$6.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.14M |
| 4 |
Morgan Stanley
New York
|
-$5.79M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$5.59M |
IAI Hedge Fund Activity: Q2 2022 in Review
93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q2 2022, worth a combined $238M — down 33% from $355M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of IAI and 10 opened new positions — a net loss of 17 holders — while 42 trimmed existing stakes and 25 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $5.52M. The largest seller was Osaic Holdings, cutting an estimated $7.9M.
- 93 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q2 2022, down from 110 in Q1 2022.
- Funds reported $238M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q2 2022, down 33% quarter-over-quarter.
- 10 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q2 2022 and 27 closed out, a net change of -17 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q2 2022 was Thrivent Financial for Lutherans, an estimated $5.52M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q2 2022 was Osaic Holdings, an estimated $7.9M sold.
Based on aggregated 13F filings for Q2 2022.