IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF

175 hedge funds and large institutions have $814M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

37% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 70

42% less capital invested

Capital invested by funds: $1.4B → $814M (-$591M)

63% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $14.3M

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.28M
Puts
$14.3M
Net Calls
Net Calls Change

Top Buyers

1 +$89.7M
2 +$67.3M
3 +$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$785K
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$777K
AR
78
Apeiron RIA
Texas
$766K
WA
79
WestEnd Advisors
North Carolina
$730K
JWM
80
Jackson Wealth Management
Florida
$698K
NA
81
NewEdge Advisors
Louisiana
$686K
Lido Advisors
82
Lido Advisors
California
$679K
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$661K
MWA
84
Muirfield Wealth Advisors
North Carolina
$634K
HVP
85
Hudson Value Partners
Florida
$629K
AG
86
Ascent Group
Virginia
$586K
BCM
87
Beaumont Capital Management
Massachusetts
$573K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$544K
SCA
89
Southern Capital Advisors
Tennessee
$528K
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$528K
GFPC
91
Global Financial Private Client
Florida
$508K
HIM
92
Hanlon Investment Management
New Jersey
$489K
PAS
93
Park Avenue Securities
New York
$481K
HAS
94
HBW Advisory Services
California
$462K
JCM
95
Janney Capital Management
Pennsylvania
$450K
AWCI
96
Alpine Woods Capital Investors
New York
$420K
TSS
97
Two Sigma Securities
New York
$401K
KNW
98
Kesler Norman & Wride
Utah
$398K
PS
99
Principal Securities
Iowa
$376K
SWM
100
SeaCrest Wealth Management
New York
$368K