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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
NA
76
NewEdge Advisors
Louisiana
$944K +$56.9K +324 +7%
MWA
77
Muirfield Wealth Advisors
North Carolina
$929K +$202K +1,153 +29%
GFPC
78
Global Financial Private Client
Florida
$910K +$3.34K +19 +0.4%
AssetMark Inc
79
AssetMark Inc
California
$868K -$270K -1,540 -24%
AWM
80
Aprio Wealth Management
Georgia
$854K -$123K -702 -13%
SEP
81
Signature Equity Partners
Ohio
$835K +$818K +4,657 New
DC
82
Davenport & Co
Virginia
$832K -$20.7K -118 -2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$813K +$24.8K +141 +3%
JP Morgan Chase
84
JP Morgan Chase
New York
$807K +$222K +1,264 +39%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$776K +$123K +700 +19%
SA
86
Sanctuary Advisors
Indiana
$700K -$21.1K -120 -3%
Jane Street
87
Jane Street
New York
$693K +$678K +3,863 New
SAW
88
Signal Advisors Wealth
Michigan
$680K +$450K +2,565 +210%
SCA
89
Southern Capital Advisors
Tennessee
$671K +$23.7K +135 +4%
KAS
90
Kestra Advisory Services
Texas
$615K +$1.41K +8 +0.2%
Citadel Advisors
91
Citadel Advisors
Florida
$596K +$583K +3,321 New
FIBOI
92
First International Bank of Israel
$573K -$20K -114 -3%
JCM
93
Janney Capital Management
Pennsylvania
$555K -$9.31K -53 -2%
HF
94
HRT Financial
New York
$549K +$538K +3,063 New
AWCI
95
Alpine Woods Capital Investors
New York
$538K
MA
96
Maxele Advisors
Missouri
$530K +$5.27K +30 +1%
SWM
97
SeaCrest Wealth Management
New York
$518K +$40.7K +232 +9%
KNW
98
Kesler Norman & Wride
Utah
$517K -$19.7K -112 -4%
FFA
99
Farther Finance Advisors
California
$503K +$138K +786 +39%
CWRP
100
Cassady Wealth & Retirement Planning
Nevada
$448K +$438K +2,497 New

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.