iShares US Broker-Dealers & Securities Exchanges ETF
92 hedge funds and large institutions have $237M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 19 closing their positions.
185% more call options, than puts
Call options by funds: $1.72M | Put options by funds: $603K
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
8% more funds holding
Funds holding: 85 → 92 (+7)
30.21% less ownership
Funds ownership: 79.41% → 49.2% (-30%)
30% less capital invested
Capital invested by funds: $340M → $237M (-$104M)
53% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 32
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$7.29M |
| 2 |
Goldman Sachs
New York
|
+$5.26M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.28M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.25M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$52.5M |
| 2 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
-$24.9M |
| 3 |
Morgan Stanley
New York
|
-$21.2M |
| 4 |
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
-$9.02M |
| 5 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$6.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
101
Flow Traders U.S.
New York
| – | -$1.25M | -11,538 | Closed |
|
|
MMH
102
Menora Mivtachim Holdings
Ramat Gan,
Israel
| – | -$380K | -3,500 | Closed |
|
103
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$307K | -2,831 | Closed |
|
|
IA
104
IFG Advisory
Atlanta,
Georgia
| – | -$236K | -2,179 | Closed |
|
|
SWM
105
Spire Wealth Management
Mclean,
Virginia
| – | -$71.1K | -678 | Closed |
|
|
RFA
106
Resurgent Financial Advisors
Atlanta,
Georgia
| – | -$44.7K | -412 | Closed |
|
|
AP
107
Advisors Preferred
Rockville,
Maryland
| – | -$9.58K | -89 | Closed |
|
|
ASN
108
Advisory Services Network
Atlanta,
Georgia
| – | -$7.81K | -72 | Closed |
|
|
NFA
109
Northwest Financial Advisors
Herndon,
Virginia
| – | -$6.95K | -64 | Closed |
|
|
FCMT
110
Founders Capital Management (Texas)
Houston,
Texas
| – | -$4.02K | -37 | Closed |
|
|
SIS
111
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$3.91K | -36 | Closed |
|
112
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3.06K | -28 | Closed |
|
IAI Hedge Fund Activity: Q1 2024 in Review
92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q1 2024, worth a combined $237M — down 30% from $340M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IAI positions and 19 closed out — a net gain of 7 holders — while 15 added to existing stakes and 32 trimmed.
The largest buyer was WESPAC Advisors SoCal, opening a new position worth an estimated $7.29M. The largest seller was Meitav Investment House, exiting entirely with an estimated $52.5M sold.
- 92 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q1 2024, up from 85 in Q4 2023.
- Funds reported $237M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q1 2024, down 30% quarter-over-quarter.
- 26 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q1 2024 and 19 closed out, a net change of +7 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q1 2024 was WESPAC Advisors SoCal, an estimated $7.29M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q1 2024 was Meitav Investment House, an estimated $52.5M sold.
Based on aggregated 13F filings for Q1 2024.