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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
WI
126
WBI Investments
New Jersey
$220K +$215K +1,225 New
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$215K
CBA
128
Coastal Bridge Advisors
Connecticut
$213K
CFG
129
Citizens Financial Group
Rhode Island
$209K
CI
130
CX Institutional
Indiana
$207K -$10K -57 -5%
KF
131
KKM Financial
Illinois
$207K +$202K +1,153 New
WB
132
WesBanco Bank
West Virginia
$203K
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$195K -$7.38K -42 -4%
GRP
134
Global Retirement Partners
California
$160K -$1.93K -11 -1%
EB
135
Eastern Bank
Massachusetts
$158K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$142K +$4.04K +23 +3%
TRCT
137
Tower Research Capital (TRC)
New York
$136K +$133K +759 New
FHA
138
Flagship Harbor Advisors
Massachusetts
$130K +$127K +723 New
FIM
139
FWL Investment Management
Texas
$108K +$19.5K +111 +23%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$99.9K -$12.3K -70 -11%
Citigroup
141
Citigroup
New York
$89.7K -$27.4K -156 -24%
WA
142
WestEnd Advisors
North Carolina
$88.5K -$2.11K -12 -2%
BL
143
Balentine LLC
Georgia
$79.5K
BlackRock
144
BlackRock
New York
$74.3K
PTC
145
Private Trust Company
Ohio
$64.9K -$1.23K -7 -2%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$64.4K
MA
147
Montag & Associates
Georgia
$59.4K +$2.81K +16 +5%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$51.7K
William Blair & Company
149
William Blair & Company
Illinois
$49.1K -$1.76K -10 -4%
RF
150
Rossby Financial
Florida
$48.8K

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.