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iShares US Broker-Dealers & Securities Exchanges ETF
IAI

182 hedge funds and large institutions have $1.4B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $1.01M

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

21% more funds holding

Funds holding: 150 → 182 (+32)

21% more capital invested

Capital invested by funds: $1.16B → $1.4B (+$245M)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

7.58% less ownership

Funds ownership: 85.59% → 78% (-7.6%)

Holders
182
Holders Change
+32
Holders Change %
+21.33%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
55
Increased
50
Reduced
54
Closed
19
Calls
$3.83M
Puts
$1.01M
Net Calls
+$2.83M
Net Calls Change
+$2.17M

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$28.2M
2
Morgan Stanley
Morgan Stanley
New York
+$22.9M
3
EE
EWG Elevate
California
+$12.2M
4
Ameriprise
Ameriprise
Minnesota
+$11.3M
5
ASN
Advisory Services Network
Georgia
+$11M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$8.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.56M
3
WA
WestEnd Advisors
North Carolina
-$8.24M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.01M
5
AssetMark Inc
AssetMark Inc
California
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
SignatureFD
Georgia
$25.3K -$26.5K -186 -51%
AWM
152
AE Wealth Management
Kansas
$22.7K +$22.5K +158 New
CPG
153
Cornerstone Planning Group
New Jersey
$22.2K +$4.42K +31 +27%
TWC
154
TD Waterhouse Canada
Ontario, Canada
$21.6K +$7.13K +50 +50%
WWMSC
155
Wagner Wealth Management (South Carolina)
South Carolina
$20.3K – – –
HBW
156
Hazlett, Burt & Watson
West Virginia
$20K +$19.4K +136 New
FHA
157
First Horizon Advisors
Tennessee
$17.8K -$1.43K -10 -8%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K – – –
GPFA
159
Game Plan Financial Advisors
Ohio
$14.4K – – –
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$12.2K -$5.99K -42 -33%
EWM
161
Evermay Wealth Management
Virginia
$12.2K – – –
HNB
162
Huntington National Bank
Ohio
$12.1K – – –
AIM
163
Anchor Investment Management
South Carolina
$11.7K – – –
HWA
164
HHM Wealth Advisors
Tennessee
$11.1K – – –
HHGA
165
Halbert Hargrove Global Advisors
California
$10.7K +$10.6K +74 New
FFA
166
Farther Finance Advisors
California
$9.51K – – –
HIA
167
Harbor Investment Advisory
Maryland
$8.36K -$856 -6 -9%
CFB
168
Cullen/Frost Bankers
Texas
$7.93K +$7.85K +55 New
TSMHT
169
Thurston Springer Miller Herd & Titak
Indiana
$7.31K +$7.13K +50 New
EWA
170
EverSource Wealth Advisors
Alabama
$5.62K – – –
LDB
171
Lee, Danner & Bass
Tennessee
$5.48K +$5.42K +38 New
CPBTD
172
Central Pacific Bank - Trust Division
Hawaii
$4.32K +$1.14K +8 +36%
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$2.91K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$2.88K – – –
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$2.74K – – –
5 6
7
8 9

IAI Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2024, worth a combined $1.4B — up 21% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAI positions and 19 closed out — a net gain of 36 holders — while 50 added to existing stakes and 54 trimmed.

The largest buyer was MML Investors Services, adding an estimated $28.2M. The largest seller was Truist Financial, cutting an estimated $8.7M.

  • 182 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2024, up from 150 in Q3 2024.
  • Funds reported $1.4B of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 55 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2024 and 19 closed out, a net change of +36 holders.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2024 was MML Investors Services, an estimated $28.2M added.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2024 was Truist Financial, an estimated $8.7M sold.

Based on aggregated 13F filings for Q4 2024.