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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
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$2.45K – – –
MCM
177
MAI Capital Management
Ohio
$2.45K +$2.43K +17 New
HR
178
Howe & Rusling
New York
$2.02K +$2K +14 New
MEG
179
Millstone Evans Group
Colorado
$2.02K +$2K +14 New
Russell Investments Group
180
Russell Investments Group
United Kingdom
$1.73K -$10.8K -76 -86%
FM
181
Family Management
New York
$1.44K +$1.43K +10 New
CIAS
182
Capital Investment Advisory Services
North Carolina
$865 – – –
Prudential Financial
183
Prudential Financial
New Jersey
– -$2.96M -23,016 Closed
BCM
184
Beaumont Capital Management
Massachusetts
– -$2.64M -20,573 Closed
IAIM
185
International Assets Investment Management
Florida
– -$107 -13,801 Closed
Millennium Management
186
Millennium Management
New York
– -$1.34M -10,409 Closed
ACGA
187
Atlanta Consulting Group Advisors
Georgia
– -$552K -4,290 Closed
ATS
188
Ashton Thomas Securities
New York
– -$452K -3,513 Closed
ACP
189
Aveo Capital Partners
Colorado
– -$370K -2,876 Closed
SW
190
Simplicity Wealth
New Jersey
– -$335K -2,604 Closed
Wolverine Trading
191
Wolverine Trading
Illinois
– -$274K -1,923 Closed
TI
192
Trexquant Investment
Connecticut
– -$232K -1,801 Closed
CIM
193
Corbyn Investment Management
Maryland
– -$221K -1,721 Closed
GSEP
194
Golden State Equity Partners
California
– -$39.3K -306 Closed
PW
195
Paladin Wealth
Minnesota
– -$10.5K -82 Closed
NFA
196
Northwest Financial Advisors
Virginia
– -$8.23K -64 Closed
OC
197
Oarsman Capital
Wisconsin
– -$5.01K -39 Closed
JPWM
198
Jamison Private Wealth Management
Georgia
– -$4.24K -33 Closed
WWP
199
WR Wealth Planners
Missouri
– -$3.98K -31 Closed
BTI
200
Blue Trust Inc
Georgia
– -$2.81K -24 Closed
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.