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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
SS
176
Sunbelt Securities
Texas
$7.35K
EWA
177
EverSource Wealth Advisors
Alabama
$7K
Comerica Bank
178
Comerica Bank
Texas
$6.28K
AWM
179
Abound Wealth Management
Tennessee
$5.74K
CPBTD
180
Central Pacific Bank - Trust Division
Hawaii
$5.38K
HFS
181
Hantz Financial Services
Michigan
$4K
ACA
182
Aptus Capital Advisors
Alabama
$3.95K
GWM
183
Gilpin Wealth Management
Colorado
$3.23K +$3.16K +18 New
MCM
184
MAI Capital Management
Ohio
$3.05K -$1.76K -10 -37%
SAM
185
Smartleaf Asset Management
Massachusetts
$2.9K
MEG
186
Millstone Evans Group
Colorado
$2.51K
CJ
187
Caitlin John
Michigan
$2.33K
FM
188
Family Management
New York
$1.79K
DWM
189
Darwin Wealth Management
Florida
$1.62K
CIAS
190
Capital Investment Advisory Services
North Carolina
$1.08K
BNA
191
BankChampaign National Association
Illinois
$897 +$43.9K +250 New
HNB
192
Huntington National Bank
Ohio
$359
QC
193
Quadrature Capital
United Kingdom
-$10.1M -56,881 Closed
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
-$6.81M -38,793 Closed
HWM
195
Horizon Wealth Management
Illinois
-$4.9M -27,724 Closed
CM
196
Castleark Management
Illinois
-$3.45M -19,520 Closed
GS
197
GTS Securities
New York
-$2.85M -16,126 Closed
BFA
198
Brendel Financial Advisors
New Hampshire
-$939K -5,308 Closed
FFN
199
Focus Financial Network
Minnesota
-$853K -4,823 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
-$601K -3,400 Closed

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.