IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF

170 hedge funds and large institutions have $966M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less funds holding

Funds holding: 191170 (-21)

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.09M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
GDP
177
Great Diamond Partners
Maine
VA
178
VestGen Advisors
Illinois
LJCM
179
Lee Johnson Capital Management
Texas
BAM
180
Belpointe Asset Management
Nevada
WWMP
181
Wagner Wealth Management (Pennsylvania)
Pennsylvania
IA
182
IFG Advisory
Georgia
TPA
183
Trivium Point Advisory
Connecticut
HVP
184
Hudson Value Partners
Florida
IWC
185
Integrated Wealth Concepts
Massachusetts
FIBOI
186
First International Bank of Israel
PAG
187
Private Advisor Group
New Jersey
YIH
188
Y-Intercept (HK)
Hong Kong
WA
189
WESPAC Advisors
California
Simplex Trading
190
Simplex Trading
Illinois
AFP
191
Ausdal Financial Partners
Iowa
SFS
192
Sowell Financial Services
Arkansas
FCA
193
Fortis Capital Advisors
Kansas
AWM
194
Axxcess Wealth Management
California
PGFC
195
Peapack-Gladstone Financial Corp
New Jersey
CBA
196
Coastal Bridge Advisors
Connecticut
CFG
197
Citizens Financial Group
Rhode Island
WB
198
WesBanco Bank
West Virginia
FHA
199
Flagship Harbor Advisors
Massachusetts
MA
200
Montag & Associates
Georgia