iShares US Broker-Dealers & Securities Exchanges ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$28.2M |
| 2 |
Morgan Stanley
New York
|
+$22.9M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
+$12.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.3M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$8.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.56M |
| 3 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$8.24M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.01M |
| 5 |
AssetMark Inc
Concord,
California
|
-$5.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
201
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1.8K | -14 | Closed |
|
202
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$428 | +3 | New |
|
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.