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iShares US Broker-Dealers & Securities Exchanges ETF
IAI

18 hedge funds and large institutions have $61.2M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2013 Q2 according to their latest regulatory filings, with 18 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

55.99% more ownership

Funds ownership: 0% → 55.99% (+56%)

Holders
18
Holders Change
+18
Holders Change %
–
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M +$13.8M +476,669 New
Wells Fargo
2
Wells Fargo
California
$11.6M +$10.9M +377,660 New
MM
3
Main Management
California
$8.45M +$7.95M +274,565 New
Citigroup
4
Citigroup
New York
$7.7M +$7.24M +250,000 New
GP
5
GLG Partners
United Kingdom
$5.54M +$5.21M +180,000 New
Bank of America
6
Bank of America
North Carolina
$3.71M +$3.49M +120,557 New
Goldman Sachs
7
Goldman Sachs
New York
$3.08M +$2.9M +100,000 New
U
8
UBS
Switzerland
$2.89M +$2.72M +94,021 New
LPL Financial
9
LPL Financial
California
$1.07M +$1.01M +34,938 New
DBIA
10
Dumont & Blake Investment Advisors
New Jersey
$976K +$918K +31,705 New
CIBC World Market
11
CIBC World Market
Ontario, Canada
$695K +$654K +22,573 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$438K +$412K +14,237 New
CCMG
13
Clark Capital Management Group
Pennsylvania
$246K +$231K +7,981 New
AIG
14
American International Group
New York
$40K +$37.7K +1,300 New
Deutsche Bank
15
Deutsche Bank
Germany
$22K +$21K +725 New
Creative Planning
16
Creative Planning
Kansas
$11K +$10.1K +349 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9K +$8.69K +300 New
GGPS
18
Gary Goldberg Planning Services
New York
$3K +$2.9K +100 New

IAI Hedge Fund Activity: Q2 2013 in Review

18 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q2 2013, worth a combined $61.2M.

Buyers outnumbered sellers: 18 funds opened new IAI positions and 0 closed out — a net gain of 18 holders — while 0 added to existing stakes and 0 trimmed.

  • 18 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $61.2M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q2 2013.
  • 18 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q2 2013 and 0 closed out, a net change of +18 holders.

Based on aggregated 13F filings for Q2 2013.