iShares US Broker-Dealers & Securities Exchanges ETF
53 hedge funds and large institutions have $181M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 15 closing their positions.
47% more capital inflows, than outflows
Capital inflows: $50.7M | Capital outflows: $34.4M
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
7% less funds holding
Funds holding: 57 → 53 (-4)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$34.1M |
| 2 |
Cumberland Advisors
Sarasota,
Florida
|
+$4.66M |
| 3 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$4.01M |
| 4 |
Morgan Stanley
New York
|
+$1.56M |
| 5 |
Jane Street
New York
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.1M |
| 2 |
Xponance
Philadelphia,
Pennsylvania
|
-$6.58M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$5.48M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.23M |
| 5 |
NWAM LLC
Mercer Island,
Washington
|
-$1.25M |
IAI Hedge Fund Activity: Q1 2015 in Review
53 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q1 2015, worth a combined $181M — up 11% from $164M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IAI and 11 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Janney Capital Management, adding an estimated $34.1M. The largest seller was Wells Fargo, cutting an estimated $13.1M.
- 53 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q1 2015, down from 57 in Q4 2014.
- Funds reported $181M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q1 2015, up 11% quarter-over-quarter.
- 11 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q1 2015 and 15 closed out, a net change of -4 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q1 2015 was Janney Capital Management, an estimated $34.1M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q1 2015 was Wells Fargo, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2015.