iShares US Broker-Dealers & Securities Exchanges ETF
69 hedge funds and large institutions have $201M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
100% more capital invested
Capital invested by funds: $100M → $201M (+$100M)
45.82% more ownership
Funds ownership: 50.07% → 95.89% (+46%)
25% more funds holding
Funds holding: 55 → 69 (+14)
36% less call options, than puts
Call options by funds: $641K | Put options by funds: $995K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.7M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$20.7M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.67M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$6.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sandler Capital Management
New York
|
-$4.79M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$525K |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$267K |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$262K |
IAI Hedge Fund Activity: Q1 2018 in Review
69 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q1 2018, worth a combined $201M — up 100% from $100M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IAI positions and 4 closed out — a net gain of 14 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.7M. The largest seller was Sandler Capital Management, exiting entirely with an estimated $4.79M sold.
- 69 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q1 2018, up from 55 in Q4 2017.
- Funds reported $201M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q1 2018, up 100% quarter-over-quarter.
- 18 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q1 2018 and 4 closed out, a net change of +14 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q1 2018 was Morgan Stanley, an estimated $23.7M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q1 2018 was Sandler Capital Management, an estimated $4.79M sold.
Based on aggregated 13F filings for Q1 2018.