iShares US Broker-Dealers & Securities Exchanges ETF
64 hedge funds and large institutions have $130M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
6% more capital invested
Capital invested by funds: $122M → $130M (+$7.21M)
2.77% more ownership
Funds ownership: 56.01% → 58.78% (+2.8%)
0% more funds holding
Funds holding: 64 → 64 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.69M |
| 2 |
Morgan Stanley
New York
|
+$4.82M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$1.79M |
| 4 |
OC
Oppenheimer & Co
New York
|
+$1.38M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.91M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.26M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.6M |
| 4 |
MIG
McGuire Investment Group
Wakefield,
Rhode Island
|
-$2.44M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.02M |
IAI Hedge Fund Activity: Q1 2019 in Review
64 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q1 2019, worth a combined $130M — up 5.9% from $122M a quarter earlier.
Fund positioning in IAI was balanced in Q1 2019: 9 funds opened new positions, 9 closed out, 29 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.69M. The largest seller was Bank of America, cutting an estimated $4.91M.
- 64 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $130M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q1 2019, up 5.9% quarter-over-quarter.
- 9 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q1 2019 and 9 closed out, a net change of 0 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q1 2019 was Wells Fargo, an estimated $7.69M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q1 2019 was Bank of America, an estimated $4.91M sold.
Based on aggregated 13F filings for Q1 2019.