iShares US Broker-Dealers & Securities Exchanges ETF
65 hedge funds and large institutions have $154M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
5% more capital invested
Capital invested by funds: $146M → $154M (+$7.3M)
0% more funds holding
Funds holding: 65 → 65 (0)
0.82% less ownership
Funds ownership: 62.42% → 61.6% (-0.82%)
33% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 24
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $349K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$26.3M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.45M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$563K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$13.6M |
| 2 |
OC
Oppenheimer & Co
New York
|
-$3.06M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.04M |
| 4 |
Jane Street
New York
|
-$2.37M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.05M |
IAI Hedge Fund Activity: Q4 2019 in Review
65 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2019, worth a combined $154M — up 5% from $146M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IAI positions and 9 closed out — a net gain of 2 holders — while 16 added to existing stakes and 24 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $26.3M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $13.6M sold.
- 65 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $154M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2019, up 5% quarter-over-quarter.
- 11 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2019 and 9 closed out, a net change of +2 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2019 was SFMG Wealth Advisors, an estimated $26.3M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2019 was SPC Financial Inc, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2019.