iShares US Broker-Dealers & Securities Exchanges ETF
46 hedge funds and large institutions have $40.8M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
7% more funds holding
Funds holding: 43 → 46 (+3)
2.55% less ownership
Funds ownership: 43.68% → 41.13% (-2.5%)
11% less capital invested
Capital invested by funds: $45.7M → $40.8M (-$4.93M)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$1.37M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$922K |
| 3 |
Jane Street
New York
|
+$660K |
| 4 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
+$328K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.14M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.36M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
-$1.73M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
IAI Hedge Fund Activity: Q3 2020 in Review
46 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q3 2020, worth a combined $40.8M — down 11% from $45.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IAI positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was Cavalier Investments, opening a new position worth an estimated $1.37M. The largest seller was Morgan Stanley, cutting an estimated $3.14M.
- 46 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q3 2020, up from 43 in Q2 2020.
- Funds reported $40.8M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q3 2020, down 11% quarter-over-quarter.
- 8 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q3 2020 and 5 closed out, a net change of +3 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q3 2020 was Cavalier Investments, an estimated $1.37M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q3 2020 was Morgan Stanley, an estimated $3.14M sold.
Based on aggregated 13F filings for Q3 2020.