iShares US Broker-Dealers & Securities Exchanges ETF
70 hedge funds and large institutions have $183M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 5 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
106% more capital invested
Capital invested by funds: $88.7M → $183M (+$94M)
23% more funds holding
Funds holding: 57 → 70 (+13)
9.79% less ownership
Funds ownership: 54.38% → 44.6% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$22.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.1M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.05M |
| 4 |
Morgan Stanley
New York
|
+$6.46M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.61M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$133K |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$124K |
IAI Hedge Fund Activity: Q1 2021 in Review
70 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q1 2021, worth a combined $183M — up 106% from $88.7M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IAI positions and 5 closed out — a net gain of 13 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Meitav Investment House, adding an estimated $22.8M. The largest seller was Royal Bank of Canada, cutting an estimated $1.61M.
- 70 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q1 2021, up from 57 in Q4 2020.
- Funds reported $183M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q1 2021, up 106% quarter-over-quarter.
- 18 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q1 2021 and 5 closed out, a net change of +13 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q1 2021 was Meitav Investment House, an estimated $22.8M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2021.