iShares US Broker-Dealers & Securities Exchanges ETF
94 hedge funds and large institutions have $520M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 10 closing their positions.
325% more capital invested
Capital invested by funds: $122M → $520M (+$397M)
283% more call options, than puts
Call options by funds: $901K | Put options by funds: $235K
240% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 10
200% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 12
34% more funds holding
Funds holding: 70 → 94 (+24)
11.08% more ownership
Funds ownership: 44.6% → 55.68% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$152M |
| 2 |
Morgan Stanley
New York
|
+$27.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.8M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$18.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$15.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.67M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.42M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.12M |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$775K |
IAI Hedge Fund Activity: Q2 2021 in Review
94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q2 2021, worth a combined $520M — up 325% from $122M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IAI positions and 10 closed out — a net gain of 24 holders — while 36 added to existing stakes and 12 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $152M. The largest seller was Meitav Investment House, cutting an estimated $15.3M.
- 94 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q2 2021, up from 70 in Q1 2021.
- Funds reported $520M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q2 2021, up 325% quarter-over-quarter.
- 34 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q2 2021 and 10 closed out, a net change of +24 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q2 2021 was AssetMark Inc, an estimated $152M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q2 2021 was Meitav Investment House, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2021.