IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF
IAI

Overview Fund Activity

114 hedge funds and large institutions have $460M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+21
Holders Change %
+22.58%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
47
Reduced
23
Closed
7
Calls
$2.22M
Puts
$2.36M
Net Calls
-$144K
Net Calls Change
-$810K

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$21.5M
2
PS
2
Portfolio Strategies
New York
$15.6M
3
LPL Financial
3
LPL Financial
California
$14.8M
4
MIH
4
Meitav Investment House
Israel
$59.4M
5
Wells Fargo
5
Wells Fargo
California
$32.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$90K
2
LJAC
2
L.J. Altfest & Co
New York
$340K
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
FTUS
4
Flow Traders U.S.
New York
$238K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.15M
Name Market Value Shares Shares
Change 		Shares
Change %
MIH
1
Meitav Investment House
Israel
$59.4M 568,793 +67,712 +14%
Morgan Stanley
2
Morgan Stanley
New York
$55.1M 527,542 -29,404 -5%
Wells Fargo
3
Wells Fargo
California
$32.1M 307,671 +64,834 +27%
SFI
4
SPC Financial Inc
Maryland
$22.1M 211,271 +26,064 +14%
AWM
5
Affinity Wealth Management
Delaware
$21.5M 204,747 +204,747 New
Osaic Holdings
6
Osaic Holdings
Arizona
$18.1M 173,635 +2,190 +1%
Bank of America
7
Bank of America
North Carolina
$17.7M 169,182 -4,474 -3%
PS
8
Portfolio Strategies
New York
$15.6M 149,453 +149,453 New
LPL Financial
9
LPL Financial
California
$14.8M 142,069 +84,071 +145%
MML Investors Services
10
MML Investors Services
Massachusetts
$11.8M 112,850 +11,548 +11%
CCMG
11
Clark Capital Management Group
Pennsylvania
$11.6M 110,859 +26,680 +32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.1M 106,427 +10,152 +11%
Ameriprise
13
Ameriprise
Minnesota
$9.81M 94,001 +16,277 +21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.66M 92,565 -18,256 -16%
ASN
15
Advisory Services Network
Georgia
$9.35M 89,574 +10,993 +14%
UBS Group
16
UBS Group
Switzerland
$9.19M 87,983 -14,184 -14%
Stifel Financial
17
Stifel Financial
Missouri
$9.07M 86,908 -1,001 -1%
Citadel Advisors
18
Citadel Advisors
Florida
$7.45M 71,366 +35,111 +97%
MIG
19
McGuire Investment Group
Rhode Island
$7.07M 67,751 -850 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.82M 65,366 +13,549 +26%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.15M 58,870 -31,489 -35%
RWP
22
RWA Wealth Partners
Massachusetts
$6.06M 58,088 +58,088 New
MWM
23
MinichMacGregor Wealth Management
New York
$5.75M 55,070 +365 +0.7%
QAM
24
Q3 Asset Management
Michigan
$5.4M 57,997 +49,020 +546%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$5.25M 50,317 +48,376 +2,492%
1
2 3 4 5