iShares US Broker-Dealers & Securities Exchanges ETF
115 hedge funds and large institutions have $587M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
81% more capital invested
Capital invested by funds: $324M → $587M (+$263M)
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
22% more funds holding
Funds holding: 94 → 115 (+21)
1.95% more ownership
Funds ownership: 68.95% → 70.91% (+2%)
43% less call options, than puts
Call options by funds: $365K | Put options by funds: $644K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$138M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$22.2M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$13.5M |
| 4 |
Morgan Stanley
New York
|
+$9.84M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$6.95M |
| 2 |
Jane Street
New York
|
-$3.68M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.67M |
| 4 |
Goldman Sachs
New York
|
-$2.22M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.86M |
IAI Hedge Fund Activity: Q4 2022 in Review
115 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2022, worth a combined $587M — up 81% from $324M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IAI positions and 9 closed out — a net gain of 24 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $138M. The largest seller was Meitav Investment House, cutting an estimated $6.95M.
- 115 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2022, up from 94 in Q3 2022.
- Funds reported $587M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2022, up 81% quarter-over-quarter.
- 33 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2022 and 9 closed out, a net change of +24 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2022 was AssetMark Inc, an estimated $138M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2022 was Meitav Investment House, an estimated $6.95M sold.
Based on aggregated 13F filings for Q4 2022.