IAI icon

iShares US Broker-Dealers & Securities Exchanges ETF
IAI

Overview Fund Activity

83 hedge funds and large institutions have $283M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
16
Reduced
31
Closed
10
Calls
$46K
Puts
$364K
Net Calls
-$318K
Net Calls Change
+$3.09M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$29.8M
2
MIH
2
Meitav Investment House
Israel
$43.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.83M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$81.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
SFI
2
SPC Financial Inc
Maryland
$752K
3
ASN
3
Advisory Services Network
Georgia
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$1.07M
5
Wells Fargo
5
Wells Fargo
California
$5.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$81.3M 893,438 +5,182 +0.6%
MIH
2
Meitav Investment House
Israel
$43.4M 468,948 +33,812 +8%
GI
3
Gradient Investments
Minnesota
$29.8M 327,762 +108,738 +50%
Morgan Stanley
4
Morgan Stanley
New York
$23.3M 255,821 -512,863 -67%
KHLMVGHM
5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.3M 229,976 – –
KHLMTHM
6
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.71M 83,208 – –
CI
7
Cavalier Investments
Georgia
$5.64M 61,986 +2,265 +4%
Wells Fargo
8
Wells Fargo
California
$5.05M 55,518 -48,735 -47%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.67M 51,329 -513 -1%
UBS Group
10
UBS Group
Switzerland
$4.53M 49,783 -10,207 -17%
SA
11
SFI Advisors
New Jersey
$4.51M 49,523 -512 -1%
LPL Financial
12
LPL Financial
California
$3.97M 43,627 +4,216 +11%
Truist Financial
13
Truist Financial
North Carolina
$3.86M 42,454 -737 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.77M 41,366 +2,677 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.3M 36,306 +27,949 +334%
MM
16
Main Management
California
$3.15M 34,600 – –
MIG
17
McGuire Investment Group
Rhode Island
$3.14M 34,527 -609 -2%
Bank of America
18
Bank of America
North Carolina
$2.74M 30,046 -43,763 -59%
CCA
19
Cottonwood Capital Advisors
Utah
$2.7M 29,646 -2,844 -9%
YAVAPFMC
20
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.61M 28,209 – –
SPIA
21
Steward Partners Investment Advisory
New York
$1.95M 21,433 +228 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$1.83M 20,090 +15,059 +299%
GDP
23
Great Diamond Partners
Maine
$1.47M 16,121 +421 +3%
FTUS
24
Flow Traders U.S.
New York
$1.44M 15,774 +2,807 +22%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.39M 15,279 -2,954 -16%
1
2 3 4