iShares US Broker-Dealers & Securities Exchanges ETF
85 hedge funds and large institutions have $321M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 15 closing their positions.
305% more call options, than puts
Call options by funds: $2.64M | Put options by funds: $651K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more capital invested
Capital invested by funds: $283M → $321M (+$38.9M)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
2% more funds holding
Funds holding: 83 → 85 (+2)
0.37% less ownership
Funds ownership: 75.38% → 75% (-0.37%)
37% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$4.58M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.56M |
| 3 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$1.39M |
| 4 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$1.34M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.81M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.65M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.62M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$2.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
IAI Hedge Fund Activity: Q4 2023 in Review
85 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q4 2023, worth a combined $321M — up 14% from $283M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IAI positions and 15 closed out — a net gain of 2 holders — while 19 added to existing stakes and 30 trimmed.
The largest buyer was Grimes & Company, opening a new position worth an estimated $4.58M. The largest seller was Morgan Stanley, cutting an estimated $7.81M.
- 85 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q4 2023, up from 83 in Q3 2023.
- Funds reported $321M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 17 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q4 2023 and 15 closed out, a net change of +2 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q4 2023 was Grimes & Company, an estimated $4.58M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q4 2023 was Morgan Stanley, an estimated $7.81M sold.
Based on aggregated 13F filings for Q4 2023.