iShares US Broker-Dealers & Securities Exchanges ETF
150 hedge funds and large institutions have $1.16B invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.
1,679% more call options, than puts
Call options by funds: $694K | Put options by funds: $39K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
51% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 37
32% more capital invested
Capital invested by funds: $875M → $1.16B (+$284M)
13% more funds holding
Funds holding: 133 → 150 (+17)
6.65% more ownership
Funds ownership: 78.8% → 85.46% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$102M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$15.8M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$12.5M |
| 4 |
Morgan Stanley
New York
|
+$10.7M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.36M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.87M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$3.05M |
| 4 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$2.43M |
| 5 |
Two Sigma Advisers
New York
|
-$1.86M |
IAI Hedge Fund Activity: Q3 2024 in Review
150 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q3 2024, worth a combined $1.16B — up 32% from $875M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IAI positions and 18 closed out — a net gain of 17 holders — while 56 added to existing stakes and 37 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $102M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.36M sold.
- 150 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q3 2024, up from 133 in Q2 2024.
- Funds reported $1.16B of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q3 2024, up 32% quarter-over-quarter.
- 35 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q3 2024 and 18 closed out, a net change of +17 holders.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q3 2024 was Janney Montgomery Scott, an estimated $102M added.
- The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q3 2024 was Goldman Sachs, an estimated $7.36M sold.
Based on aggregated 13F filings for Q3 2024.