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iShares US Broker-Dealers & Securities Exchanges ETF

184 hedge funds and large institutions have $978M invested in iShares US Broker-Dealers & Securities Exchanges ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $907M → $978M (+$71.4M)

1% more funds holding

Funds holding: 182184 (+2)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.42% less ownership

Funds ownership: 65.57%62.15% (-3.4%)

74% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $6.11M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
59
Reduced
57
Closed
26
Calls
$1.57M
Puts
$6.11M
Net Calls
-$4.53M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$116M -$4.62M -26,536 -4%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$113M
LPL Financial
3
LPL Financial
California
$75.9M +$9.58M +55,017 +15%
Morgan Stanley
4
Morgan Stanley
New York
$74.2M -$7.41M -42,584 -9%
Bank of America
5
Bank of America
North Carolina
$58.1M +$2.83M +16,250 +5%
Two Sigma Investments
6
Two Sigma Investments
New York
$44.1M +$8.13M +46,700 +23%
Wells Fargo
7
Wells Fargo
California
$37.7M +$9.46M +54,327 +34%
MML Investors Services
8
MML Investors Services
Massachusetts
$36.5M +$397K +2,282 +1%
SFI
9
SPC Financial Inc
Maryland
$29.9M +$51.9K +298 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$21.7M +$663K +3,811 +3%
UBS Group
11
UBS Group
Switzerland
$20.9M +$6.55M +37,634 +47%
Osaic Holdings
12
Osaic Holdings
Arizona
$18.7M -$17.9M -102,723 -49%
Stifel Financial
13
Stifel Financial
Missouri
$18.6M -$547K -3,140 -3%
WAS
14
WESPAC Advisors SoCal
California
$17.2M -$146K -841 -0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.1M +$1.12M +6,417 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$15.9M +$2.34M +13,466 +18%
ASN
17
Advisory Services Network
Georgia
$15.1M +$75.2K +432 +0.5%
CWM
18
Chicago Wealth Management
Illinois
$13.8M -$54.7K -314 -0.4%
MWM
19
MinichMacGregor Wealth Management
New York
$11.5M +$166K +953 +1%
PFS
20
Prospera Financial Services
Texas
$10.6M -$261K -1,500 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
$10.5M +$2.93M +16,825 +40%
QC
22
Quadrature Capital
United Kingdom
$10.1M +$9.9M +56,881 New
WDL
23
Well Done LLC
Michigan
$7.45M +$849K +4,876 +13%
SA
24
SFI Advisors
New Jersey
$7.04M -$116K -665 -2%
PG
25
Prostatis Group
Maryland
$6.94M +$6.83M +39,234 New

IAI Hedge Fund Activity: Q3 2025 in Review

184 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) for Q3 2025, worth a combined $978M — up 7.9% from $907M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IAI positions and 26 closed out — a net gain of 3 holders — while 59 added to existing stakes and 57 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $9.9M. The largest seller was Osaic Holdings, cutting an estimated $17.9M.

  • 184 institutional investors held iShares US Broker-Dealers & Securities Exchanges ETF (IAI) as of Q3 2025, up from 182 in Q2 2025.
  • Funds reported $978M of iShares US Broker-Dealers & Securities Exchanges ETF stock for Q3 2025, up 7.9% quarter-over-quarter.
  • 29 funds opened new iShares US Broker-Dealers & Securities Exchanges ETF positions in Q3 2025 and 26 closed out, a net change of +3 holders.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF buyer in Q3 2025 was Quadrature Capital, an estimated $9.9M added.
  • The largest iShares US Broker-Dealers & Securities Exchanges ETF seller in Q3 2025 was Osaic Holdings, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2025.