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iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) Institutional Ownership

iShares U.S. Broker-Dealers & Securities Exchanges ETF logo
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Institutional Ownership Changes (13F Filings) for iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$215.14M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$27.37M
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IAI Institutional Buying and Selling by Quarter

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iShares U.S. Broker-Dealers & Securities Exchanges ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025Hudson Value Partners LLC3,869$558K0.2%N/A0.041%
2/17/2025Baird Financial Group Inc.7,858$1.13M0.0%-13.0%0.083%
2/17/2025Ameriprise Financial Inc.105,345$15.18M0.0%+308.0%1.115%
2/12/2025JPMorgan Chase & Co.19,891$2.87M0.0%+0.4%0.210%
2/10/2025SouthState Corp264$38K0.0%N/A0.003%
2/6/2025Resolute Wealth Strategies LLC2,295$331K0.2%-8.6%0.024%
2/6/2025Jones Financial Companies Lllp5,061$729K0.0%+28.1%0.054%
2/5/2025Fisher Asset Management LLC745,956$107.49M0.0%-4.2%7.894%
2/4/2025Bank of New York Mellon Corp7,906$1.14M0.0%-2.6%0.084%
2/3/2025Transcend Capital Advisors LLC10,745$1.55M0.1%-9.8%0.114%
2/3/2025Hudson Value Partners LLC3,869$558K0.2%N/A0.041%
1/28/2025WestEnd Advisors LLC708,014$102.03M2.6%-7.5%7.492%
1/27/2025Jackson Wealth Management LLC4,954$714K0.1%N/A0.052%
1/24/2025Q3 Asset Management10,176$1.46M0.9%+43.2%0.108%
1/23/2025Fifth Third Securities Inc.3,811$549K0.0%N/A0.040%
1/22/2025Kingswood Wealth Advisors LLC2,911$419K0.0%N/A0.031%
1/17/2025Janney Montgomery Scott LLC765,415$110.30M0.3%-6.8%8.100%
12/26/2024JPMorgan Chase & Co.19,811$2.55M0.0%-3.1%0.210%
11/25/2024Wilmington Savings Fund Society FSB438$56K0.0%N/A0.005%
11/13/2024Fisher Asset Management LLC778,800$100.12M0.0%-3.1%8.241%
10/29/2024Janney Montgomery Scott LLC821,548$105.62M0.3%N/A8.694%
10/25/2024WestEnd Advisors LLC765,727$98.44M2.4%-2.5%8.103%
10/22/2024Eastern Bank880$113K0.0%N/A0.009%
8/6/2024Corbyn Investment Management Inc. MD1,721$201K0.1%-19.8%0.018%
8/3/20249258 Wealth Management LLC3,236$378K0.1%N/A0.034%
7/29/2024WestEnd Advisors LLC785,417$91.84M2.4%N/A8.311%
7/26/2024Bank of New York Mellon Corp4,996$584K0.0%N/A0.053%
7/2/2024Transcend Capital Advisors LLC12,171$1.42M0.1%N/A0.129%
5/30/2024Cambridge Trust Co.880$102K0.0%N/A0.009%
4/25/2024Q3 Asset Management14,988$1.74M0.5%+7.0%0.162%
3/5/2024Fisher Asset Management LLC870,158$94.44M0.0%-2.6%20.236%
2/6/2024Fisher Asset Management LLC871,814$94.62M0.0%-2.4%20.275%
1/29/2024Q3 Asset Management14,008$1.51M0.4%N/A0.326%
10/24/2023Cambridge Investment Research Advisors Inc.2,258$206K0.0%-7.9%0.053%
10/18/2023CX Institutional8,136$741K0.0%-37.2%0.189%
10/18/2023Private Trust Co. NA311$28K0.0%N/A0.007%
8/11/2023Summit Financial LLC2,443$222K0.0%N/A0.057%
8/9/2023Flow Traders U.S. LLC12,967$1.18M0.1%N/A0.302%
8/8/2023Fisher Asset Management LLC888,648$80.65M0.0%+6.9%20.666%
7/13/2023Cambridge Investment Research Advisors Inc.2,453$223K0.0%-39.8%0.034%
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5/5/2023Assetmark Inc.1,264,970$115.92M0.5%-12.5%16.979%
5/4/2023Resolute Wealth Strategies LLC2,458$225K0.2%N/A0.033%
5/3/2023Cookson Peirce & Co. Inc.2,352$216K0.0%N/A0.032%
5/1/2023Fisher Asset Management LLC831,546$76.20M0.0%+16,651.5%11.162%
4/17/2023Ayalon Insurance Comp Ltd.800$73K0.0%-94.0%0.009%
2/8/2023Cambridge Investment Research Advisors Inc.2,803$269K0.0%-23.4%0.032%
2/3/2023Fisher Asset Management LLC4,964$477K0.0%-24.9%0.056%
2/1/2023Corbyn Investment Management Inc. MD2,243$216K0.1%N/A0.025%
1/24/2023WealthOne LLC3,388$326K0.1%N/A0.038%
1/18/2023Well Done LLC42,434$4.08M0.9%+17.3%0.477%
1/11/2023North Star Investment Management Corp.1,645$158K0.0%N/A0.019%
1/9/2023MinichMacGregor Wealth Management LLC1,150$111K0.0%N/A0.013%
11/14/2022Barometer Capital Management Inc.6,600$564K0.2%N/A0.120%
11/8/2022Fisher Asset Management LLC6,608$564K0.0%+34.1%0.120%
11/2/2022Hudock Inc.347$29K0.0%N/A0.006%
10/31/2022Leuthold Group LLC9,613$821K0.1%-31.1%0.175%
10/24/2022Great Diamond Partners LLC11,528$984K0.3%-5.1%0.212%
10/19/2022Ayalon Insurance Comp Ltd.13,300$1.14M0.5%-25.9%0.244%
10/14/2022Well Done LLC36,172$3.09M0.8%+10.4%0.664%
10/4/2022AdvisorNet Financial Inc904$77K0.0%-23.3%0.020%
8/13/2022Flow Traders U.S. LLC7,711$647K0.0%-61.2%0.168%
8/4/2022Cavalier Investments LLC60,173$5.05M1.8%+1.6%1.308%
8/3/2022Dumont & Blake Investment Advisors LLC2,470$207K0.1%-24.2%0.054%
8/1/2022Leuthold Group LLC13,945$1.17M0.2%+37.6%0.303%
7/26/2022Great Diamond Partners LLC12,143$1.02M0.3%+8.0%0.264%
7/26/2022JCSD Capital LLC41,000$3.44M4.0%N/A0.891%
7/18/2022Well Done LLC32,758$2.75M0.6%+14.8%0.697%
7/13/2022Cambridge Investment Research Advisors Inc.3,717$312K0.0%-10.2%0.079%
7/12/2022Ayalon Insurance Comp Ltd.17,950$1.51M0.7%-33.8%0.382%
5/5/2022Fisher Asset Management LLC4,855$485K0.0%+3.4%0.089%
5/5/2022Great Diamond Partners LLC11,242$1.12M0.3%+6.7%0.206%
5/4/2022Janney Montgomery Scott LLC3,068$306K0.0%-10.8%0.056%
5/4/2022Cavalier Investments LLC59,234$5.92M1.5%+8.2%1.077%
5/4/2022Leuthold Group LLC10,131$1.01M0.1%+10.1%0.184%
5/3/2022Corbyn Investment Management Inc. MD2,436$243K0.1%-11.2%0.044%
5/3/2022Cookson Peirce & Co. Inc.3,974$397K0.0%+3.5%0.072%
4/27/2022Dumont & Blake Investment Advisors LLC3,258$325K0.1%N/A0.059%
4/26/2022MinichMacGregor Wealth Management LLC55,972$5.59M1.8%-0.9%1.000%
4/25/2022Ayalon Holdings Ltd.27,100$2.71M0.9%+0.7%0.484%
4/20/2022Well Done LLC28,534$2.85M0.6%+50.7%0.505%
4/15/2022WealthBridge Capital Management LLC4,977$497K0.2%N/A0.088%
4/15/2022Wealthcare Advisory Partners LLC2,720$272K0.0%+11.7%0.048%
4/14/2022AdvisorNet Financial Inc1,230$123K0.0%+9.4%0.022%
2/15/2022SFI Advisors LLC55,271$6.25M5.5%N/A0.662%
2/8/2022Affinity Wealth Management LLC211,591$22.31M4.6%+3.3%2.534%
2/7/2022SG Americas Securities LLC24,800$2.73M0.0%N/A0.297%
2/7/2022Corbyn Investment Management Inc. MD2,743$302K0.1%+12.6%0.033%
2/7/2022Advisors Preferred LLC315$35K0.0%-79.6%0.004%
2/3/2022Cambridge Investment Research Advisors Inc.11,578$1.28M0.0%+25.4%0.140%
2/3/2022Leuthold Group LLC9,201$1.01M0.1%+7.3%0.112%
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2/2/2022Fisher Asset Management LLC4,694$517K0.0%+30.1%0.055%
2/2/2022Cavalier Investments LLC54,734$6.03M1.6%+21.8%0.636%
2/2/2022Riggs Asset Managment Co. Inc.34,941$3.85M1.0%+662.9%0.406%
1/31/2022Cookson Peirce & Co. Inc.3,838$423K0.0%-5.5%0.044%
1/25/2022Q3 Asset Management8,171$900K0.4%-85.9%0.091%
1/21/2022Well Done LLC18,937$2.09M0.4%+15.6%0.212%
1/19/2022AdvisorNet Financial Inc1,124$124K0.0%+57.4%0.013%
1/18/2022Accel Wealth Management752$83K0.0%N/A0.008%
1/18/2022MinichMacGregor Wealth Management LLC56,456$6.22M1.9%+2.5%0.631%
1/18/2022Kovack Advisors Inc.1,911$211K0.0%-44.2%0.021%
(Data available from 1/1/2016 forward)

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IAI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAI shares?

During the previous two years, 29 institutional investors and hedge funds held shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF. The most heavily invested institutionals were Assetmark Inc. ($115.92M), Janney Montgomery Scott LLC ($110.30M), Fisher Asset Management LLC ($107.49M), WestEnd Advisors LLC ($102.03M), Ameriprise Financial Inc. ($15.18M), JPMorgan Chase & Co. ($2.87M), and Transcend Capital Advisors LLC ($1.55M).Learn more on IAI's institutional investors.

Which institutional investors have been buying iShares U.S. Broker-Dealers & Securities Exchanges ETF stock?

Of the 23 institutional investors that purchased iShares U.S. Broker-Dealers & Securities Exchanges ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($883.68K), Janney Montgomery Scott LLC ($821.55K), WestEnd Advisors LLC ($785.42K), Ameriprise Financial Inc. ($79.52K), Q3 Asset Management ($18.06K), Flow Traders U.S. LLC ($12.97K), and Transcend Capital Advisors LLC ($12.17K).

How much institutional buying is happening at iShares U.S. Broker-Dealers & Securities Exchanges ETF?

Institutional investors have bought a total of 2,652,232 shares in the last 24 months. This purchase volume represents approximately $299.45M in transactions.

Which iShares U.S. Broker-Dealers & Securities Exchanges ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold iShares U.S. Broker-Dealers & Securities Exchanges ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($180.21K), Fisher Asset Management LLC ($102.41K), WestEnd Advisors LLC ($77.40K), Janney Montgomery Scott LLC ($56.13K), Ayalon Insurance Comp Ltd. ($12.50K), CX Institutional ($4.81K), and Cambridge Investment Research Advisors Inc. ($1.82K).

How much institutional selling is happening at iShares U.S. Broker-Dealers & Securities Exchanges ETF?

Institutional investors have sold a total of 439,089 shares in the last 24 months. This volume of shares sold represents approximately $50.50M in transactions.


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This page (NYSEARCA:IAI) was last updated on 4/4/2025 by MarketBeat.com Staff
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