Who Owns IAI?
iShares U.S. Broker-Dealers & Securities Exchanges ETF — Institutional Ownership & 13F Holdings
$176.48
+1.85 (+1.06%)
Market Cap
$1.7B
Shares Outstanding
8,703,376
Institutional Holders
174
Total Inst. Value
$787.8M
% of Float Held
—
QoQ Holder Change
+114
Institutional data as of Q1 2025
New Positions
52
Closed Positions
31
Increased
40
Decreased
59
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $142.6M | 1,018 |
| 2 | Fisher Asset Management, LLC | $99.5M | 710,200 |
| 3 | Harel Insurance Investments & Financial Services Ltd.New | $89.7M | 640,000 |
| 4 | MORGAN STANLEY | $65.9M | 470,271 |
| 5 | AFFINITY WEALTH MANAGEMENT LLCNew | $28.9M | 206,352 |
| 6 | BANK OF AMERICA CORP /DE/ | $24.9M | 177,926 |
| 7 | SPC Financial, Inc. | $23.8M | 169,714 |
| 8 | WELLS FARGO & COMPANY/MN | $23.2M | 165,521 |
| 9 | AMERIPRISE FINANCIAL INC | $22.7M | 161,980 |
| 10 | MML INVESTORS SERVICES, LLC | $20.9M | 149,312 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Harel Insurance Investments & Financial Services Ltd.New | +640K | $89.7M |
| MORGAN STANLEY | +85K | $65.9M |
| AFFINITY WEALTH MANAGEMENT LLCNew | +206K | $28.9M |
| SPC Financial, Inc. | +31 | $23.8M |
| WELLS FARGO & COMPANY/MN | +49K | $23.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -1.1M | $18K |
| BANK OF AMERICA CORP /DE/ | -958K | $24.9M |
| RAYMOND JAMES FINANCIAL INC | -770K | $14.2M |
| TRUIST FINANCIAL CORP | -708K | $2.0M |
| WestEnd Advisors, LLC | -703K | $729K |
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Frequently Asked Questions
How many institutional investors hold IAI?
As of Q1 2025, 174 institutional investors report holding IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) in their 13F filings.
Which hedge fund owns the most IAI?
The largest institutional holder of IAI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $142.6M in shares.
Are institutions buying or selling IAI?
This quarter, 52 institutions opened new positions in IAI and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.