IAI

Ishares U.s. Broker-dealers

-$64.0M

Net Activity

Institutions Holding

172

Popularity Rank

#3259

Avg Weight

0.18%

Total Value

$971.6M

Ownership Trend

172 institutions currently hold IAI, with 76 net buyers and 95 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

95

Net Buying Institutions

76

Key Holders

Key Holders

Top 5 by Value

HI
Harel Insurance Investments & Financial Services Ltd.
$297.2M
FA
Fisher Asset Management, LLC
$100.9M
MS
Morgan Stanley
$66.7M
TS
Two Sigma Investments, LP
$48.0M
WF
Wells Fargo & Company/mn
$37.8M

Top 5 by Conviction

SA
SFI Advisors, LLC
3.89%
CC
Cottonwood Capital Advisors, LLC
2.54%
WA
WESPAC Advisors SoCal, LLC
2.08%
HI
Harel Insurance Investments & Financial Services Ltd.
2.02%
MW
MinichMacGregor Wealth Management, LLC
2.02%
View all 172 holding institutions

Quarterly Activity

Recent Activity

+$520.4M

Total Buy Value

$725.4M

Total Sell Value

New buy20
Trim61
Add56
Sold out34

76

Net Buyers

95

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES U.S. BROKER-DEALERS (IAI)?
Major stakeholders currently include Harel Insurance Investments & Financial Services Ltd. ($297.2M), Fisher Asset Management, LLC ($100.9M), Morgan Stanley ($66.7M). Based on the latest 13F filings, there are a total of 172 tracked investment funds and institutions maintaining positions in IAI.
What is the overall institutional sentiment toward IAI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $64.0M, driven by 76 managers accumulating shares while 95 reduced their exposure.
Which institutions have been selling or reducing their IAI positions?
In the latest period, 61 funds trimmed their holdings, and 34 managers completely exited their positions. The aggregate reported sell value was $725.4M.
Are there any notable investors adding IAI to their portfolios?
Yes, buying activity remains notable. 20 institutions opened new positions in {ticker}, and 56 existing holders added to their shares. The total reported buy value for the quarter amounted to $520.4M.

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