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IAI · iShares U.S. Broker-Dealers & Securities Exchanges ETF ETF

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$196.46 -1.60 (-0.81%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $7,162,569
Total Shares: 89,589

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
98.9%
Sep 2023 → Jun 2026 · range 11.8% – 98.9%
+68.3 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 43.7% – 100.0%
+43.3 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 58.3% – 100.0%
+29.3 pts
HHI
9,776
Sep 2023 → Jun 2026 · range 516 – 9,776
Highly concentrated+8,582

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
171
Unchanged
0
Holder count: -170
Institutional value: -99.3%
Shares held: -98.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
CITADEL ADVISORS LLC +23,322 40,389

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 49,200 $81,166

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Harel Insurance Investments & Financial Services Ltd. 1,810,236 $297,204,546
Fisher Asset Management, LLC 614,447 $100,879,908
MORGAN STANLEY 406,319 $66,709,451
TWO SIGMA INVESTMENTS, LP 292,100 $47,956,978
WELLS FARGO & COMPANY/MN 230,213 $37,796,369
Filter: New 1 Increased 1 Reduced 0 Sold out 171 Unchanged 0
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC IAI $6,204,753 86.63% 35,389
CITADEL ADVISORS LLC IAI $596,122 8.32% 3,400
CITADEL ADVISORS LLC IAI $280,528 3.92% 1,600
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD IAI $81,166 1.13% 49,200