ISHARES U.S. BROKER-DEALERS (IAI) Institutional Ownership Changes & 13F Activity

ISHARES U.S. BROKER-DEALERS (IAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Two Sigma Investments, Lp, Bank Of America Corp, Gts Securities Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-524-2.2%23,348$4.09MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+28,022+380.4%35,389$6.20MQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-4,046-50.3%3,998$701.04KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-233-9.9%2,120$371.70KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+10,503+12.7%93,476$16.39MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+1,190—1,190$208.59KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-611-32.8%1,254$220.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+93,144—93,144$16.34MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-44,900-15.4%247,200$43.34MQ2 2026Aug 14, 2026
Bank Of America CorpSell-42,632-25.6%124,159$21.77MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+29,682+1049.6%32,510$5.70MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+21,949+20.8%127,703$22.40MQ2 2026Aug 14, 2026
Prostatis Group LlcBuy+10,732+32.6%43,658$7.65MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+8,507+162.0%13,758$2.41MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+8,100+52.5%23,536$4.13MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+7,943+3.5%238,156$41.76MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-7,287-54.6%6,047$1.06MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,766+116.0%10,737$1.88MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,145+4.6%94,678$16.60MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+2,576+73.4%6,086$1.07MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,477-5.2%45,540$7.98MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+2,102—2,102$368.54KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,812+11.4%17,709$3.11MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+1,253—1,253$219.69KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+707—707$123.96KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+440—440$77.15KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-99-1.8%5,540$971.00KQ2 2026Aug 14, 2026
&PartnersSell-89-1.0%8,436$1.48MQ2 2026Aug 14, 2026
Nfsg CorpBuy+80+80.0%180$31.56KQ2 2026Aug 14, 2026
Lazard Asset Management LlcBuy+71—71$12.42KQ2 2026Aug 14, 2026
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Frequently asked questions about IAI activity

  • Which institutional owners are buying IAI?

    Institutional owners buying IAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IAI activity?

    "Buy" means an investor increased their reported position in IAI compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. BROKER-DEALERS (IAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IAI increasing?

    Institutional interest in IAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.