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Of the 6 tracked institutions holding IAI, 4 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +4.5pt. It's a gauge of who owns the name, not just how many.
Among the 6 tracked institutional investors we monitor, IAI (ISHARES US BRKR DEALR EXCHNG) is held with a combined value of $111.66M across 636,862 shares. The largest holder is Fisher Asset Management, LLC with a position worth $104.27M (0.03% of their portfolio). 2 funds opened new positions in the most recent quarter. 1 fund increased its holdings. 2 funds reduced their position.
Total Institutional Value
$111.66M
Total Shares Held
636,862
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $104.27M | 0.03% | -3.2% |
| 2 | CITADEL ADVISORS LLC | $6.20M | 0.00% | +380.4% |
| 3 | FMR LLC | $712.65K | 0.00% | -6.1% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $403.26K | 0.00% | New |
| 5 | BlackRock, Inc. | $72.13K | 0.00% | - |
| 6 | ARK Investment Management LLC | $424 | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| John F Reed | Sell | Dec 14, 2016 |
As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of IAI with a position worth $104.27M, representing 0.03% of their portfolio. In total, 6 institutional investors hold IAI with a combined value of $111.66M.
In the most recent quarter, 2 funds opened a new position in IAI. Additionally, 1 increased their holdings and 2 reduced their positions.
Institutional investors hold $111.66M worth of IAI stock across 6 positions. The largest institutional holder is Fisher Asset Management, LLC with $104.27M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IAI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IAI positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$175.86
2026-10-16
YTD
-2.3%
46% of 52-week range
