IAIISHARES US BRKR DEALR EXCHNG

COM · CUSIP 464288794

Smart Money Ownership

Of the 4 tracked institutions holding IAI, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.5pt. It's a gauge of who owns the name, not just how many.

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 →

IAI (ISHARES US BRKR DEALR EXCHNG) Institutional Ownership Summary

Among the 4 tracked institutional investors we monitor, IAI (ISHARES US BRKR DEALR EXCHNG) is held with a combined value of $102.87M across 626,553 shares. The largest holder is Fisher Asset Management, LLC with a position worth $100.88M (0.03% of their portfolio). 2 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$102.87M

Total Shares Held

626,553

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLC+122% shares~$664.2K

Biggest Sellers

Fisher Asset Management, LLC−3% shares~$3.4M BlackRock, Inc.−1% shares~$475.676

13F Institutional Holders

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Fisher Asset Management, LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	Fisher Asset Management, LLC	$100.88M	614,447	0.03%	-3.3%
2	CITADEL ADVISORS LLC	$1.21M	7,367	0.00%	+121.8%
3	FMR LLC	$710.63K	4,328	0.00%	+0.0%
4	BlackRock, Inc.	$67.48K	411	0.00%	-0.7%

Congress Trading

1 member · 1 disclosed trade in IAI

Member	Type	Amount	Date
John F Reed	Sell	$1,001 - $15,000	Dec 14, 2016

Frequently Asked Questions

Which institutional investors own the most IAI stock?

As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of IAI with a position worth $100.88M, representing 0.03% of their portfolio. In total, 4 institutional investors hold IAI with a combined value of $102.87M.

What percentage of IAI is owned by institutional investors?

Institutional investors hold $102.87M worth of IAI stock across 4 positions. The largest institutional holder is Fisher Asset Management, LLC with $100.88M in holdings.

What is a 13F filing and why does it matter for IAI?

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.

Track IAI institutional moves

Get notified when hedge funds change their IAI positions.