iShares US Broker-Dealers & Securities Exchanges ETF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
280% more call options, than puts
Call options by funds: $3.83M | Put options by funds: $1.01M
179% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 19
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
20% more funds holding
Funds holding: 150 [Q3] → 180 (+30) [Q4]
19% more capital invested
Capital invested by funds: $1.16B [Q3] → $1.38B (+$223M) [Q4]
8.81% less ownership
Funds ownership: 85.59% [Q3] → 76.78% (-8.81%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 55
Research analyst outlook
We haven’t received any recent analyst ratings for IAI.
Financial journalist opinion
Based on 3 articles about IAI published over the past 30 days
Positive
Zacks Investment Research
5 days ago
3 Best Sector ETFs of Last Week
Wall Street logged the best week since 2023 despite tariff turmoil and wild market swings. Technology, industrials and financials sectors topped the chart.
Positive
Seeking Alpha
1 week ago
IAI: Would Have Liked More Equity Brokerage Exposure
The iShares U.S. Broker-Dealers & Securities Exchanges ETF is not ideal for the current market, given its exposure to investment banking and capital markets. Volatility benefits equity brokers, but IAI's top holdings include companies not profiting fully from current market conditions. The ETF's 0.4% expense ratio is unjustified given the liquidity and accessibility of its top holdings, making selective stock picks more appealing.
Neutral
Zacks Investment Research
3 weeks ago
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was launched on 05/01/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.
Negative
Seeking Alpha
2 months ago
IAI: Time To Shift Financial Exposures
The iShares U.S. Broker-Dealers & Securities Exchanges ETF is exposed to businesses indexed to primary and secondary market activity in debt and equity. Rising rates could negatively impact fixed-income brokerage and fixed-income primary markets. It's not great for AM, either. Even equity capital markets underwriting could suffer, as IPO markets are still pretty weak and would not appreciate re-inflation and rate hikes if that were to come.
Positive
Zacks Investment Research
2 months ago
ETFs to Play Upbeat Bank Earnings
Last week witnessed the releases of most big bank earnings of this season. Results were upbeat.
Neutral
Zacks Investment Research
2 months ago
Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?
The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was launched on 05/01/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.
Positive
Market Watch
3 months ago
Why these ETF bets in stocks and bonds may pay off in 2025, according to BlackRock
Heading into 2025, ETF investors appeared enthusiastic about prospects for the U.S. bull market to keep running.
Negative
Seeking Alpha
4 months ago
7 Stocks I'm Buying In Defiance Of Post-Election Euphoria
Some stock sectors exhibit dangerous euphoria, reminiscent of Icarus flying too close to the sun, risking a significant correction. Post-election optimism has inflated valuations in midstream energy, regional banks, investment banks, and insurance companies, raising concerns about sustainability. The threat of mass deportations could impact agricultural REITs like Gladstone Land, affecting labor supply and lease structures.
Neutral
Business Wire
4 months ago
IAI North America Selects Three Startups for the Second Cohort of Their IAI CATALYST Accelerator Program
HERNDON, Va.--(BUSINESS WIRE)--IAI North America, a U.S. subsidiary of Israel Aerospace Industries, has selected the next three startup companies for the second cohort of its IAI CATALYST program, powered by Starburst: Dalus, Lola Vision Systems, and Nefeli Air. Operating out of IAI North America's Innovation Center in Herndon, VA, IAI CATALYST initiated by IAI CTO's office, is an accelerator program designed to help startups further develop their technology and gain success in the U.S. market.
Negative
Seeking Alpha
4 months ago
IAI: Cashing-In A 20% Short-Term Return Amid Worries About Rates And Economic Uncertainty (Downgrade)
I recommended IAI in July, despite an expensive valuation, given expected tailwinds for investment banks, brokers, and exchange operators. While the ETF continues to be dominated by strong and stable companies, the forward prospects now look uncertain. After a 20% increase in market value since the summer, it's time to downgrade my expectations for IAI.
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