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IAI · Insider trading · 13F holders · Congress trades

iShares US Broker-Dealers & Secs Exchs (IAI)

Who is buying and selling IAI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
21
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
1

IAI at a glance

  • No open-market insider purchases or sales of IAI were filed in the last 90 days.
  • 21 13F filers hold IAI among their 50 largest positions, worth $195.9M combined. The biggest bets by portfolio weight are SFI Advisors, LLC (3.4%), Cottonwood Capital Advisors, LLC (2.7%) and MinichMacGregor Wealth Management, LLC (2.1%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
  • Members of Congress have disclosed 1 IAI trade since 2016, 0 purchases and 1 sale in the past year; the latest was Jack Reed (D-RI), selling $1K–15K on Dec 14, 2016.
  • IAI last closed at $178.29 on Oct 30, 2026.

IAI insider trading

No open-market insider purchases or sales of IAI were filed in the last 90 days.

Who owns IAI? Hedge funds and superinvestors

21 13F filers hold IAI among their 50 largest positions, worth $195.9M combined. The biggest bets by portfolio weight are SFI Advisors, LLC (3.4%), Cottonwood Capital Advisors, LLC (2.7%) and MinichMacGregor Wealth Management, LLC (2.1%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.

13F filers holding IAI
Manager% of portfolioValueSharesLast quarter13F
Meitav Investment House LtdInvestment manager0.6%$87.1M494,681+12.5% sharesQ3 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDInvestment manager0.9%$22.8M130,297—Q2 2026
MinichMacGregor Wealth Management, LLCWealth manager2.1%$13.3M75,433-0.4% sharesQ3 2026
WESPAC Advisors SoCal, LLCWealth manager1.8%$10.1M57,067-1.9% sharesQ3 2026
Well Done, LLCWealth manager1.2%$8.7M49,353-6.6% sharesQ3 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDInvestment manager1.1%$8.6M49,207—Q2 2026
Prostatis Group LLCWealth manager1.8%$7.7M43,658+32.6% sharesQ2 2026
McGuire Investment Group, LLCWealth manager0.5%$5.4M30,783-0.2% sharesQ3 2026
Cottonwood Capital Advisors, LLCWealth manager2.7%$4.5M25,688+9.2% sharesQ3 2026
Cadent Capital Advisors, LLCWealth manager0.9%$4.0M22,975-39.3% sharesQ3 2026
SFI Advisors, LLCWealth manager3.4%$3.9M22,270-1.3% sharesQ2 2026
1 North Wealth Services LLCWealth manager1.1%$3.4M19,538+5.4% sharesQ2 2026
Game Plan Financial Advisors, LLCWealth manager1.3%$3.3M13,468—Q2 2026
Tudor Financial Inc.Wealth manager1.4%$3.2M18,208-3.3% sharesQ2 2026
Valicenti Advisory Services IncWealth manager0.6%$3.0M17,178+13.2% sharesQ3 2026
Heritage Oak Wealth Advisors LLCWealth manager0.9%$2.9M16,284+4.6% sharesQ3 2026
Rhodes Investment Advisors Inc /advWealth manager0.8%$1.2M6,713+6.0% sharesQ3 2026
Muirfield Wealth Advisors LLCWealth manager0.7%$1.1M6,053+6.8% sharesQ2 2026
Schuylkill Financial LLCWealth manager0.9%$903K5,128+3.0% sharesQ3 2026
Southern Capital Advisors, LLCWealth manager0.3%$671K3,808-2.7% sharesQ3 2026
Agur Provident & Training Funds Management LtdAsset manager0.4%$81K49,200NewQ2 2026

Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 9). Screen IAI in the grand portfolio →

IAI stock trades by members of Congress

Members of Congress have disclosed 1 IAI trade since 2016, 0 purchases and 1 sale in the past year; the latest was Jack Reed (D-RI), selling $1K–15K on Dec 14, 2016.

Congress trades in IAI
FiledMemberTradeAmountTradedSince
Dec 15, 2016Jack ReedD-RI · SenateSale$1K–15KDec 14, 2016+253.5%

Jack Reed.

IAI questions and answers

Are insiders buying IAI stock?

No open-market insider purchases or sales of IAI were filed in the last 90 days.

Which hedge funds own IAI?

21 13F filers hold IAI among their 50 largest positions, worth $195.9M combined. The biggest bets by portfolio weight are SFI Advisors, LLC (3.4%), Cottonwood Capital Advisors, LLC (2.7%) and MinichMacGregor Wealth Management, LLC (2.1%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.

Has Congress traded IAI?

Members of Congress have disclosed 1 IAI trade since 2016, 0 purchases and 1 sale in the past year; the latest was Jack Reed (D-RI), selling $1K–15K on Dec 14, 2016.

Who is the largest holder of IAI?

Among 13F filers, Meitav Investment House Ltd reports the largest IAI position, $87.1M (494,681 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is SFI Advisors, LLC's: 3.4% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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