iShares U.S. Broker | IAI

iShares U.S. Broker Profile

  • Sector: Miscellaneous
  • Industry: Investment Trusts/Mutual Funds
  • Employees: N/A

IAI delivers a tight focus on one subset of the financial industry, only capturing US broker-dealers while excluding other sectors like banks and other financial institutions. The fund bypasses investment management firms as it focuses squarely on broker-dealers and trading firms. While its selection universe is smaller than our benchmark, the fund avoids fancy methodology and simply weights the portfolio by market-cap. A concentrated fund to begin with well over half of IAI's assets are held in its top holdings. The fund uses a sampling method and caps each company to 22.5%, while the aggregate weight of companies with greater than 4.5% are capped at 45% of the funds value. The fund undergoes quarterly rebalancing.

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