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iShares US Insurance ETF
IAK

Overview Fund Activity

44 hedge funds and large institutions have $39.5M invested in iShares US Insurance ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.27M
2
LPL Financial
2
LPL Financial
California
$1.52M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$839K
4
EH
4
Equitable Holdings
New York
$481K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.84M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
CI
2
Clal Insurance
Israel
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$771K
4
MC
4
Martin & Co
Tennessee
$3.75M
5
HIS
5
Harvest Investment Services
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$113K 1,583 -753 -32%
ASN
27
Advisory Services Network
Georgia
$75K 1,057 +1,042 +6,947%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$52K 722 +84 +13%
AWA
29
Arkadios Wealth Advisors
Georgia
$50.9K 675 +675 New
IA
30
IFP Advisors
Florida
$34K 475 – –
CH
31
Canton Hathaway
Rhode Island
$33K 458 +291 +174%
GWM
32
Geneos Wealth Management
Colorado
$28K 400 -300 -43%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$19K 264 – –
BWM
34
BerganKDV Wealth Management
Minnesota
$19K 271 +6 +2%
FHA
35
Flagship Harbor Advisors
Massachusetts
$18K 250 – –
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$17K 232 +232 New
APA
37
American Portfolios Advisors
New York
$15.8K 221 – –
FANJ
38
Financial Architects (New Jersey)
New Jersey
$9K 122 – –
US Bancorp
39
US Bancorp
Minnesota
$7K 100 – –
WFMPM
40
Woodley Farra Manion Portfolio Management
Indiana
$4K 62 +62 New
SPIA
41
Steward Partners Investment Advisory
New York
$2K 32 – –
CFGS
42
Concourse Financial Group Securities
Alabama
$2K 33 +33 New
EWM
43
Endurance Wealth Management
Rhode Island
$1K 11 -1,103 -99%
BCI
44
Brinker Capital Investments
Pennsylvania
– – -61,000 Closed
CI
45
Clal Insurance
Israel
– – -39,000 Closed
HIS
46
Harvest Investment Services
Illinois
– – -2,926 Closed
FAAS
47
First Allied Advisory Services
California
– – -814 Closed
UBS AM
48
UBS AM
Illinois
– – -299 Closed
IFWM
49
Institute for Wealth Management
Colorado
$0 4 +4 New
1
2