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iShares US Insurance ETF
IAK

Overview Fund Activity

54 hedge funds and large institutions have $96.8M invested in iShares US Insurance ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+19
Holders Change %
+54.29%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
22
Increased
16
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30M
2
EF
2
Empowered Funds
Pennsylvania
$12.8M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$9.66M
4
LPL Financial
4
LPL Financial
California
$4.02M
5
Jane Street
5
Jane Street
New York
$2.69M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.69M
2
TRCT
2
Tower Research Capital (TRC)
New York
$338K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
MC
4
Martin & Co
Tennessee
$3.65M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$425K 4,656 +4,656 New
FHA
27
First Horizon Advisors
Tennessee
$422K 4,632 -90 -2%
Stifel Financial
28
Stifel Financial
Missouri
$401K 4,384 +4,384 New
LG
29
Leuthold Group
Minnesota
$388K 4,249 +4,249 New
EFS
30
Essex Financial Services
Connecticut
$370K 4,060 +4,060 New
TRCT
31
Tower Research Capital (TRC)
New York
$338K 3,709 -5,641 -60%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$293K 3,216 +191 +6%
WMS
33
Wealth Management Solutions
Pennsylvania
$254K 2,786 -592 -18%
BBHC
34
Brown Brothers Harriman & Co
New York
$252K 2,762 – –
AAS
35
Ameritas Advisory Services
Nebraska
$236K 2,583 +126 +5%
WI
36
Wintrust Investments
Illinois
$223K 2,450 -800 -25%
AAS
37
Avantax Advisory Services
Texas
$208K 2,263 +2,263 New
RJA
38
Raymond James & Associates
Florida
$206K 2,262 +2,262 New
SPIA
39
Steward Partners Investment Advisory
New York
$165K 1,810 +72 +4%
US Bancorp
40
US Bancorp
Minnesota
$164K 1,800 – –
GTAM
41
Global Trust Asset Management
Florida
$146K 1,602 +1,602 New
IA
42
IFP Advisors
Florida
$131K 2,050 +2,050 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$103K 1,139 +1 +0.1%
MA
44
Montag & Associates
Georgia
$39K 431 +2 +0.5%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$23K 251 – –
GWM
46
Geneos Wealth Management
Colorado
$18K 200 – –
SWM
47
Spire Wealth Management
Virginia
$11K 125 +125 New
MCC
48
Money Concepts Capital
Florida
$9K 100 +100 New
AIC
49
Archer Investment Corporation
Indiana
$5.41K 59 +59 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$4K 49 – –
1
2
3