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iShares US Insurance ETF
IAK

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.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

258% more capital invested

Capital invested by funds: $27M → $96.8M (+$69.8M)

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

54% more funds holding

Funds holding: 35 → 54 (+19)

29.07% more ownership

Funds ownership: 28.33% → 57.4% (+29%)

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.3M
2
EF
Empowered Funds
Pennsylvania
+$12.2M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$9.18M
4
LPL Financial
LPL Financial
California
+$2.82M
5
Jane Street
Jane Street
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.41M
2
TRCT
Tower Research Capital (TRC)
New York
-$489K
3
Citadel Advisors
Citadel Advisors
Florida
-$378K
4
MC
Martin & Co
Tennessee
-$295K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$425K +$403K +4,656 New
FHA
27
First Horizon Advisors
Tennessee
$422K -$7.8K -90 -2%
Stifel Financial
28
Stifel Financial
Missouri
$401K +$380K +4,384 New
LG
29
Leuthold Group
Minnesota
$388K +$368K +4,249 New
EFS
30
Essex Financial Services
Connecticut
$370K +$352K +4,060 New
TRCT
31
Tower Research Capital (TRC)
New York
$338K -$489K -5,641 -60%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$293K +$16.5K +191 +6%
WMS
33
Wealth Management Solutions
Pennsylvania
$254K -$51.3K -592 -18%
BBHC
34
Brown Brothers Harriman & Co
New York
$252K – – –
AAS
35
Ameritas Advisory Services
Nebraska
$236K +$10.9K +126 +5%
WI
36
Wintrust Investments
Illinois
$223K -$69.3K -800 -25%
AAS
37
Avantax Advisory Services
Texas
$208K +$196K +2,263 New
RJA
38
Raymond James & Associates
Florida
$206K +$196K +2,262 New
SPIA
39
Steward Partners Investment Advisory
New York
$165K +$6.24K +72 +4%
US Bancorp
40
US Bancorp
Minnesota
$164K – – –
GTAM
41
Global Trust Asset Management
Florida
$146K +$139K +1,602 New
IA
42
IFP Advisors
Florida
$131K +$178K +2,050 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$103K +$87 +1 +0.1%
MA
44
Montag & Associates
Georgia
$39K +$173 +2 +0.5%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$23K – – –
GWM
46
Geneos Wealth Management
Colorado
$18K – – –
SWM
47
Spire Wealth Management
Virginia
$11K +$10.8K +125 New
MCC
48
Money Concepts Capital
Florida
$9K +$8.66K +100 New
AIC
49
Archer Investment Corporation
Indiana
$5.41K +$5.11K +59 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
1
2
3

IAK Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2022, worth a combined $96.8M — up 258% from $27M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAK positions and 3 closed out — a net gain of 19 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was Royal Bank of Canada, cutting an estimated $1.41M.

  • 54 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2022, up from 35 in Q4 2021.
  • Funds reported $96.8M of iShares US Insurance ETF stock for Q1 2022, up 258% quarter-over-quarter.
  • 22 funds opened new iShares US Insurance ETF positions in Q1 2022 and 3 closed out, a net change of +19 holders.
  • The largest iShares US Insurance ETF buyer in Q1 2022 was Morgan Stanley, an estimated $26.3M added.
  • The largest iShares US Insurance ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2022.