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iShares US Insurance ETF
IAK

Overview Fund Activity

70 hedge funds and large institutions have $204M invested in iShares US Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 12 closing their positions.

Holders
70
Holders Change
+16
Holders Change %
+29.63%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
30
Reduced
5
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.1M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
Wells Fargo
3
Wells Fargo
California
$14.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$9M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$9.18M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$524K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
WEG
5
World Equity Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$1.2M 14,474 +14,474 New
FTUS
27
Flow Traders U.S.
New York
$1.03M 12,430 +12,430 New
AI
28
Atria Investments
North Carolina
$1.01M 12,215 +12,215 New
MIAN
29
Mariner Independent Advisor Network
Kansas
$923K 11,005 +11,005 New
SAF
30
Smith Anglin Financial
Texas
$837K 10,086 +140 +1%
CAGAS
31
Capital Advisory Group Advisory Services
Minnesota
$744K 8,790 -302 -3%
Citadel Advisors
32
Citadel Advisors
Florida
$737K 8,888 +8,888 New
IA
33
IFG Advisory
Georgia
$678K 8,181 +8,181 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$636K 7,655 +1,268 +20%
CPA
35
Cardiff Park Advisors
California
$622K 7,500 +7,500 New
EFS
36
Essex Financial Services
Connecticut
$620K 7,478 +3,418 +84%
EH
37
Equitable Holdings
New York
$599K 7,220 +2,220 +44%
Truist Financial
38
Truist Financial
North Carolina
$579K 6,974 +6,974 New
GCA
39
Genesee Capital Advisors
New York
$564K 6,792 +6,792 New
SCA
40
Southern Capital Advisors
Tennessee
$547K 6,593 +827 +14%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$524K 6,313 -25,465 -80%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$503K 6,063 +2,847 +89%
LG
43
Leuthold Group
Minnesota
$480K 5,781 +1,532 +36%
WP
44
WealthSource Partners
California
$469K 5,650 +200 +4%
RPCONE
45
Retirement Planning Company of New England
Rhode Island
$425K 5,130 -28 -0.5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$394K 4,753 +4,753 New
FHA
47
First Horizon Advisors
Tennessee
$389K 4,699 +67 +1%
SPIA
48
Steward Partners Investment Advisory
New York
$285K 3,433 +1,623 +90%
AAS
49
Avantax Advisory Services
Texas
$252K 3,035 +772 +34%
TPSF
50
Texas Permanent School Fund
Texas
$243K 2,924 +2,924 New
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