We are live on ! Find out more
IAK icon

iShares US Insurance ETF

71 hedge funds and large institutions have $204M invested in iShares US Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

111% more capital invested

Capital invested by funds: $96.8M → $204M (+$108M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more funds holding

Funds holding: 5471 (+17)

11.07% more ownership

Funds ownership: 57.4%68.47% (+11%)

Holders
71
Holders Change
+17
Holders Change %
+31.48%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
30
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.2M +$1.25M +14,474 New
FTUS
27
Flow Traders U.S.
New York
$1.03M +$1.08M +12,430 New
AI
28
Atria Investments
North Carolina
$1.01M +$1.06M +12,215 New
MIAN
29
Mariner Independent Advisor Network
Kansas
$923K +$952K +11,005 New
SAF
30
Smith Anglin Financial
Texas
$837K +$12.1K +140 +1%
CAGAS
31
Capital Advisory Group Advisory Services
Minnesota
$744K -$26.1K -302 -3%
Citadel Advisors
32
Citadel Advisors
Florida
$737K +$769K +8,888 New
IA
33
IFG Advisory
Georgia
$678K +$708K +8,181 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$636K +$110K +1,268 +20%
CPA
35
Cardiff Park Advisors
California
$622K +$649K +7,500 New
EFS
36
Essex Financial Services
Connecticut
$620K +$296K +3,418 +84%
EH
37
Equitable Holdings
New York
$599K +$192K +2,220 +44%
Truist Financial
38
Truist Financial
North Carolina
$579K +$603K +6,974 New
GCA
39
Genesee Capital Advisors
New York
$564K +$588K +6,792 New
SCA
40
Southern Capital Advisors
Tennessee
$547K +$71.6K +827 +14%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$524K -$2.2M -25,465 -80%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$503K +$246K +2,847 +89%
LG
43
Leuthold Group
Minnesota
$480K +$133K +1,532 +36%
WP
44
WealthSource Partners
California
$469K +$17.3K +200 +4%
RPCONE
45
Retirement Planning Company of New England
Rhode Island
$425K -$2.42K -28 -0.5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$394K +$411K +4,753 New
FHA
47
First Horizon Advisors
Tennessee
$389K +$5.8K +67 +1%
SPIA
48
Steward Partners Investment Advisory
New York
$285K +$140K +1,623 +90%
AAS
49
Avantax Advisory Services
Texas
$252K +$66.8K +772 +34%
TPSF
50
Texas Permanent School Fund
Texas
$243K +$253K +2,924 New