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iShares US Insurance ETF

76 hedge funds and large institutions have $219M invested in iShares US Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 12

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $204M → $219M (+$15M)

7% more funds holding

Funds holding: 7176 (+5)

2.71% more ownership

Funds ownership: 68.47%71.18% (+2.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
43
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.39M +$1.27M +15,299 +663%
SMG
27
Spectrum Management Group
Indiana
$1.33M +$35.9K +431 +3%
HBT
28
Hills Bank & Trust
Iowa
$1.32M -$23.3K -280 -2%
LG
29
Leuthold Group
Minnesota
$1.26M +$849K +10,196 +176%
NA
30
NewEdge Advisors
Louisiana
$1.25M +$116K +1,389 +10%
RJA
31
Raymond James & Associates
Florida
$1.22M -$8.08K -97 -0.6%
Citadel Advisors
32
Citadel Advisors
Florida
$1.12M +$441K +5,298 +60%
AI
33
Atria Investments
North Carolina
$1.12M +$158K +1,891 +15%
Goldman Sachs
34
Goldman Sachs
New York
$1.11M +$1.17M +14,051 New
AWM
35
AE Wealth Management
Kansas
$894K +$941K +11,299 New
FMP
36
Financial Management Professionals
Texas
$865K -$1.71M -20,489 -65%
TFA
37
Teamwork Financial Advisors
Texas
$861K +$907K +10,887 New
MIAN
38
Mariner Independent Advisor Network
Kansas
$859K -$12.1K -145 -1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$843K +$250K +3,003 +39%
SAF
40
Smith Anglin Financial
Texas
$799K +$916 +11 +0.1%
IA
41
IFG Advisory
Georgia
$770K +$131K +1,567 +19%
SCA
42
Southern Capital Advisors
Tennessee
$683K +$170K +2,038 +31%
EFS
43
Essex Financial Services
Connecticut
$659K +$71K +852 +11%
EH
44
Equitable Holdings
New York
$636K +$68.3K +820 +11%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$628K -$71K -852 -10%
Truist Financial
46
Truist Financial
North Carolina
$593K +$43.7K +524 +8%
AAS
47
Avantax Advisory Services
Texas
$581K +$359K +4,308 +142%
GCA
48
Genesee Capital Advisors
New York
$543K +$6.5K +78 +1%
CPA
49
Cardiff Park Advisors
California
$514K -$83.3K -1,000 -13%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$510K +$31.6K +379 +6%