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iShares US Insurance ETF
IAK

Overview Fund Activity

75 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, 42 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.3%
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
42
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$21.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$13.5M
5
UBS Group
5
UBS Group
Switzerland
$7.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.6M
2
LAM
2
LFS Asset Management
California
$0
3
FMP
3
Financial Management Professionals
Texas
$865K
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
WP
5
WealthSource Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1.39M 17,606 +15,299 +663%
SMG
27
Spectrum Management Group
Indiana
$1.34M 16,875 +431 +3%
HBT
28
Hills Bank & Trust
Iowa
$1.32M 16,710 -280 -2%
LG
29
Leuthold Group
Minnesota
$1.26M 15,977 +10,196 +176%
NA
30
NewEdge Advisors
Louisiana
$1.26M 15,863 +1,389 +10%
RJA
31
Raymond James & Associates
Florida
$1.22M 15,431 -97 -0.6%
Citadel Advisors
32
Citadel Advisors
Florida
$1.12M 14,186 +5,298 +60%
AI
33
Atria Investments
North Carolina
$1.12M 14,106 +1,891 +15%
Goldman Sachs
34
Goldman Sachs
New York
$1.11M 14,051 +14,051 New
AWM
35
AE Wealth Management
Kansas
$894K 11,299 +11,299 New
FMP
36
Financial Management Professionals
Texas
$865K 10,942 -20,489 -65%
TFA
37
Teamwork Financial Advisors
Texas
$861K 10,887 +10,887 New
MIAN
38
Mariner Independent Advisor Network
Kansas
$859K 10,860 -145 -1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$843K 10,658 +3,003 +39%
SAF
40
Smith Anglin Financial
Texas
$799K 10,097 +11 +0.1%
IA
41
IFG Advisory
Georgia
$770K 9,748 +1,567 +19%
SCA
42
Southern Capital Advisors
Tennessee
$683K 8,631 +2,038 +31%
EFS
43
Essex Financial Services
Connecticut
$659K 8,330 +852 +11%
EH
44
Equitable Holdings
New York
$636K 8,040 +820 +11%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$628K 7,938 -852 -10%
Truist Financial
46
Truist Financial
North Carolina
$593K 7,498 +524 +8%
AAS
47
Avantax Advisory Services
Texas
$581K 7,343 +4,308 +142%
GCA
48
Genesee Capital Advisors
New York
$543K 6,870 +78 +1%
CPA
49
Cardiff Park Advisors
California
$514K 6,500 -1,000 -13%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$510K 6,442 +379 +6%
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