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iShares US Insurance ETF
IAK

96 hedge funds and large institutions have $389M invested in iShares US Insurance ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

77% more capital invested

Capital invested by funds: $219M → $389M (+$169M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more funds holding

Funds holding: 76 → 96 (+20)

2.01% less ownership

Funds ownership: 71.18% → 69.16% (-2%)

Holders
96
Holders Change
+20
Holders Change %
+26.32%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
42
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.8M
3
MCM
Mainstay Capital Management
Michigan
+$21.1M
4
Morgan Stanley
Morgan Stanley
New York
+$7.95M
5
LPL Financial
LPL Financial
California
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.17M
2
IIA
Integral Investment Advisors
California
-$2.05M
3
FTUS
Flow Traders U.S.
New York
-$2M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$2.65M +$2.58M +28,942 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.57M +$607K +6,807 +32%
LG
28
Leuthold Group
Minnesota
$2.21M +$727K +8,150 +51%
RA
29
RFG Advisory
Alabama
$1.97M +$1.91M +21,365 New
SAM
30
SP Asset Management
California
$1.87M +$9.19K +103 +0.5%
Vontobel Holding
31
Vontobel Holding
Switzerland
$1.83M – – –
RJA
32
Raymond James & Associates
Florida
$1.74M +$324K +3,630 +24%
CCG
33
Capital CS Group
California
$1.73M +$65.7K +736 +4%
BHB
34
Bank Hapoalim BM
Israel
$1.61M +$1.57M +17,630 New
AWM
35
AE Wealth Management
Kansas
$1.58M +$536K +6,004 +53%
TFA
36
Teamwork Financial Advisors
Texas
$1.52M +$513K +5,747 +53%
HBT
37
Hills Bank & Trust
Iowa
$1.52M -$6.96K -78 -0.5%
EH
38
Equitable Holdings
New York
$1.46M +$706K +7,910 +98%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.4M +$416K +4,666 +44%
NA
40
NewEdge Advisors
Louisiana
$1.36M +$80.2K +899 +6%
AI
41
Atria Investments
North Carolina
$1.2M -$92.1K -1,032 -7%
SFPG
42
Stonebridge Financial Planning Group
Florida
$1.18M +$862K +9,655 +297%
Mariner
43
Mariner
Kansas
$1.08M +$1.06M +11,830 New
BCM
44
Brookstone Capital Management
Illinois
$1.03M +$975K +10,921 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1M +$406K +4,545 +71%
SAF
46
Smith Anglin Financial
Texas
$924K +$982 +11 +0.1%
TI
47
TTP Investments
California
$921K +$899K +10,073 New
EFS
48
Essex Financial Services
Connecticut
$847K +$84.3K +945 +11%
PCP
49
Proficio Capital Partners
Massachusetts
$814K +$795K +8,908 New
CF
50
Centaurus Financial
California
$808K +$789K +8,842 New
1
2
3 4 5

IAK Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2022, worth a combined $389M — up 77% from $219M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAK positions and 7 closed out — a net gain of 23 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $46M. The largest seller was Royal Bank of Canada, cutting an estimated $2.17M.

  • 96 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $389M of iShares US Insurance ETF stock for Q4 2022, up 77% quarter-over-quarter.
  • 30 funds opened new iShares US Insurance ETF positions in Q4 2022 and 7 closed out, a net change of +23 holders.
  • The largest iShares US Insurance ETF buyer in Q4 2022 was Bank of America, an estimated $46M added.
  • The largest iShares US Insurance ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2022.