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iShares US Insurance ETF
IAK

Overview Fund Activity

93 hedge funds and large institutions have $318M invested in iShares US Insurance ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
30
Reduced
38
Closed
18
Calls
$283K
Puts
$43K
Net Calls
+$240K
Net Calls Change
+$240K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$61.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.37M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.17M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$59K
3
UBS Group
3
UBS Group
Switzerland
$5.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
LG
26
Leuthold Group
Minnesota
$2.32M 27,063 +2,936 +12%
FEM
27
Fulcrum Equity Management
Texas
$2.29M 26,697 -2,245 -8%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.17M 25,326 +25,326 New
RA
29
RFG Advisory
Alabama
$1.93M 22,540 +1,175 +5%
EH
30
Equitable Holdings
New York
$1.77M 20,668 +4,718 +30%
SAM
31
SP Asset Management
California
$1.7M 19,878 -592 -3%
FTUS
32
Flow Traders U.S.
New York
$1.69M 19,683 +19,683 New
CCG
33
Capital CS Group
California
$1.51M 17,614 -1,330 -7%
BHB
34
Bank Hapoalim BM
Israel
$1.43M 16,660 -970 -6%
LCGC
35
Legacy Capital Group California
California
$1.39M 16,236 +16,236 New
HBT
36
Hills Bank & Trust
Iowa
$1.38M 16,155 -477 -3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.29M 15,006 -318 -2%
AI
38
Atria Investments
North Carolina
$1.26M 14,692 +1,618 +12%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.25M 14,546 +3,559 +32%
RJA
40
Raymond James & Associates
Florida
$1.19M 13,855 -5,206 -27%
Mariner
41
Mariner
Kansas
$1.02M 11,870 +40 +0.3%
SAF
42
Smith Anglin Financial
Texas
$866K 10,115 +7 +0.1%
Vontobel Holding
43
Vontobel Holding
Switzerland
$856K 10,000 -10,000 -50%
TI
44
TTP Investments
California
$829K 9,677 -396 -4%
Truist Financial
45
Truist Financial
North Carolina
$778K 9,088 +596 +7%
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$768K 8,965 +518 +6%
RVM
47
Robinson Value Management
Texas
$662K 7,726 +7,726 New
Marshall Wace
48
Marshall Wace
United Kingdom
$651K 7,600 +7,600 New
EFS
49
Essex Financial Services
Connecticut
$647K 7,554 -1,721 -19%
GCA
50
Genesee Capital Advisors
New York
$640K 7,473 +505 +7%
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