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iShares US Insurance ETF
IAK

Overview Fund Activity

80 hedge funds and large institutions have $238M invested in iShares US Insurance ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19.7M
2
HCA
2
Heck Capital Advisors
Wisconsin
$4.49M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$19.6M
4
FP
4
Fiduciary Planning
Florida
$1.06M
5
ACA
5
Aptus Capital Advisors
Alabama
$1.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.53M
3
Jane Street
3
Jane Street
New York
$0
4
WWM
4
WT Wealth Management
Arizona
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.66M 18,077 -30,302 -63%
HBT
27
Hills Bank & Trust
Iowa
$1.43M 15,577 -128 -0.8%
RJA
28
Raymond James & Associates
Florida
$1.41M 15,439 -475 -3%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.41M 15,398 +1,484 +11%
AI
30
Atria Investments
North Carolina
$1.28M 13,932 -734 -5%
EH
31
Equitable Holdings
New York
$1.17M 12,789 -2,172 -15%
FP
32
Fiduciary Planning
Florida
$1.06M 11,568 +11,568 New
ACA
33
Aptus Capital Advisors
Alabama
$1.04M 11,332 +11,332 New
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$1.04M 11,300 -478 -4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.03M 11,240 -3,352 -23%
SAF
36
Smith Anglin Financial
Texas
$922K 10,060 – –
RVM
37
Robinson Value Management
Texas
$884K 9,646 +697 +8%
AWS
38
Atria Wealth Solutions
New York
$692K 7,510 +7,510 New
Citadel Advisors
39
Citadel Advisors
Florida
$681K 7,434 -4,746 -39%
CCA
40
Cottonwood Capital Advisors
Utah
$659K 7,188 +2,339 +48%
GCA
41
Genesee Capital Advisors
New York
$627K 6,842 -799 -10%
DC
42
Davenport & Co
Virginia
$583K 6,363 +20 +0.3%
IA
43
IFG Advisory
Georgia
$567K 6,191 +6,191 New
SPIA
44
Steward Partners Investment Advisory
New York
$557K 6,074 – –
AR
45
Apeiron RIA
Texas
$545K 5,946 – –
PCS
46
Personal CFO Solutions
New Jersey
$528K 5,764 -86 -1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$500K 5,460 -14,124 -72%
PA
48
PFG Advisors
Arizona
$498K 5,433 -73 -1%
BHB
49
Bank Hapoalim BM
Israel
$381K 4,157 -9,493 -70%
SI
50
Stephens Inc
Arkansas
$377K 4,109 – –
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