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iShares US Insurance ETF
IAK

Overview Fund Activity

100 hedge funds and large institutions have $327M invested in iShares US Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
33
Reduced
30
Closed
8
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.6M
3
LPL Financial
3
LPL Financial
California
$9.6M
4
LDB
4
Lee, Danner & Bass
Tennessee
$4.09M
5
FFS
5
Founders Financial Securities
Maryland
$3.51M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$16.3M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
ACA
5
Aptus Capital Advisors
Alabama
$7.11K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.56M 25,605 -2,709 -10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.32M 23,177 -8,822 -28%
SAM
28
SP Asset Management
California
$2M 19,988 +163 +0.8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.96M 19,611 +4,213 +27%
EH
30
Equitable Holdings
New York
$1.87M 18,670 +5,881 +46%
SFPG
31
Stonebridge Financial Planning Group
Florida
$1.67M 16,693 -8,805 -35%
PWA
32
Primoris Wealth Advisors
Florida
$1.57M 15,700 +15,700 New
HBT
33
Hills Bank & Trust
Iowa
$1.55M 15,438 -139 -0.9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.47M 14,646 +3,406 +30%
JWCA
35
J.W. Cole Advisors
Florida
$1.32M 13,170 +13,170 New
RJA
36
Raymond James & Associates
Florida
$1.25M 12,508 -2,931 -19%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$1.09M 10,890 -410 -4%
AI
38
Atria Investments
North Carolina
$1.02M 10,161 -3,771 -27%
SAF
39
Smith Anglin Financial
Texas
$1.01M 10,079 +19 +0.2%
RVM
40
Robinson Value Management
Texas
$966K 9,646 – –
AWS
41
Atria Wealth Solutions
New York
$917K 9,161 +1,651 +22%
MWA
42
Muirfield Wealth Advisors
North Carolina
$909K 9,075 +9,075 New
LG
43
Leuthold Group
Minnesota
$907K 9,054 +9,054 New
KF
44
KKM Financial
Illinois
$872K 8,713 +8,713 New
CCA
45
Cottonwood Capital Advisors
Utah
$859K 8,579 +1,391 +19%
SC
46
Scotia Capital
Ontario, Canada
$711K 7,105 +7,105 New
GCA
47
Genesee Capital Advisors
New York
$695K 6,943 +101 +1%
CFG
48
Citizens Financial Group
Rhode Island
$651K 6,500 +6,500 New
PCS
49
Personal CFO Solutions
New Jersey
$610K 6,091 +327 +6%
SPIA
50
Steward Partners Investment Advisory
New York
$588K 5,868 -206 -3%
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