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iShares US Insurance ETF
IAK

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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

37% more capital invested

Capital invested by funds: $238M → $327M (+$88.7M)

23% more funds holding

Funds holding: 81 → 100 (+19)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

6.55% more ownership

Funds ownership: 70.32% → 76.87% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
100
Holders Change
+19
Holders Change %
+23.46%
% of All Funds
1.46%
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
9
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$36.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.07M
3
LPL Financial
LPL Financial
California
+$4.75M
4
LDB
Lee, Danner & Bass
Tennessee
+$3.56M
5
FFS
Founders Financial Securities
Maryland
+$3.38M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.97M
2
HCA
Heck Capital Advisors
Wisconsin
-$4.49M
3
AWM
AE Wealth Management
Kansas
-$1.91M
4
TFA
Teamwork Financial Advisors
Texas
-$1.86M
5
ACA
Aptus Capital Advisors
Alabama
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.56M -$261K -2,709 -10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.32M -$849K -8,822 -28%
SAM
28
SP Asset Management
California
$2M +$15.7K +163 +0.8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.96M +$406K +4,213 +27%
EH
30
Equitable Holdings
New York
$1.87M +$566K +5,881 +46%
SFPG
31
Stonebridge Financial Planning Group
Florida
$1.67M -$848K -8,805 -35%
PWA
32
Primoris Wealth Advisors
Florida
$1.57M +$1.51M +15,700 New
HBT
33
Hills Bank & Trust
Iowa
$1.55M -$13.4K -139 -0.9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.47M +$328K +3,406 +30%
JWCA
35
J.W. Cole Advisors
Florida
$1.32M +$1.27M +13,170 New
RJA
36
Raymond James & Associates
Florida
$1.25M -$282K -2,931 -19%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$1.09M -$39.5K -410 -4%
AI
38
Atria Investments
North Carolina
$1.02M -$363K -3,771 -27%
SAF
39
Smith Anglin Financial
Texas
$1.01M +$1.83K +19 +0.2%
RVM
40
Robinson Value Management
Texas
$966K – – –
AWS
41
Atria Wealth Solutions
New York
$917K +$159K +1,651 +22%
MWA
42
Muirfield Wealth Advisors
North Carolina
$909K +$874K +9,075 New
LG
43
Leuthold Group
Minnesota
$907K +$872K +9,054 New
KF
44
KKM Financial
Illinois
$872K +$839K +8,713 New
CCA
45
Cottonwood Capital Advisors
Utah
$859K +$134K +1,391 +19%
SC
46
Scotia Capital
Ontario, Canada
$711K +$684K +7,105 New
GCA
47
Genesee Capital Advisors
New York
$695K +$9.72K +101 +1%
CFG
48
Citizens Financial Group
Rhode Island
$651K +$626K +6,500 New
PCS
49
Personal CFO Solutions
New Jersey
$610K +$31.5K +327 +6%
SPIA
50
Steward Partners Investment Advisory
New York
$588K -$19.8K -206 -3%
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IAK Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2023, worth a combined $327M — up 37% from $238M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IAK positions and 9 closed out — a net gain of 20 holders — while 33 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.9M. The largest seller was Osaic Holdings, cutting an estimated $4.97M.

  • 100 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2023, up from 81 in Q3 2023.
  • Funds reported $327M of iShares US Insurance ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 29 funds opened new iShares US Insurance ETF positions in Q4 2023 and 9 closed out, a net change of +20 holders.
  • The largest iShares US Insurance ETF buyer in Q4 2023 was Morgan Stanley, an estimated $36.9M added.
  • The largest iShares US Insurance ETF seller in Q4 2023 was Osaic Holdings, an estimated $4.97M sold.

Based on aggregated 13F filings for Q4 2023.