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iShares US Insurance ETF
IAK

Overview Fund Activity

112 hedge funds and large institutions have $442M invested in iShares US Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
41
Reduced
34
Closed
12
Calls
$368K
Puts
$164K
Net Calls
+$204K
Net Calls Change
+$203K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$72.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.5M
3
LPL Financial
3
LPL Financial
California
$18.5M
4
FGA
4
Fortis Group Advisors
New Jersey
$6.54M
5
Wells Fargo
5
Wells Fargo
California
$25.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.3M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.7M
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Chicago Wealth Management
Illinois
$3.68M 31,308 -79 -0.3%
Citadel Advisors
27
Citadel Advisors
Florida
$3.39M 28,861 +25,579 +779%
Mariner
28
Mariner
Kansas
$3.09M 26,290 -8,312 -24%
EH
29
Equitable Holdings
New York
$3.02M 25,733 +7,063 +38%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.76M 23,475 +3,864 +20%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.55M 21,684 -1,493 -6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.45M 20,910 -4,695 -18%
RJA
33
Raymond James & Associates
Florida
$2.39M 20,324 +7,816 +62%
SAM
34
SP Asset Management
California
$2.35M 20,016 +28 +0.1%
PWA
35
Primoris Wealth Advisors
Florida
$2.26M 19,265 +3,565 +23%
LG
36
Leuthold Group
Minnesota
$1.99M 16,968 +7,914 +87%
SFPG
37
Stonebridge Financial Planning Group
Florida
$1.83M 15,609 -1,084 -6%
TC
38
TAP Consulting
Missouri
$1.81M 15,390 +15,390 New
HBT
39
Hills Bank & Trust
Iowa
$1.8M 15,293 -145 -0.9%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.65M 14,093 +10,086 +252%
JWCA
41
J.W. Cole Advisors
Florida
$1.58M 13,498 +328 +2%
PAG
42
Private Advisor Group
New Jersey
$1.49M 12,712 +7,165 +129%
SAF
43
Smith Anglin Financial
Texas
$1.28M 10,913 +834 +8%
GWM
44
Geneos Wealth Management
Colorado
$1.27M 10,823 +9,889 +1,059%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$1.26M 10,756 -134 -1%
CCA
46
Cottonwood Capital Advisors
Utah
$1.18M 10,703 +2,124 +25%
RVM
47
Robinson Value Management
Texas
$1.12M 9,560 -86 -0.9%
KF
48
KKM Financial
Illinois
$1.02M 8,713 – –
PA
49
PFG Advisors
Arizona
$994K 8,463 +3,026 +56%
SC
50
Scotia Capital
Ontario, Canada
$961K 8,185 +1,080 +15%
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