IAK icon

iShares US Insurance ETF
IAK

Overview Fund Activity

133 hedge funds and large institutions have $399M invested in iShares US Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
52
Reduced
31
Closed
10
Calls
$34K
Puts
$124K
Net Calls
-$90K
Net Calls Change
-$294K

Top Buyers

1
SWC
1
Spectrum Wealth Counsel
Indiana
$6.07M
2
PAG
2
Private Advisor Group
New Jersey
$5.73M
3
SCP
3
Silverleafe Capital Partners
Tennessee
$3.97M
4
GS
4
GTS Securities
New York
$3.96M
5
LPL Financial
5
LPL Financial
California
$21.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.55M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.46M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.2M
4
LG
4
Leuthold Group
Minnesota
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.77M
Name Market Value Shares Shares
Change 		Shares
Change %
LDB
26
Lee, Danner & Bass
Tennessee
$3.85M 34,048 +34,048 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.77M 33,384 -10,560 -24%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$3.69M 32,661 -1,280 -4%
CWM
29
Chicago Wealth Management
Illinois
$3.63M 32,184 +876 +3%
MC
30
Martin & Co
Tennessee
$3.21M 28,422 -9,472 -25%
EH
31
Equitable Holdings
New York
$3.05M 27,048 +1,315 +5%
TC
32
TAP Consulting
Missouri
$2.91M 25,749 +10,359 +67%
Mariner
33
Mariner
Kansas
$2.86M 25,336 -954 -4%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$2.55M 22,067 -595,192 -96%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2.54M 22,455 +20,742 +1,211%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.46M 21,813 -76,024 -78%
WWM
37
WT Wealth Management
Arizona
$2.41M 21,330 +21,330 New
RJA
38
Raymond James & Associates
Florida
$2.34M 20,711 +387 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.28M 20,144 -1,540 -7%
SAM
40
SP Asset Management
California
$2.26M 20,034 +18 +0.1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.11M 18,664 -4,811 -20%
AWA
42
Adapt Wealth Advisors
Georgia
$2.09M 18,552 +18,552 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.9M 16,831 +16,080 +2,141%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.77M 15,679 -5,231 -25%
HBT
45
Hills Bank & Trust
Iowa
$1.71M 15,183 -110 -0.7%
SFPG
46
Stonebridge Financial Planning Group
Florida
$1.71M 15,166 -443 -3%
ES
47
Eagle Strategies
New York
$1.57M 13,926 +9,600 +222%
PWA
48
Primoris Wealth Advisors
Florida
$1.55M 13,765 -5,500 -29%
JWCA
49
J.W. Cole Advisors
Florida
$1.53M 13,525 +27 +0.2%
PA
50
PFG Advisors
Arizona
$1.52M 13,440 +4,977 +59%
1
2
3 4 5