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iShares US Insurance ETF
IAK

Overview Fund Activity

148 hedge funds and large institutions have $472M invested in iShares US Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
30
Increased
60
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Castleark Management
Illinois
$8.01M
2
UBS Group
2
UBS Group
Switzerland
$14.3M
3
WAS
3
WESPAC Advisors SoCal
California
$6.52M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.7M

Top Sellers

1
FGA
1
Fortis Group Advisors
New Jersey
$2.14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$469K
3
GS
3
GTS Securities
New York
$283K
4
SCP
4
Silverleafe Capital Partners
Tennessee
$0
5
LPL Financial
5
LPL Financial
California
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
26
Well Done LLC
Michigan
$4.68M 36,290 -3,691 -9%
LDB
27
Lee, Danner & Bass
Tennessee
$4.41M 34,140 +92 +0.3%
CWM
28
Chicago Wealth Management
Illinois
$4.08M 31,589 -595 -2%
MC
29
Martin & Co
Tennessee
$3.65M 28,286 -136 -0.5%
WWM
30
WT Wealth Management
Arizona
$3.47M 26,001 +4,671 +22%
EH
31
Equitable Holdings
New York
$3.44M 26,659 -389 -1%
Mariner
32
Mariner
Kansas
$3.37M 26,141 +805 +3%
TF
33
Tudor Financial
Ohio
$3.07M 23,820 +23,820 New
GVAG
34
Great Valley Advisor Group
Delaware
$2.94M 22,793 +22,793 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.88M 22,309 +5,478 +33%
NA
36
NewEdge Advisors
Louisiana
$2.67M 20,669 +13,193 +176%
RJA
37
Raymond James & Associates
Florida
$2.65M 20,515 -196 -0.9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.62M 20,300 +1,636 +9%
SAM
39
SP Asset Management
California
$2.59M 20,066 +32 +0.2%
LG
40
Leuthold Group
Minnesota
$2.57M 19,878 +19,878 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2.55M 19,819 -2,248 -10%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.5M 19,340 -2,473 -11%
CCA
43
Cottonwood Capital Advisors
Utah
$2.42M 18,748 +6,787 +57%
CAGAS
44
Capital Advisory Group Advisory Services
Minnesota
$2.15M 16,686 +4,505 +37%
FGA
45
Fortis Group Advisors
New Jersey
$2.14M 16,575 -48,112 -74%
TC
46
TAP Consulting
Missouri
$2.14M 16,545 -9,204 -36%
SFPG
47
Stonebridge Financial Planning Group
Florida
$2.02M 15,628 +462 +3%
HBT
48
Hills Bank & Trust
Iowa
$1.9M 14,691 -492 -3%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.79M 13,896 -1,783 -11%
JWCA
50
J.W. Cole Advisors
Florida
$1.72M 13,352 -173 -1%
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