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iShares US Insurance ETF

155 hedge funds and large institutions have $478M invested in iShares US Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $531K | Put options by funds: $215K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

5% more funds holding

Funds holding: 148155 (+7)

1.36% more ownership

Funds ownership: 62.63%63.99% (+1.4%)

1% more capital invested

Capital invested by funds: $472M → $478M (+$5.93M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
53
Reduced
53
Closed
20
Calls
$531K
Puts
$215K
Net Calls
+$316K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cadent Capital Advisors
Oklahoma
$4.98M +$64.3K +493 +1%
WDL
27
Well Done LLC
Michigan
$4.68M
FFS
28
Founders Financial Securities
Maryland
$4.61M -$17K -130 -0.4%
HCM
29
Hollencrest Capital Management
California
$4.56M +$4.7M +36,032 New
LDB
30
Lee, Danner & Bass
Tennessee
$4.36M +$46.3K +355 +1%
CWM
31
Chicago Wealth Management
Illinois
$3.89M -$106K -814 -3%
MC
32
Martin & Co
Tennessee
$3.41M -$175K -1,345 -5%
WWM
33
WT Wealth Management
Arizona
$3.33M +$40.3K +309 +1%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$3.21M +$1.13M +8,656 +52%
Mariner
35
Mariner
Kansas
$3.17M -$136K -1,039 -4%
TF
36
Tudor Financial
Ohio
$3.1M +$89.4K +685 +3%
NA
37
NewEdge Advisors
Louisiana
$2.95M +$346K +2,651 +13%
EH
38
Equitable Holdings
New York
$2.93M -$456K -3,496 -13%
CCA
39
Cottonwood Capital Advisors
Utah
$2.64M +$281K +2,151 +11%
SAM
40
SP Asset Management
California
$2.54M +$6.26K +48 +0.2%
FGA
41
Fortis Group Advisors
New Jersey
$2.5M +$412K +3,155 +19%
LG
42
Leuthold Group
Minnesota
$2.16M -$362K -2,778 -14%
SFPG
43
Stonebridge Financial Planning Group
Florida
$2.1M +$127K +973 +6%
RA
44
RFG Advisory
Alabama
$2.09M +$1.91M +14,663 +800%
Jane Street
45
Jane Street
New York
$2.05M +$2.12M +16,217 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.01M -$579K -4,440 -22%
HBT
47
Hills Bank & Trust
Iowa
$1.86M -$261 -2 -0%
AAS
48
Avantax Advisory Services
Texas
$1.86M +$1.53M +11,698 +392%
TC
49
TAP Consulting
Missouri
$1.82M -$285K -2,182 -13%
OMC
50
Old Mission Capital
Illinois
$1.75M +$1.81M +13,860 New