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iShares US Insurance ETF
IAK

Overview Fund Activity

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.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.06%
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

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$8.12M
2
GF
2
GGM Financials
Ohio
$7.88M
3
MMA
3
Miracle Mile Advisors
California
$7.72M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.76M
5
HCM
5
Hollencrest Capital Management
California
$4.56M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$270K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$15.8M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Cadent Capital Advisors
Oklahoma
$4.98M 39,408 +493 +1%
WDL
27
Well Done LLC
Michigan
$4.68M 36,290 – –
FFS
28
Founders Financial Securities
Maryland
$4.61M 36,477 -130 -0.4%
HCM
29
Hollencrest Capital Management
California
$4.56M 36,032 +36,032 New
LDB
30
Lee, Danner & Bass
Tennessee
$4.36M 34,495 +355 +1%
CWM
31
Chicago Wealth Management
Illinois
$3.89M 30,775 -814 -3%
MC
32
Martin & Co
Tennessee
$3.41M 26,941 -1,345 -5%
WWM
33
WT Wealth Management
Arizona
$3.33M 26,310 +309 +1%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$3.21M 25,342 +8,656 +52%
Mariner
35
Mariner
Kansas
$3.17M 25,102 -1,039 -4%
TF
36
Tudor Financial
Ohio
$3.1M 24,505 +685 +3%
NA
37
NewEdge Advisors
Louisiana
$2.95M 23,320 +2,651 +13%
EH
38
Equitable Holdings
New York
$2.93M 23,163 -3,496 -13%
CCA
39
Cottonwood Capital Advisors
Utah
$2.64M 20,899 +2,151 +11%
SAM
40
SP Asset Management
California
$2.54M 20,114 +48 +0.2%
FGA
41
Fortis Group Advisors
New Jersey
$2.5M 19,730 +3,155 +19%
LG
42
Leuthold Group
Minnesota
$2.16M 17,100 -2,778 -14%
SFPG
43
Stonebridge Financial Planning Group
Florida
$2.1M 16,601 +973 +6%
RA
44
RFG Advisory
Alabama
$2.09M 16,497 +14,663 +800%
Jane Street
45
Jane Street
New York
$2.05M 16,217 +16,217 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.01M 15,860 -4,440 -22%
HBT
47
Hills Bank & Trust
Iowa
$1.86M 14,689 -2 -0%
AAS
48
Avantax Advisory Services
Texas
$1.86M 14,679 +11,698 +392%
TC
49
TAP Consulting
Missouri
$1.82M 14,363 -2,182 -13%
OMC
50
Old Mission Capital
Illinois
$1.75M 13,860 +13,860 New
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