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iShares US Insurance ETF
IAK

Overview Fund Activity

70 hedge funds and large institutions have $204M invested in iShares US Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 12 closing their positions.

Holders
70
Holders Change
+16
Holders Change %
+29.63%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
30
Reduced
5
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.1M
2
Bank of America
2
Bank of America
North Carolina
$14.5M
3
Wells Fargo
3
Wells Fargo
California
$14.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$9M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$9.18M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$524K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
WEG
5
World Equity Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$238K 2,866 +283 +11%
BBHC
52
Brown Brothers Harriman & Co
New York
$229K 2,762 – –
SI
53
Stephens Inc
Arkansas
$222K 2,674 +2,674 New
CAG
54
Csenge Advisory Group
Florida
$219K 2,637 +2,637 New
TRCT
55
Tower Research Capital (TRC)
New York
$191K 2,307 -1,402 -38%
CF
56
Centaurus Financial
California
$164K 1,974 +1,974 New
US Bancorp
57
US Bancorp
Minnesota
$149K 1,800 – –
IA
58
IFP Advisors
Florida
$131K 2,050 – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$103K 1,250 +111 +10%
TCWM
60
Total Clarity Wealth Management
Illinois
$90K 1,082 +1,082 New
EW
61
Evoke Wealth
California
$50K 600 +600 New
MA
62
Montag & Associates
Georgia
$36K 432 +1 +0.2%
GWM
63
Geneos Wealth Management
Colorado
$16K 200 – –
CFGS
64
Concourse Financial Group Securities
Alabama
$12K 150 +150 New
APA
65
American Portfolios Advisors
New York
$4.48K 54 +32 +145%
C
66
Covestor
United Kingdom
$4K 45 +45 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$3K 38 +38 New
COCM
68
Charter Oak Capital Management
New Hampshire
$1K 11 – –
EWM
69
Endurance Wealth Management
Rhode Island
$1K 11 – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$21 251 – –
EF
71
Empowered Funds
Pennsylvania
– – -140,591 Closed
Jane Street
72
Jane Street
New York
– – -29,523 Closed
Goldman Sachs
73
Goldman Sachs
New York
– – -13,174 Closed
WEG
74
World Equity Group
Illinois
– – -12,534 Closed
WMS
75
Wealth Management Solutions
Pennsylvania
– – -2,786 Closed
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3
4