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iShares US Insurance ETF

71 hedge funds and large institutions have $204M invested in iShares US Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

111% more capital invested

Capital invested by funds: $96.8M → $204M (+$108M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more funds holding

Funds holding: 5471 (+17)

11.07% more ownership

Funds ownership: 57.4%68.47% (+11%)

Holders
71
Holders Change
+17
Holders Change %
+31.48%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
30
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$238K +$24.5K +283 +11%
BBHC
52
Brown Brothers Harriman & Co
New York
$229K
SI
53
Stephens Inc
Arkansas
$222K +$231K +2,674 New
IFG
54
Independent Financial Group
California
$221K +$231K +2,666 New
CAG
55
Csenge Advisory Group
Florida
$219K +$228K +2,637 New
TRCT
56
Tower Research Capital (TRC)
New York
$191K -$121K -1,402 -38%
CF
57
Centaurus Financial
California
$164K +$171K +1,974 New
US Bancorp
58
US Bancorp
Minnesota
$149K
IA
59
IFP Advisors
Florida
$131K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$103K +$9.61K +111 +10%
TCWM
61
Total Clarity Wealth Management
Illinois
$90K +$93.6K +1,082 New
EW
62
Evoke Wealth
California
$50K +$51.9K +600 New
MA
63
Montag & Associates
Georgia
$36K +$87 +1 +0.2%
GWM
64
Geneos Wealth Management
Colorado
$16K
CFGS
65
Concourse Financial Group Securities
Alabama
$12K +$13K +150 New
APA
66
American Portfolios Advisors
New York
$4.48K +$2.77K +32 +145%
C
67
Covestor
United Kingdom
$4K +$3.89K +45 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$3K +$3.29K +38 New
COCM
69
Charter Oak Capital Management
New Hampshire
$1K
EWM
70
Endurance Wealth Management
Rhode Island
$1K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$21
EF
72
Empowered Funds
Pennsylvania
-$12.8M -140,591 Closed
Jane Street
73
Jane Street
New York
-$2.69M -29,523 Closed
Goldman Sachs
74
Goldman Sachs
New York
-$1.2M -13,174 Closed
WEG
75
World Equity Group
Illinois
-$1.14M -12,534 Closed