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iShares US Insurance ETF
IAK

Overview Fund Activity

75 hedge funds and large institutions have $219M invested in iShares US Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
42
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$21.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$13.5M
5
UBS Group
5
UBS Group
Switzerland
$7.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.6M
2
LAM
2
LFS Asset Management
California
$0
3
FMP
3
Financial Management Professionals
Texas
$865K
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
WP
5
WealthSource Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$485K 6,134 +2,701 +79%
RPCONE
52
Retirement Planning Company of New England
Rhode Island
$419K 5,306 +176 +3%
FHA
53
First Horizon Advisors
Tennessee
$341K 4,310 -389 -8%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$288K 3,640 +3,640 New
SFPG
55
Stonebridge Financial Planning Group
Florida
$257K 3,250 +3,250 New
CAG
56
Csenge Advisory Group
Florida
$256K 3,234 +597 +23%
TPSF
57
Texas Permanent School Fund
Texas
$231K 2,924 – –
AAS
58
Ameritas Advisory Services
Nebraska
$229K 2,890 +24 +0.8%
KAS
59
Kestra Advisory Services
Texas
$226K 2,863 +2,863 New
TSS
60
Two Sigma Securities
New York
$219K 2,774 +2,774 New
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$218K 2,753 +2,753 New
SI
62
Stephens Inc
Arkansas
$213K 2,689 +15 +0.6%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$173K 2,191 +2,191 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$168K 2,125 +875 +70%
US Bancorp
65
US Bancorp
Minnesota
$142K 1,800 – –
IA
66
IFP Advisors
Florida
$131K 2,050 – –
EW
67
Evoke Wealth
California
$47K 600 – –
MA
68
Montag & Associates
Georgia
$34K 435 +3 +0.7%
APA
69
American Portfolios Advisors
New York
$30.1K 381 +327 +606%
GWM
70
Geneos Wealth Management
Colorado
$15K 200 – –
ACA
71
Aptus Capital Advisors
Alabama
$13K 163 +163 New
CFGS
72
Concourse Financial Group Securities
Alabama
$12K 150 – –
FFA
73
Founders Financial Alliance
North Carolina
$12K 157 +157 New
C
74
Covestor
United Kingdom
$4K 45 – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$59 702 +451 +180%
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