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iShares US Insurance ETF

76 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, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 12

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $204M → $219M (+$15M)

7% more funds holding

Funds holding: 7176 (+5)

2.71% more ownership

Funds ownership: 68.47%71.18% (+2.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.31%
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
43
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$485K +$225K +2,701 +79%
RPCONE
52
Retirement Planning Company of New England
Rhode Island
$419K +$14.7K +176 +3%
FHA
53
First Horizon Advisors
Tennessee
$341K -$32.4K -389 -8%
IFG
54
Independent Financial Group
California
$317K +$112K +1,345 +50%
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$288K +$303K +3,640 New
SFPG
56
Stonebridge Financial Planning Group
Florida
$257K +$271K +3,250 New
CAG
57
Csenge Advisory Group
Florida
$256K +$49.7K +597 +23%
TPSF
58
Texas Permanent School Fund
Texas
$231K
AAS
59
Ameritas Advisory Services
Nebraska
$229K +$2K +24 +0.8%
KAS
60
Kestra Advisory Services
Texas
$226K +$239K +2,863 New
TSS
61
Two Sigma Securities
New York
$219K +$231K +2,774 New
JMPWA
62
JP Morgan Private Wealth Advisors
California
$218K +$229K +2,753 New
SI
63
Stephens Inc
Arkansas
$213K +$1.25K +15 +0.6%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$173K +$183K +2,191 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$168K +$72.9K +875 +70%
US Bancorp
66
US Bancorp
Minnesota
$142K
IA
67
IFP Advisors
Florida
$131K
EW
68
Evoke Wealth
California
$47K
MA
69
Montag & Associates
Georgia
$34K +$250 +3 +0.7%
APA
70
American Portfolios Advisors
New York
$30.1K +$27.2K +327 +606%
GWM
71
Geneos Wealth Management
Colorado
$15K
ACA
72
Aptus Capital Advisors
Alabama
$13K +$13.6K +163 New
CFGS
73
Concourse Financial Group Securities
Alabama
$12K
FFA
74
Founders Financial Alliance
North Carolina
$12K +$13.1K +157 New
C
75
Covestor
United Kingdom
$4K