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iShares US Insurance ETF
IAK

96 hedge funds and large institutions have $389M invested in iShares US Insurance ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

77% more capital invested

Capital invested by funds: $219M → $389M (+$169M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more funds holding

Funds holding: 76 → 96 (+20)

2.01% less ownership

Funds ownership: 71.18% → 69.16% (-2%)

Holders
96
Holders Change
+20
Holders Change %
+26.32%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
42
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.8M
3
MCM
Mainstay Capital Management
Michigan
+$21.1M
4
Morgan Stanley
Morgan Stanley
New York
+$7.95M
5
LPL Financial
LPL Financial
California
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.17M
2
IIA
Integral Investment Advisors
California
-$2.05M
3
FTUS
Flow Traders U.S.
New York
-$2M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$776K +$88.7K +994 +13%
CAGAS
52
Capital Advisory Group Advisory Services
Minnesota
$772K +$45.4K +509 +6%
SCA
53
Southern Capital Advisors
Tennessee
$715K -$72.3K -810 -9%
GCA
54
Genesee Capital Advisors
New York
$637K +$8.75K +98 +1%
IA
55
IFG Advisory
Georgia
$627K -$257K -2,881 -30%
CPA
56
Cardiff Park Advisors
California
$594K – – –
KAS
57
Kestra Advisory Services
Texas
$581K +$311K +3,490 +122%
SPIA
58
Steward Partners Investment Advisory
New York
$561K +$625 +7 +0.1%
RPCONE
59
Retirement Planning Company of New England
Rhode Island
$480K -$5K -56 -1%
IFG
60
Independent Financial Group
California
$443K +$74.7K +837 +21%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$441K +$235K +2,633 +120%
FHA
62
First Horizon Advisors
Tennessee
$387K -$6.69K -75 -2%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$371K +$117K +1,309 +48%
AAS
64
Avantax Advisory Services
Texas
$368K -$296K -3,319 -45%
PA
65
PFG Advisors
Arizona
$329K +$321K +3,594 New
MAP
66
Milestone Advisory Partners
North Carolina
$295K +$288K +3,227 New
CCA
67
Cottonwood Capital Advisors
Utah
$288K +$281K +3,152 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$283K +$276K +3,095 New
CAG
69
Csenge Advisory Group
Florida
$270K -$24.8K -278 -9%
TPSF
70
Texas Permanent School Fund
Texas
$267K – – –
SI
71
Stephens Inc
Arkansas
$247K +$1.25K +14 +0.5%
GCM
72
Gunderson Capital Management
South Carolina
$243K +$237K +2,657 New
SPC
73
Sigma Planning Corp
Michigan
$230K +$225K +2,516 New
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$220K -$110K -1,235 -34%
AWS
75
Atria Wealth Solutions
New York
$218K +$213K +2,383 New
1 2
3
4 5

IAK Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2022, worth a combined $389M — up 77% from $219M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAK positions and 7 closed out — a net gain of 23 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $46M. The largest seller was Royal Bank of Canada, cutting an estimated $2.17M.

  • 96 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $389M of iShares US Insurance ETF stock for Q4 2022, up 77% quarter-over-quarter.
  • 30 funds opened new iShares US Insurance ETF positions in Q4 2022 and 7 closed out, a net change of +23 holders.
  • The largest iShares US Insurance ETF buyer in Q4 2022 was Bank of America, an estimated $46M added.
  • The largest iShares US Insurance ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2022.