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iShares US Insurance ETF
IAK

Overview Fund Activity

93 hedge funds and large institutions have $318M invested in iShares US Insurance ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
30
Reduced
38
Closed
18
Calls
$283K
Puts
$43K
Net Calls
+$240K
Net Calls Change
+$240K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$61.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.37M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.17M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$59K
3
UBS Group
3
UBS Group
Switzerland
$5.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$614K 7,174 +821 +13%
SCA
52
Southern Capital Advisors
Tennessee
$585K 6,832 -989 -13%
PCS
53
Personal CFO Solutions
New Jersey
$564K 6,583 +6,583 New
IA
54
IFG Advisory
Georgia
$543K 6,342 -525 -8%
SPIA
55
Steward Partners Investment Advisory
New York
$529K 6,178 +37 +0.6%
AR
56
Apeiron RIA
Texas
$504K 5,885 +5,885 New
RPCONE
57
Retirement Planning Company of New England
Rhode Island
$452K 5,277 +27 +0.5%
PA
58
PFG Advisors
Arizona
$428K 4,996 +1,402 +39%
FHA
59
First Horizon Advisors
Tennessee
$363K 4,235 – –
HF
60
HRT Financial
New York
$351K 4,109 +4,109 New
WCM
61
WealthBridge Capital Management
Ohio
$347K 4,054 +4,054 New
CCA
62
Cottonwood Capital Advisors
Utah
$327K 3,814 +662 +21%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$317K 3,708 -1,116 -23%
CPA
64
Cardiff Park Advisors
California
$300K 3,500 -3,000 -46%
MAP
65
Milestone Advisory Partners
North Carolina
$276K 3,227 – –
TPSF
66
Texas Permanent School Fund
Texas
$250K 2,924 – –
SI
67
Stephens Inc
Arkansas
$232K 2,712 +9 +0.3%
SPC
68
Sigma Planning Corp
Michigan
$220K 2,569 +53 +2%
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$211K 2,468 -1,594 -39%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$204K 2,295 -110 -5%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$202K 2,360 – –
CF
72
Centaurus Financial
California
$192K 2,245 -6,597 -75%
NA
73
NewEdge Advisors
Louisiana
$158K 1,850 -14,912 -89%
US Bancorp
74
US Bancorp
Minnesota
$154K 1,800 – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$107K 1,248 -2 -0.2%
1 2
3
4 5