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iShares US Insurance ETF
IAK

Overview Fund Activity

80 hedge funds and large institutions have $254M invested in iShares US Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
25
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.98M
2
AWM
2
AE Wealth Management
Kansas
$1.76M
3
TFA
3
Teamwork Financial Advisors
Texas
$1.72M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.26M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.25M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17M
2
LPL Financial
2
LPL Financial
California
$5.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FMP
4
Financial Management Professionals
Texas
$84K
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCS
51
Personal CFO Solutions
New Jersey
$514K 5,850 -733 -11%
PA
52
PFG Advisors
Arizona
$484K 5,506 +510 +10%
RPCONE
53
Retirement Planning Company of New England
Rhode Island
$456K 5,190 -87 -2%
Vontobel Holding
54
Vontobel Holding
Switzerland
$439K 5,000 -5,000 -50%
CCA
55
Cottonwood Capital Advisors
Utah
$426K 4,849 +1,035 +27%
WCM
56
WealthBridge Capital Management
Ohio
$369K 4,196 +142 +4%
FHA
57
First Horizon Advisors
Tennessee
$365K 4,158 -77 -2%
SI
58
Stephens Inc
Arkansas
$361K 4,109 +1,397 +52%
CPA
59
Cardiff Park Advisors
California
$308K 3,500 – –
TA
60
TFB Advisors
Kansas
$284K 3,232 +3,232 New
AC
61
AlphaCore Capital
California
$278K 3,158 +3,158 New
MAP
62
Milestone Advisory Partners
North Carolina
$266K 3,021 -206 -6%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$263K 2,989 +521 +21%
GCP
64
GSA Capital Partners
United Kingdom
$226K 2,568 +2,568 New
FWCM
65
Ferguson Wellman Capital Management
Oregon
$207K 2,360 – –
NA
66
NewEdge Advisors
Louisiana
$159K 1,810 -40 -2%
US Bancorp
67
US Bancorp
Minnesota
$158K 1,800 – –
CF
68
Centaurus Financial
California
$148K 1,683 -562 -25%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$130K 1,482 +234 +19%
LFG
70
Larson Financial Group
Missouri
$84.1K 957 +742 +345%
FMP
71
Financial Management Professionals
Texas
$84K 960 -31,033 -97%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$59.5K 675 -14 -2%
YDMI
73
Y.D. More Investments
Israel
$55.4K 630 – –
MA
74
Montag & Associates
Georgia
$38.6K 440 +2 +0.5%
RIA
75
Realta Investment Advisors
Delaware
$29.9K 340 +340 New
1 2
3
4 5