iShares US Insurance ETF
IAK
IAK
80 hedge funds and large institutions have $238M invested in iShares US Insurance ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
6% less capital invested
Capital invested by funds: $254M → $238M (-$16.1M)
50% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 34
Holders
80
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$12.4M | |
| 2 | +$4.49M | |
| 3 | +$1.27M | |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.06M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.04M |
Top Sellers
| 1 | -$10.5M | |
| 2 | -$9.8M | |
| 3 | -$2.98M | |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$2.89M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.78M |