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iShares US Insurance ETF
IAK

81 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, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 68.97% → 70.32% (+1.4%)

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

6% less capital invested

Capital invested by funds: $255M → $238M (-$16.1M)

51% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 35

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
2
HCA
Heck Capital Advisors
Wisconsin
+$4.45M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.26M
4
FP
Fiduciary Planning
Florida
+$1.05M
5
ACA
Aptus Capital Advisors
Alabama
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.72M
3
Jane Street
Jane Street
New York
-$2.98M
4
WWM
WT Wealth Management
Arizona
-$2.89M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$371K -$13.1K -144 -3%
FHA
52
First Horizon Advisors
Tennessee
$362K -$18.4K -203 -5%
LDB
53
Lee, Danner & Bass
Tennessee
$351K +$348K +3,835 New
RPCONE
54
Retirement Planning Company of New England
Rhode Island
$348K -$126K -1,389 -27%
MAP
55
Milestone Advisory Partners
North Carolina
$342K +$64.3K +708 +23%
CPA
56
Cardiff Park Advisors
California
$321K – – –
SWM
57
Spire Wealth Management
Virginia
$312K +$309K +3,399 New
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$294K +$287K +3,156 +6,069%
AC
59
AlphaCore Capital
California
$291K – – –
KPWS
60
Kestra Private Wealth Services
Texas
$277K +$274K +3,019 New
IFG
61
Independent Financial Group
California
$263K -$4.91K -54 -2%
FWCM
62
Ferguson Wellman Capital Management
Oregon
$216K – – –
PWM
63
Perigon Wealth Management
California
$203K +$201K +2,212 New
US Bancorp
64
US Bancorp
Minnesota
$165K – – –
CF
65
Centaurus Financial
California
$154K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$146K +$10.5K +116 +8%
Comerica Bank
67
Comerica Bank
Texas
$105K +$104K +1,150 New
LFG
68
Larson Financial Group
Missouri
$103K +$15.1K +166 +17%
NA
69
NewEdge Advisors
Louisiana
$88.9K -$76.3K -840 -46%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$72.5K +$58.1K +639 +420%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$71.5K +$7.91K +87 +13%
YDMI
72
Y.D. More Investments
Israel
$57.7K – – –
MA
73
Montag & Associates
Georgia
$40.5K – – –
RIA
74
Realta Investment Advisors
Delaware
$29.9K – – –
GWM
75
Geneos Wealth Management
Colorado
$18.3K – – –
1 2
3
4

IAK Hedge Fund Activity: Q3 2023 in Review

81 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2023, worth a combined $238M — down 6.3% from $255M a quarter earlier.

Fund positioning in IAK was balanced in Q3 2023: 14 funds opened new positions, 14 closed out, 17 added to existing stakes and 35 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.3M. The largest seller was Wells Fargo, cutting an estimated $10.4M.

  • 81 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $238M of iShares US Insurance ETF stock for Q3 2023, down 6.3% quarter-over-quarter.
  • 14 funds opened new iShares US Insurance ETF positions in Q3 2023 and 14 closed out, a net change of 0 holders.
  • The largest iShares US Insurance ETF buyer in Q3 2023 was Osaic Holdings, an estimated $12.3M added.
  • The largest iShares US Insurance ETF seller in Q3 2023 was Wells Fargo, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2023.