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iShares US Insurance ETF
IAK

Overview Fund Activity

100 hedge funds and large institutions have $327M invested in iShares US Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
33
Reduced
30
Closed
8
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.6M
3
LPL Financial
3
LPL Financial
California
$9.6M
4
LDB
4
Lee, Danner & Bass
Tennessee
$4.09M
5
FFS
5
Founders Financial Securities
Maryland
$3.51M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$16.3M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
ACA
5
Aptus Capital Advisors
Alabama
$7.11K
Name Market Value Shares Shares
Change 		Shares
Change %
AR
51
Apeiron RIA
Texas
$581K 5,798 -148 -2%
IA
52
IFG Advisory
Georgia
$577K 5,761 -430 -7%
PAG
53
Private Advisor Group
New Jersey
$555K 5,547 +5,547 New
DC
54
Davenport & Co
Virginia
$552K 5,510 -853 -13%
PA
55
PFG Advisors
Arizona
$544K 5,437 +4 +0.1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$531K 5,297 +4,535 +595%
SWA
57
SFMG Wealth Advisors
Texas
$475K 4,745 +4,745 New
KPWS
58
Kestra Private Wealth Services
Texas
$443K 4,425 +1,406 +47%
RPCONE
59
Retirement Planning Company of New England
Rhode Island
$441K 4,408 +607 +16%
GCP
60
GSA Capital Partners
United Kingdom
$440K 4,398 +4,398 New
WAS
61
WESPAC Advisors SoCal
California
$419K 4,180 +4,180 New
SI
62
Stephens Inc
Arkansas
$414K 4,135 +26 +0.6%
HighTower Advisors
63
HighTower Advisors
Illinois
$401K 4,007 +4,007 New
FHA
64
First Horizon Advisors
Tennessee
$396K 3,955 – –
BHB
65
Bank Hapoalim BM
Israel
$381K 3,807 -350 -8%
KWA
66
Kingswood Wealth Advisors
California
$356K 3,554 +3,554 New
CPA
67
Cardiff Park Advisors
California
$350K 3,500 – –
SWM
68
Spire Wealth Management
Virginia
$347K 3,307 -92 -3%
Citadel Advisors
69
Citadel Advisors
Florida
$329K 3,282 -4,152 -56%
AC
70
AlphaCore Capital
California
$316K 3,158 – –
TA
71
TFB Advisors
Kansas
$300K 2,997 +2,997 New
PTC
72
Private Trust Company
Ohio
$268K 2,681 +2,681 New
BCM
73
Brookstone Capital Management
Illinois
$257K 2,568 +2,568 New
FWCM
74
Ferguson Wellman Capital Management
Oregon
$236K 2,360 – –
SS
75
Sunbelt Securities
Texas
$234K 2,332 +2,332 New
1 2
3
4 5