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iShares US Insurance ETF
IAK

Overview Fund Activity

112 hedge funds and large institutions have $442M invested in iShares US Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
41
Reduced
34
Closed
12
Calls
$368K
Puts
$164K
Net Calls
+$204K
Net Calls Change
+$203K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$72.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.5M
3
LPL Financial
3
LPL Financial
California
$18.5M
4
FGA
4
Fortis Group Advisors
New Jersey
$6.54M
5
Wells Fargo
5
Wells Fargo
California
$25.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.3M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.7M
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWA
51
Muirfield Wealth Advisors
North Carolina
$955K 8,134 -941 -10%
GCA
52
Genesee Capital Advisors
New York
$872K 7,430 +487 +7%
PCS
53
Personal CFO Solutions
New Jersey
$783K 6,666 +575 +9%
OC
54
Oppenheimer & Co
New York
$779K 6,639 +6,639 New
GCP
55
GSA Capital Partners
United Kingdom
$753K 6,412 +2,014 +46%
SPIA
56
Steward Partners Investment Advisory
New York
$689K 5,868 – –
AR
57
Apeiron RIA
Texas
$683K 5,819 +21 +0.4%
DC
58
Davenport & Co
Virginia
$664K 5,660 +150 +3%
TF
59
Trek Financial
Arizona
$648K 5,523 +5,523 New
SWA
60
SFMG Wealth Advisors
Texas
$552K 4,705 -40 -0.8%
BAM
61
Belpointe Asset Management
Nevada
$531K 4,524 +4,524 New
KPWS
62
Kestra Private Wealth Services
Texas
$521K 4,441 +16 +0.4%
RPCONE
63
Retirement Planning Company of New England
Rhode Island
$515K 4,387 -21 -0.5%
ES
64
Eagle Strategies
New York
$508K 4,326 +4,326 New
WAS
65
WESPAC Advisors SoCal
California
$495K 4,220 +40 +1%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$491K 4,182 +4,182 New
FHA
67
First Horizon Advisors
Tennessee
$464K 3,955 – –
AAS
68
Avantax Advisory Services
Texas
$448K 3,816 +3,816 New
SI
69
Stephens Inc
Arkansas
$438K 3,734 -401 -10%
BHB
70
Bank Hapoalim BM
Israel
$432K 3,682 -125 -3%
CPA
71
Cardiff Park Advisors
California
$411K 3,500 – –
KWA
72
Kingswood Wealth Advisors
California
$406K 3,457 -97 -3%
SWM
73
Spire Wealth Management
Virginia
$389K 3,318 +11 +0.3%
AWS
74
Atria Wealth Solutions
New York
$387K 3,293 -5,868 -64%
TA
75
TFB Advisors
Kansas
$338K 2,996 -1 -0%
1 2
3
4 5