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iShares US Insurance ETF
IAK

Overview Fund Activity

133 hedge funds and large institutions have $399M invested in iShares US Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
52
Reduced
31
Closed
10
Calls
$34K
Puts
$124K
Net Calls
-$90K
Net Calls Change
-$294K

Top Buyers

1
SWC
1
Spectrum Wealth Counsel
Indiana
$6.07M
2
PAG
2
Private Advisor Group
New Jersey
$5.73M
3
SCP
3
Silverleafe Capital Partners
Tennessee
$3.97M
4
GS
4
GTS Securities
New York
$3.96M
5
LPL Financial
5
LPL Financial
California
$21.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.55M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.46M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.2M
4
LG
4
Leuthold Group
Minnesota
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.77M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.42M 12,511 -1,582 -11%
CAGAS
52
Capital Advisory Group Advisory Services
Minnesota
$1.38M 12,181 +1,425 +13%
CCA
53
Cottonwood Capital Advisors
Utah
$1.35M 11,961 +1,258 +12%
SAF
54
Smith Anglin Financial
Texas
$1.21M 10,752 -161 -1%
RAS
55
RPS Advisory Solutions
Kentucky
$1.2M 10,639 +10,639 New
GWM
56
Geneos Wealth Management
Colorado
$1.19M 10,542 -281 -3%
GPFA
57
Game Plan Financial Advisors
Ohio
$1.1M 9,735 +9,735 New
GM
58
GeoWealth Management
Illinois
$1.03M 9,149 +7,227 +376%
WA
59
WESPAC Advisors
California
$1.01M 8,978 +8,978 New
KF
60
KKM Financial
Illinois
$1.01M 8,951 +238 +3%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$1.01M 8,908 +8,908 New
MWA
62
Muirfield Wealth Advisors
North Carolina
$942K 8,341 +207 +3%
SC
63
Scotia Capital
Ontario, Canada
$937K 8,294 +109 +1%
AI
64
Atria Investments
North Carolina
$904K 8,002 +8,002 New
GCA
65
Genesee Capital Advisors
New York
$847K 7,497 +67 +0.9%
NA
66
NewEdge Advisors
Louisiana
$844K 7,476 +5,613 +301%
PCS
67
Personal CFO Solutions
New Jersey
$804K 7,119 +453 +7%
SWM
68
Silverlake Wealth Management
Vermont
$766K 6,786 +6,786 New
SWP
69
Stratos Wealth Partners
Ohio
$753K 6,667 +6,667 New
PWM
70
Perigon Wealth Management
California
$667K 5,909 +3,704 +168%
SPIA
71
Steward Partners Investment Advisory
New York
$665K 5,893 +25 +0.4%
DC
72
Davenport & Co
Virginia
$661K 5,850 +190 +3%
AR
73
Apeiron RIA
Texas
$657K 5,819 – –
IA
74
IFG Advisory
Georgia
$656K 5,806 +5,806 New
AP
75
Advisors Preferred
Maryland
$599K 5,295 +2,880 +119%
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3
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