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iShares US Insurance ETF
IAK

Overview Fund Activity

148 hedge funds and large institutions have $472M invested in iShares US Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
30
Increased
60
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Castleark Management
Illinois
$8.01M
2
UBS Group
2
UBS Group
Switzerland
$14.3M
3
WAS
3
WESPAC Advisors SoCal
California
$6.52M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.7M

Top Sellers

1
FGA
1
Fortis Group Advisors
New Jersey
$2.14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$469K
3
GS
3
GTS Securities
New York
$283K
4
SCP
4
Silverleafe Capital Partners
Tennessee
$0
5
LPL Financial
5
LPL Financial
California
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ES
51
Eagle Strategies
New York
$1.7M 13,168 -758 -5%
Two Sigma Investments
52
Two Sigma Investments
New York
$1.59M 12,300 +12,300 New
WA
53
WESPAC Advisors
California
$1.4M 10,828 +1,850 +21%
SAF
54
Smith Anglin Financial
Texas
$1.38M 10,665 -87 -0.8%
GWM
55
Geneos Wealth Management
Colorado
$1.36M 10,549 +7 +0.1%
PA
56
PFG Advisors
Arizona
$1.35M 10,432 -3,008 -22%
GPFA
57
Game Plan Financial Advisors
Ohio
$1.22M 9,455 -280 -3%
OL
58
Owen LaRue
Kentucky
$1.22M 9,455 +9,455 New
RAS
59
RPS Advisory Solutions
Kentucky
$1.22M 9,430 -1,209 -11%
GCA
60
Genesee Capital Advisors
New York
$1.19M 9,212 +1,715 +23%
KF
61
KKM Financial
Illinois
$1.18M 9,148 +197 +2%
FEM
62
Fulcrum Equity Management
Texas
$1.14M 8,822 +8,822 New
OC
63
Oppenheimer & Co
New York
$1.14M 8,821 +4,027 +84%
PWM
64
Perigon Wealth Management
California
$1.12M 8,648 +2,739 +46%
AI
65
Atria Investments
North Carolina
$1.07M 8,299 +297 +4%
MWA
66
Muirfield Wealth Advisors
North Carolina
$986K 7,639 -702 -8%
PCS
67
Personal CFO Solutions
New Jersey
$941K 7,288 +169 +2%
SWP
68
Stratos Wealth Partners
Ohio
$864K 6,692 +25 +0.4%
SPIA
69
Steward Partners Investment Advisory
New York
$806K 6,244 +351 +6%
SWM
70
Silverlake Wealth Management
Vermont
$805K 6,236 -550 -8%
DC
71
Davenport & Co
Virginia
$765K 5,930 +80 +1%
FMP
72
Financial Management Professionals
Texas
$745K 5,771 +5,771 New
AR
73
Apeiron RIA
Texas
$740K 5,736 -83 -1%
SA
74
Sanctuary Advisors
Indiana
$736K 5,412 +1,274 +31%
DWA
75
Delos Wealth Advisors
Texas
$701K 5,432 +1,463 +37%
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3
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