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iShares US Insurance ETF
IAK

Overview Fund Activity

155 hedge funds and large institutions have $478M invested in iShares US Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
53
Reduced
53
Closed
20
Calls
$531K
Puts
$215K
Net Calls
+$316K
Net Calls Change
+$316K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$8.12M
2
GF
2
GGM Financials
Ohio
$7.88M
3
MMA
3
Miracle Mile Advisors
California
$7.72M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.76M
5
HCM
5
Hollencrest Capital Management
California
$4.56M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$270K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$15.8M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.75M 13,820 -76 -0.5%
ES
52
Eagle Strategies
New York
$1.71M 13,496 +328 +2%
EP
53
Essential Planning
New Hampshire
$1.65M 12,675 +12,675 New
AF
54
Allworth Financial
California
$1.62M 12,735 +12,735 New
JWCA
55
J.W. Cole Advisors
Florida
$1.55M 12,276 -1,076 -8%
PA
56
PFG Advisors
Arizona
$1.54M 12,171 +1,739 +17%
GVAG
57
Great Valley Advisor Group
Delaware
$1.53M 12,063 -10,730 -47%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$1.46M 11,540 +8,490 +278%
SAF
59
Smith Anglin Financial
Texas
$1.33M 10,515 -150 -1%
GWM
60
Geneos Wealth Management
Colorado
$1.27M 10,069 -480 -5%
GCA
61
Genesee Capital Advisors
New York
$1.21M 9,554 +342 +4%
GPFA
62
Game Plan Financial Advisors
Ohio
$1.19M 9,455 – –
KF
63
KKM Financial
Illinois
$1.15M 9,099 -49 -0.5%
KPWS
64
Kestra Private Wealth Services
Texas
$1.11M 8,781 +4,819 +122%
AI
65
Atria Investments
North Carolina
$1.02M 8,062 -237 -3%
FMP
66
Financial Management Professionals
Texas
$999K 7,899 +2,128 +37%
DWA
67
Delos Wealth Advisors
Texas
$970K 7,672 +2,240 +41%
MWA
68
Muirfield Wealth Advisors
North Carolina
$902K 7,136 -503 -7%
P
69
&Partners
Tennessee
$870K 6,891 +6,891 New
SWM
70
Silverlake Wealth Management
Vermont
$841K 6,648 +412 +7%
SWP
71
Stratos Wealth Partners
Ohio
$828K 6,546 -146 -2%
OC
72
Oppenheimer & Co
New York
$762K 6,024 -2,797 -32%
TRCT
73
Tower Research Capital (TRC)
New York
$748K 5,913 +5,221 +754%
DC
74
Davenport & Co
Virginia
$746K 5,895 -35 -0.6%
SPIA
75
Steward Partners Investment Advisory
New York
$742K 5,867 -377 -6%
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