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iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $531K | Put options by funds: $215K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

5% more funds holding

Funds holding: 148155 (+7)

1.36% more ownership

Funds ownership: 62.63%63.99% (+1.4%)

1% more capital invested

Capital invested by funds: $472M → $478M (+$5.93M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.04%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.75M -$9.92K -76 -0.5%
ES
52
Eagle Strategies
New York
$1.71M +$42.8K +328 +2%
EP
53
Essential Planning
New Hampshire
$1.65M +$1.65M +12,675 New
AF
54
Allworth Financial
California
$1.62M +$1.66M +12,735 New
JWCA
55
J.W. Cole Advisors
Florida
$1.55M -$140K -1,076 -8%
PA
56
PFG Advisors
Arizona
$1.54M +$227K +1,739 +17%
GVAG
57
Great Valley Advisor Group
Delaware
$1.53M -$1.4M -10,730 -47%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$1.46M +$1.11M +8,490 +278%
SAF
59
Smith Anglin Financial
Texas
$1.33M -$19.6K -150 -1%
GWM
60
Geneos Wealth Management
Colorado
$1.27M -$62.6K -480 -5%
GCA
61
Genesee Capital Advisors
New York
$1.21M +$44.6K +342 +4%
GPFA
62
Game Plan Financial Advisors
Ohio
$1.19M
KF
63
KKM Financial
Illinois
$1.15M -$6.39K -49 -0.5%
KPWS
64
Kestra Private Wealth Services
Texas
$1.11M +$629K +4,819 +122%
AI
65
Atria Investments
North Carolina
$1.02M -$30.9K -237 -3%
FMP
66
Financial Management Professionals
Texas
$999K +$278K +2,128 +37%
DWA
67
Delos Wealth Advisors
Texas
$970K +$292K +2,240 +41%
MWA
68
Muirfield Wealth Advisors
North Carolina
$902K -$65.6K -503 -7%
P
69
&Partners
Tennessee
$870K +$899K +6,891 New
SWM
70
Silverlake Wealth Management
Vermont
$841K +$53.8K +412 +7%
SWP
71
Stratos Wealth Partners
Ohio
$828K -$19K -146 -2%
OC
72
Oppenheimer & Co
New York
$762K -$365K -2,797 -32%
TRCT
73
Tower Research Capital (TRC)
New York
$748K +$681K +5,221 +754%
DC
74
Davenport & Co
Virginia
$746K -$4.57K -35 -0.6%
SPIA
75
Steward Partners Investment Advisory
New York
$742K -$49.2K -377 -6%