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iShares US Insurance ETF
IAK

96 hedge funds and large institutions have $389M invested in iShares US Insurance ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

77% more capital invested

Capital invested by funds: $219M → $389M (+$169M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more funds holding

Funds holding: 76 → 96 (+20)

2.01% less ownership

Funds ownership: 71.18% → 69.16% (-2%)

Holders
96
Holders Change
+20
Holders Change %
+26.32%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
42
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.8M
3
MCM
Mainstay Capital Management
Michigan
+$21.1M
4
Morgan Stanley
Morgan Stanley
New York
+$7.95M
5
LPL Financial
LPL Financial
California
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.17M
2
IIA
Integral Investment Advisors
California
-$2.05M
3
FTUS
Flow Traders U.S.
New York
-$2M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
76
Ferguson Wellman Capital Management
Oregon
$216K +$211K +2,360 New
PWM
77
Perigon Wealth Management
California
$204K +$200K +2,237 New
US Bancorp
78
US Bancorp
Minnesota
$165K – – –
BAM
79
Belpointe Asset Management
Nevada
$153K +$149K +1,671 New
FCA
80
Fortis Capital Advisors
Kansas
$153K +$149K +1,671 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$114K -$78.1K -875 -41%
MA
82
Montag & Associates
Georgia
$39.9K +$178 +2 +0.5%
RIA
83
Realta Investment Advisors
Delaware
$24.7K +$24.1K +270 New
GWM
84
Geneos Wealth Management
Colorado
$18.3K – – –
IA
85
IFP Advisors
Florida
$16K -$161K -1,800 -88%
ACA
86
Aptus Capital Advisors
Alabama
$14.9K – – –
FFA
87
Founders Financial Alliance
North Carolina
$12.4K -$1.96K -22 -14%
JP Morgan Chase
88
JP Morgan Chase
New York
$11K +$11K +123 New
CFGS
89
Concourse Financial Group Securities
Alabama
$10.8K -$2.86K -32 -21%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$9.98K +$9.73K +109 New
MCC
91
Money Concepts Capital
Florida
$9.14K +$8.93K +100 New
ZIG
92
Zullo Investment Group
Pennsylvania
$5.03K +$4.91K +55 New
C
93
Covestor
United Kingdom
$4K +$89 +1 +2%
LFG
94
Larson Financial Group
Missouri
$2.83K +$2.77K +31 New
William Blair & Company
95
William Blair & Company
Illinois
$2.01K +$1.96K +22 New
AWM
96
Avior Wealth Management
Nebraska
$1.83K +$1.78K +20 New
IIA
97
Integral Investment Advisors
California
– -$2.05M -25,942 Closed
FTUS
98
Flow Traders U.S.
New York
– -$2M -25,274 Closed
TRCT
99
Tower Research Capital (TRC)
New York
– -$1.39M -17,606 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$1.12M -14,186 Closed
1 2 3
4
5

IAK Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2022, worth a combined $389M — up 77% from $219M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAK positions and 7 closed out — a net gain of 23 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $46M. The largest seller was Royal Bank of Canada, cutting an estimated $2.17M.

  • 96 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $389M of iShares US Insurance ETF stock for Q4 2022, up 77% quarter-over-quarter.
  • 30 funds opened new iShares US Insurance ETF positions in Q4 2022 and 7 closed out, a net change of +23 holders.
  • The largest iShares US Insurance ETF buyer in Q4 2022 was Bank of America, an estimated $46M added.
  • The largest iShares US Insurance ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $2.17M sold.

Based on aggregated 13F filings for Q4 2022.