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iShares US Insurance ETF
IAK

Overview Fund Activity

93 hedge funds and large institutions have $318M invested in iShares US Insurance ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
30
Reduced
38
Closed
18
Calls
$283K
Puts
$43K
Net Calls
+$240K
Net Calls Change
+$240K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$61.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.37M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.17M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$59K
3
UBS Group
3
UBS Group
Switzerland
$5.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Ameritas Advisory Services
Nebraska
$70.4K 821 +821 New
BAM
77
Belpointe Asset Management
Nevada
$66.1K 772 -899 -54%
FCA
78
Fortis Capital Advisors
Kansas
$61.6K 720 -951 -57%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$59K 689 -244,788 -100%
TRCT
80
Tower Research Capital (TRC)
New York
$54K 627 +627 New
YDMI
81
Y.D. More Investments
Israel
$53.9K 630 +630 New
MA
82
Montag & Associates
Georgia
$37.5K 438 +1 +0.2%
LTI
83
Laffer Tengler Investments
Tennessee
$29.2K 341 +341 New
Citigroup
84
Citigroup
New York
$28.1K 328 +328 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$19.6K 229 +120 +110%
TAM
86
Tucker Asset Management
Colorado
$19.1K 223 +223 New
LFG
87
Larson Financial Group
Missouri
$18.4K 215 +184 +594%
GWM
88
Geneos Wealth Management
Colorado
$17.1K 200 – –
IA
89
IFP Advisors
Florida
$15.9K 250 – –
ACA
90
Aptus Capital Advisors
Alabama
$14K 163 – –
CFGS
91
Concourse Financial Group Securities
Alabama
$5.82K 68 -50 -42%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$4.32K 50,443 +22,301 +79%
William Blair & Company
93
William Blair & Company
Illinois
$1.88K 22 – –
MCM
94
Mainstay Capital Management
Michigan
– – -236,795 Closed
AWM
95
AE Wealth Management
Kansas
– – -17,303 Closed
TFA
96
Teamwork Financial Advisors
Texas
– – -16,634 Closed
BCM
97
Brookstone Capital Management
Illinois
– – -10,921 Closed
PCP
98
Proficio Capital Partners
Massachusetts
– – -8,908 Closed
AAS
99
Avantax Advisory Services
Texas
– – -4,024 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
– – -3,095 Closed
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