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iShares US Insurance ETF
IAK

Overview Fund Activity

80 hedge funds and large institutions have $254M invested in iShares US Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
25
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.98M
2
AWM
2
AE Wealth Management
Kansas
$1.76M
3
TFA
3
Teamwork Financial Advisors
Texas
$1.72M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.26M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.25M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17M
2
LPL Financial
2
LPL Financial
California
$5.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FMP
4
Financial Management Professionals
Texas
$84K
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$17.6K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$13.4K -$6.79K -77 -34%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$8.25K -$580K -3,656 -99%
CFGS
79
Concourse Financial Group Securities
Alabama
$2.2K -$3.78K -43 -63%
William Blair & Company
80
William Blair & Company
Illinois
$1.93K – – –
FEM
81
Fulcrum Equity Management
Texas
– -$2.29M -26,697 Closed
HighTower Advisors
82
HighTower Advisors
Illinois
– -$2.17M -25,326 Closed
CCG
83
Capital CS Group
California
– -$1.51M -17,614 Closed
LCGC
84
Legacy Capital Group California
California
– -$1.39M -16,236 Closed
TI
85
TTP Investments
California
– -$829K -9,677 Closed
Truist Financial
86
Truist Financial
North Carolina
– -$778K -9,088 Closed
EFS
87
Essex Financial Services
Connecticut
– -$647K -7,554 Closed
SCA
88
Southern Capital Advisors
Tennessee
– -$585K -6,832 Closed
IA
89
IFG Advisory
Georgia
– -$543K -6,342 Closed
HF
90
HRT Financial
New York
– -$351K -4,109 Closed
TPSF
91
Texas Permanent School Fund
Texas
– -$250K -2,924 Closed
SPC
92
Sigma Planning Corp
Michigan
– -$220K -2,569 Closed
PGFC
93
Peapack-Gladstone Financial Corp
New Jersey
– -$204K -2,295 Closed
AAS
94
Ameritas Advisory Services
Nebraska
– -$70.4K -821 Closed
BAM
95
Belpointe Asset Management
Nevada
– -$66.1K -772 Closed
FCA
96
Fortis Capital Advisors
Kansas
– -$61.6K -720 Closed
TRCT
97
Tower Research Capital (TRC)
New York
– -$54K -627 Closed
LTI
98
Laffer Tengler Investments
Tennessee
– -$29.2K -341 Closed
Citigroup
99
Citigroup
New York
– -$28.1K -328 Closed
IA
100
IFP Advisors
Florida
– -$15.9K -250 Closed
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