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iShares US Insurance ETF
IAK

Overview Fund Activity

112 hedge funds and large institutions have $442M invested in iShares US Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
41
Reduced
34
Closed
12
Calls
$368K
Puts
$164K
Net Calls
+$204K
Net Calls Change
+$203K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$72.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.5M
3
LPL Financial
3
LPL Financial
California
$18.5M
4
FGA
4
Fortis Group Advisors
New Jersey
$6.54M
5
Wells Fargo
5
Wells Fargo
California
$25.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.3M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.7M
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
76
Brookstone Capital Management
Illinois
$338K 2,876 +308 +12%
IIA
77
IPG Investment Advisors
California
$317K 2,700 +2,700 New
AP
78
Advisors Preferred
Maryland
$282K 2,415 +2,415 New
FWCM
79
Ferguson Wellman Capital Management
Oregon
$277K 2,360 – –
IAA
80
Ironsides Asset Advisors
North Carolina
$274K 2,335 +2,335 New
PWM
81
Perigon Wealth Management
California
$259K 2,205 – –
AWM
82
AE Wealth Management
Kansas
$246K 2,095 +2,095 New
IC
83
IEQ Capital
California
$235K 2,000 +2,000 New
CA
84
Cetera Advisors
Colorado
$230K 1,961 -38 -2%
CAN
85
Cetera Advisor Networks
California
$227K 1,934 +1,934 New
GM
86
GeoWealth Management
Illinois
$226K 1,922 +1,922 New
NA
87
NewEdge Advisors
Louisiana
$219K 1,863 +1,093 +142%
US Bancorp
88
US Bancorp
Minnesota
$211K 1,800 – –
RJT
89
Raymond James Trust
Florida
$202K 1,718 +1,718 New
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$201K 1,713 +1,713 New
CF
91
Centaurus Financial
California
$194K 1,655 – –
PTC
92
Private Trust Company
Ohio
$193K 1,646 -1,035 -39%
LFG
93
Larson Financial Group
Missouri
$185K 1,575 +306 +24%
Comerica Bank
94
Comerica Bank
Texas
$170K 1,446 +39 +3%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$142K 1,209 -130 -10%
SS
96
Sunbelt Securities
Texas
$93.8K 799 -1,533 -66%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$88.2K 751 +534 +246%
YDMI
98
Y.D. More Investments
Israel
$74K 630 – –
MA
99
Montag & Associates
Georgia
$52.3K 445 +1 +0.2%
SWC
100
Spectrum Wealth Counsel
Indiana
$51.7K 440 +440 New
2 3
4
5 6