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iShares US Insurance ETF
IAK

Overview Fund Activity

133 hedge funds and large institutions have $399M invested in iShares US Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
52
Reduced
31
Closed
10
Calls
$34K
Puts
$124K
Net Calls
-$90K
Net Calls Change
-$294K

Top Buyers

1
SWC
1
Spectrum Wealth Counsel
Indiana
$6.07M
2
PAG
2
Private Advisor Group
New Jersey
$5.73M
3
SCP
3
Silverleafe Capital Partners
Tennessee
$3.97M
4
GS
4
GTS Securities
New York
$3.96M
5
LPL Financial
5
LPL Financial
California
$21.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.55M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.46M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.2M
4
LG
4
Leuthold Group
Minnesota
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.77M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$541K 4,794 -1,845 -28%
HF
77
HRT Financial
New York
$537K 4,762 +4,762 New
SWA
78
SFMG Wealth Advisors
Texas
$531K 4,705 – –
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$519K 4,594 +412 +10%
KPWS
80
Kestra Private Wealth Services
Texas
$501K 4,441 – –
OMC
81
Old Mission Capital
Illinois
$494K 4,376 +4,376 New
RPCONE
82
Retirement Planning Company of New England
Rhode Island
$494K 4,375 -12 -0.3%
KWA
83
Kingswood Wealth Advisors
California
$493K 4,369 +912 +26%
WAS
84
WESPAC Advisors SoCal
California
$477K 4,220 – –
IIA
85
IPG Investment Advisors
California
$474K 4,200 +1,500 +56%
Truist Financial
86
Truist Financial
North Carolina
$464K 4,107 +4,107 New
SA
87
Sanctuary Advisors
Indiana
$460K 4,138 +4,138 New
DWA
88
Delos Wealth Advisors
Texas
$448K 3,969 +3,969 New
SPC
89
Sigma Planning Corp
Michigan
$435K 3,848 +3,848 New
SI
90
Stephens Inc
Arkansas
$422K 3,739 +5 +0.1%
SCG
91
Sonata Capital Group
Washington
$407K 3,600 +3,600 New
CPA
92
Cardiff Park Advisors
California
$395K 3,500 – –
BHB
93
Bank Hapoalim BM
Israel
$393K 3,480 -202 -5%
AWS
94
Atria Wealth Solutions
New York
$376K 3,333 +40 +1%
AAS
95
Avantax Advisory Services
Texas
$371K 3,284 -532 -14%
MC
96
Moors & Cabot
Massachusetts
$348K 3,081 +3,081 New
FHA
97
First Horizon Advisors
Tennessee
$340K 3,014 -941 -24%
TA
98
TFB Advisors
Kansas
$339K 2,998 +2 +0.1%
BAM
99
Belpointe Asset Management
Nevada
$336K 2,971 -1,553 -34%
SS
100
Sunbelt Securities
Texas
$323K 2,858 +2,059 +258%
2 3
4
5 6