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iShares US Insurance ETF
IAK

Overview Fund Activity

155 hedge funds and large institutions have $478M invested in iShares US Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
53
Reduced
53
Closed
20
Calls
$531K
Puts
$215K
Net Calls
+$316K
Net Calls Change
+$316K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$8.12M
2
GF
2
GGM Financials
Ohio
$7.88M
3
MMA
3
Miracle Mile Advisors
California
$7.72M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.76M
5
HCM
5
Hollencrest Capital Management
California
$4.56M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$270K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$15.8M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$735K 5,810 +459 +9%
IA
77
IFG Advisory
Georgia
$734K 5,807 +5,807 New
AR
78
Apeiron RIA
Texas
$717K 5,672 -64 -1%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$698K 5,522 +2,875 +109%
SA
80
Sanctuary Advisors
Indiana
$681K 5,229 -183 -3%
FTUS
81
Flow Traders U.S.
New York
$678K 5,358 +5,358 New
OL
82
Owen LaRue
Kentucky
$678K 5,358 -4,097 -43%
AWS
83
Atria Wealth Solutions
New York
$655K 5,181 +515 +11%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$639K 5,051 +104 +2%
PWM
85
Perigon Wealth Management
California
$627K 4,883 -3,765 -44%
SWA
86
SFMG Wealth Advisors
Texas
$595K 4,705 – –
KWA
87
Kingswood Wealth Advisors
California
$595K 4,701 +186 +4%
US Bancorp
88
US Bancorp
Minnesota
$555K 4,392 +2,592 +144%
RPCONE
89
Retirement Planning Company of New England
Rhode Island
$546K 4,313 +28 +0.7%
SCG
90
Sonata Capital Group
Washington
$506K 4,000 +250 +7%
TR
91
Tepp RIA
New Jersey
$466K 3,687 +3,687 New
CPA
92
Cardiff Park Advisors
California
$443K 3,500 – –
BHB
93
Bank Hapoalim BM
Israel
$429K 3,390 -14 -0.4%
TA
94
TFB Advisors
Kansas
$425K 3,363 +17 +0.5%
SI
95
Stephens Inc
Arkansas
$425K 3,362 -388 -10%
ATPW
96
Ashton Thomas Private Wealth
Arizona
$423K 3,346 +3,346 New
MC
97
Moors & Cabot
Massachusetts
$414K 3,270 -394 -11%
SCM
98
Saxony Capital Management
Missouri
$413K 3,268 -563 -15%
BAM
99
Belpointe Asset Management
Nevada
$406K 3,160 -213 -6%
Citadel Advisors
100
Citadel Advisors
Florida
$402K 3,175 -459 -13%
2 3
4
5 6