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iShares US Insurance ETF
IAK
IAK
94 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, 39 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
558% more call options, than puts
Call options by funds: $283K | Put options by funds: $43K
2.6% more ownership
Funds ownership: 69.16% → 71.76% (+2.6%)
2% less funds holding
Funds holding: 96 → 94 (-2)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
18% less capital invested
Capital invested by funds: $389M → $318M (-$70.5M)
23% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 39
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.5%
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
39
Closed
18
Calls
$283K
Puts
$43K
Net Calls
+$240K
Net Calls Change
+$240K
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.79M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.52M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.02M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$283K | -3,095 | Closed |
|
|
CAG
102
Csenge Advisory Group
Clearwater,
Florida
| – | -$270K | -2,956 | Closed |
|
|
GCM
103
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| – | -$243K | -2,657 | Closed |
|
|
AWS
104
Atria Wealth Solutions
New York
| – | -$218K | -2,383 | Closed |
|
|
PWM
105
Perigon Wealth Management
San Francisco,
California
| – | -$204K | -2,237 | Closed |
|
|
RIA
106
Realta Investment Advisors
Wilmington,
Delaware
| – | -$24.7K | -270 | Closed |
|
|
FFA
107
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$12.4K | -135 | Closed |
|
108
JP Morgan Chase
New York
| – | -$11K | -123 | Closed |
|
|
MCC
109
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$9.14K | -100 | Closed |
|
|
ZIG
110
Zullo Investment Group
Scranton,
Pennsylvania
| – | -$5.03K | -55 | Closed |
|
|
C
111
Covestor
London,
United Kingdom
| – | -$4.18K | -46 | Closed |
|
|
AWM
112
Avior Wealth Management
Omaha,
Nebraska
| – | -$1.83K | -20 | Closed |
|