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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 %
WT
101
Washington Trust
Rhode Island
$40.4K 344 – –
TIM
102
Tortoise Investment Management
New York
$36.9K 314 +314 New
GRP
103
Global Retirement Partners
California
$30.4K 259 +41 +19%
RIA
104
Realta Investment Advisors
Delaware
$22.4K 191 +191 New
T
105
Tidemark
California
$10.7K 91 – –
PCM
106
Penserra Capital Management
California
$7K 67 -6 -8%
NS
107
NBC Securities
Alabama
$7K 60 +60 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$4K 38 +38 New
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$3.86K 33 +33 New
FFA
110
Founders Financial Alliance
North Carolina
$2.94K 25 +25 New
William Blair & Company
111
William Blair & Company
Illinois
$2.58K 22 – –
Citigroup
112
Citigroup
New York
$2.35K 20 +20 New
AI
113
Atria Investments
North Carolina
– – -10,161 Closed
CFG
114
Citizens Financial Group
Rhode Island
– – -6,500 Closed
IA
115
IFG Advisory
Georgia
– – -5,761 Closed
AC
116
AlphaCore Capital
California
– – -3,158 Closed
CRI
117
Commonwealth Retirement Investments
Virginia
– – -2,302 Closed
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
– – -1,608 Closed
PS
119
Planned Solutions
California
– – -731 Closed
CAL
120
Capital Analysts LLC
Pennsylvania
– – -648 Closed
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
– – -123 Closed
ACA
122
Aptus Capital Advisors
Alabama
– – -71 Closed
WTG
123
West Tower Group
Virginia
– – -47 Closed
GG
124
Greenwood Gearhart
Arkansas
– – -12 Closed
Belvedere Trading
125
Belvedere Trading
Illinois
– – – –
2 3 4
5
6