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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 %
WAG
101
Winthrop Advisory Group
Massachusetts
$272K 2,410 +2,410 New
FWCM
102
Ferguson Wellman Capital Management
Oregon
$266K 2,360 – –
CAG
103
Csenge Advisory Group
Florida
$250K 2,211 +2,211 New
SCM
104
Saxony Capital Management
Missouri
$242K 2,141 +2,141 New
Comerica Bank
105
Comerica Bank
Texas
$227K 2,008 +562 +39%
IC
106
IEQ Capital
California
$226K 2,000 – –
Ameriprise
107
Ameriprise
Minnesota
$209K 1,853 +1,853 New
Belvedere Trading
108
Belvedere Trading
Illinois
$204K 1,804 +1,804 New
US Bancorp
109
US Bancorp
Minnesota
$203K 1,800 – –
CF
110
Centaurus Financial
California
$194K 1,720 +65 +4%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$190K 1,684 +1,684 New
LFG
112
Larson Financial Group
Missouri
$188K 1,661 +86 +5%
PTC
113
Private Trust Company
Ohio
$186K 1,644 -2 -0.1%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$179K 1,582 +373 +31%
SWM
115
Spire Wealth Management
Virginia
$167K 1,483 -1,835 -55%
NS
116
NBC Securities
Alabama
$108K 965 +905 +1,508%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$77.9K 690 +690 New
YDMI
118
Y.D. More Investments
Israel
$71.1K 630 – –
MA
119
Montag & Associates
Georgia
$50.4K 446 +1 +0.2%
AF
120
Advisornet Financial
Minnesota
$48K 425 +425 New
WT
121
Washington Trust
Rhode Island
$38.8K 344 – –
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$37.6K 333 +333 New
TIM
123
Tortoise Investment Management
New York
$35.5K 314 – –
IAIM
124
International Assets Investment Management
Florida
$27K 239 +239 New
GRP
125
Global Retirement Partners
California
$23.6K 209 -50 -19%
2 3 4
5
6