We are live on ! Find out more
IAK icon

iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $531K | Put options by funds: $215K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

5% more funds holding

Funds holding: 148155 (+7)

1.36% more ownership

Funds ownership: 62.63%63.99% (+1.4%)

1% more capital invested

Capital invested by funds: $472M → $478M (+$5.93M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.04%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HH
101
Hilltop Holdings
Texas
$400K +$48.9K +375 +13%
WAG
102
Winthrop Advisory Group
Massachusetts
$388K +$72.5K +556 +22%
PG
103
Prostatis Group
Maryland
$386K +$398K +3,051 New
FHA
104
First Horizon Advisors
Tennessee
$381K
TSS
105
Two Sigma Securities
New York
$380K +$392K +3,005 New
CAG
106
Csenge Advisory Group
Florida
$352K +$261 +2 +0.1%
SC
107
Syon Capital
California
$300K +$309K +2,372 New
FWCM
108
Ferguson Wellman Capital Management
Oregon
$298K
GT
109
Glenview Trust
Kentucky
$297K +$307K +2,350 New
HighTower Advisors
110
HighTower Advisors
Illinois
$293K -$129K -992 -30%
HF
111
HRT Financial
New York
$272K +$281K +2,153 New
NWM
112
Nova Wealth Management
Florida
$272K +$280K +2,147 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$270K -$6.73M -51,573 -96%
IC
114
IEQ Capital
California
$253K
CIA
115
Concurrent Investment Advisors
Florida
$244K -$105K -805 -29%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$243K +$26.1K +200 +12%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$233K -$2.67M -20,464 -92%
Wolverine Trading
118
Wolverine Trading
Illinois
$231K +$240K +1,836 New
LFG
119
Larson Financial Group
Missouri
$226K +$2.61K +20 +1%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$219K -$113K -868 -33%
SWM
121
Spire Wealth Management
Virginia
$219K +$32.4K +248 +17%
Creative Planning
122
Creative Planning
Kansas
$216K +$223K +1,711 New
Belvedere Trading
123
Belvedere Trading
Illinois
$215K +$222K +1,700 New
CAM
124
Councilmark Asset Management
Tennessee
$206K
Baird Financial Group
125
Baird Financial Group
Wisconsin
$205K -$24.8K -190 -11%