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iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

19% more funds holding

Funds holding: 112133 (+21)

2.55% less ownership

Funds ownership: 68.52%65.97% (-2.5%)

10% less capital invested

Capital invested by funds: $442M → $399M (-$43.7M)

73% less call options, than puts

Call options by funds: $34K | Put options by funds: $124K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
1.92%
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

IAK Hedge Fund Activity: Q2 2024 in Review

133 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2024, worth a combined $399M — down 9.9% from $442M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IAK positions and 10 closed out — a net gain of 23 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Spectrum Wealth Counsel, adding an estimated $6.08M. The largest seller was Bank of Montreal, cutting an estimated $67.9M.

  • 133 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2024, up from 112 in Q1 2024.
  • Funds reported $399M of iShares US Insurance ETF stock for Q2 2024, down 9.9% quarter-over-quarter.
  • 33 funds opened new iShares US Insurance ETF positions in Q2 2024 and 10 closed out, a net change of +23 holders.
  • The largest iShares US Insurance ETF buyer in Q2 2024 was Spectrum Wealth Counsel, an estimated $6.08M added.
  • The largest iShares US Insurance ETF seller in Q2 2024 was Bank of Montreal, an estimated $67.9M sold.

Based on aggregated 13F filings for Q2 2024.