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iShares US Insurance ETF
IAK

Overview Fund Activity

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
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.06%
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

Top Buyers

1
GF
1
GGM Financials
Ohio
$7.88M
2
MMA
2
Miracle Mile Advisors
California
$7.72M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.76M
4
HCM
4
Hollencrest Capital Management
California
$4.56M
5
WAS
5
WESPAC Advisors SoCal
California
$8.87M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$270K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$15.8M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$183K -$155K -1,226 -46%
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$171K -$15.9K -126 -9%
AWM
128
AE Wealth Management
Kansas
$145K +$145K +1,147 New
CF
129
Centaurus Financial
California
$140K -$38.6K -306 -22%
AF
130
Advisornet Financial
Minnesota
$122K +$21.1K +167 +21%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$112K +$86K +680 +325%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$82.4K -$2.42M -19,167 -97%
YDMI
133
Y.D. More Investments
Israel
$79.7K – – –
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$63.6K +$55.1K +439 +646%
MA
135
Montag & Associates
Georgia
$57K +$379 +3 +0.7%
ACA
136
Aptus Capital Advisors
Alabama
$54.4K +$54.4K +430 New
RPA
137
Redwood Park Advisors
California
$44K +$44K +348 New
WT
138
Washington Trust
Rhode Island
$43.5K – – –
TIM
139
Tortoise Investment Management
New York
$39.7K – – –
CCM
140
Chilton Capital Management
Texas
$36K +$36K +285 New
GRP
141
Global Retirement Partners
California
$29.2K +$2.78K +22 +11%
HI
142
Harbour Investments
Wisconsin
$25.3K +$25.3K +200 New
FFA
143
Founders Financial Alliance
North Carolina
$22.3K – – –
IA
144
IFP Advisors
Florida
$22.1K – – –
BF
145
BOK Financial
Oklahoma
$21.2K – – –
CFD
146
Creative Financial Designs
Indiana
$12.6K – – –
T
147
Tidemark
California
$11.5K – – –
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$11.4K +$11.4K +90 New
EWP
149
Elevation Wealth Partners
California
$6.58K +$6.58K +52 New
LIS
150
Legacy Investment Solutions
Idaho
$3.49K – – –
3 4 5
6
7