iShares US Insurance ETF
IAK
148 hedge funds and large institutions have $472M invested in iShares US Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 14 closing their positions.
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
40% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 43
18% more capital invested
Capital invested by funds: $399M → $472M (+$73.1M)
11% more funds holding
Funds holding: 133 → 148 (+15)
3.34% less ownership
Funds ownership: 65.97% → 62.63% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Castleark Management
Chicago,
Illinois
|
+$7.57M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.1M |
| 3 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$5.64M |
| 4 |
Goldman Sachs
New York
|
+$3.79M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$5.86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.8M |
| 3 |
GS
GTS Securities
New York
|
-$4.01M |
| 4 |
SCP
Silverleafe Capital Partners
Germantown,
Tennessee
|
-$3.97M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
151
Scotia Capital
Toronto,
Ontario, Canada
| – | -$937K | -8,294 | Closed |
|
|
IA
152
IFG Advisory
Atlanta,
Georgia
| – | -$656K | -5,806 | Closed |
|
|
HF
153
HRT Financial
New York
| – | -$537K | -4,762 | Closed |
|
|
OMC
154
Old Mission Capital
Chicago,
Illinois
| – | -$494K | -4,376 | Closed |
|
|
IIA
155
IPG Investment Advisors
San Diego,
California
| – | -$474K | -4,200 | Closed |
|
156
Truist Financial
Charlotte,
North Carolina
| – | -$464K | -4,107 | Closed |
|
|
SPC
157
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$435K | -3,848 | Closed |
|
158
Ameriprise
Minneapolis,
Minnesota
| – | -$209K | -1,853 | Closed |
|
159
Belvedere Trading
Chicago,
Illinois
| – | -$204K | -1,804 | Closed |
|
160
JP Morgan Chase
New York
| – | -$77.9K | -690 | Closed |
|
|
M
161
MOTCO
San Antonio,
Texas
| – | -$23.1K | -205 | Closed |
|
|
RIA
162
Realta Investment Advisors
Wilmington,
Delaware
| – | -$21.6K | -191 | Closed |
|
IAK Hedge Fund Activity: Q3 2024 in Review
148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2024, worth a combined $472M — up 18% from $399M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IAK positions and 14 closed out — a net gain of 16 holders — while 60 added to existing stakes and 43 trimmed.
The largest buyer was Castleark Management, opening a new position worth an estimated $7.57M. The largest seller was Fortis Group Advisors, cutting an estimated $5.86M.
- 148 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2024, up from 133 in Q2 2024.
- Funds reported $472M of iShares US Insurance ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 30 funds opened new iShares US Insurance ETF positions in Q3 2024 and 14 closed out, a net change of +16 holders.
- The largest iShares US Insurance ETF buyer in Q3 2024 was Castleark Management, an estimated $7.57M added.
- The largest iShares US Insurance ETF seller in Q3 2024 was Fortis Group Advisors, an estimated $5.86M sold.
Based on aggregated 13F filings for Q3 2024.