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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 %
LWMI
151
Legacy Wealth Management (Idaho)
Idaho
$3.49K – – –
William Blair & Company
152
William Blair & Company
Illinois
$2.78K – – –
HNW
153
High Note Wealth
Minnesota
$1.94K +$1.94K +15 New
PS
154
Principal Securities
Iowa
$1.14K -$1.01K -8 -47%
GM
155
GeoWealth Management
Illinois
$253 -$17.7K -140 -99%
IAIM
156
International Assets Investment Management
Florida
– -$239 -30,907 Closed
Two Sigma Investments
157
Two Sigma Investments
New York
– -$1.59M -12,300 Closed
WA
158
WESPAC Advisors
California
– -$1.4M -10,828 Closed
RAS
159
RPS Advisory Solutions
Kentucky
– -$1.22M -9,430 Closed
FEM
160
Fulcrum Equity Management
Texas
– -$1.14M -8,822 Closed
PCS
161
Personal CFO Solutions
New Jersey
– -$941K -7,288 Closed
AP
162
Advisors Preferred
Maryland
– -$573K -4,428 Closed
SS
163
Sunbelt Securities
Texas
– -$519K -4,020 Closed
BCM
164
Brookstone Capital Management
Illinois
– -$388K -3,003 Closed
GS
165
GTS Securities
New York
– -$283K -2,191 Closed
LMKC
166
L.M. Kohn & Company
Ohio
– -$250K -1,934 Closed
LCGC
167
Legacy Capital Group California
California
– -$238K -1,846 Closed
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
– -$180K -1,400 Closed
NS
169
NBC Securities
Alabama
– -$124K -965 Closed
PS
170
Planned Solutions
California
– -$94.3K -731 Closed
WI
171
Wintrust Investments
Illinois
– -$46K -357 Closed
PTC
172
Private Trust Company
Ohio
– -$20.6K -160 Closed
HR
173
Howe & Rusling
New York
– -$3.24K -25 Closed
Simplex Trading
174
Simplex Trading
Illinois
– -$2K -19 Closed
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
– -$1K -9 Closed
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