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iShares US Insurance ETF
IAK

Overview Fund Activity

37 hedge funds and large institutions have $23.9M invested in iShares US Insurance ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAGAS
1
Capital Advisory Group Advisory Services
Minnesota
$672K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.19M
3
Wells Fargo
3
Wells Fargo
California
$771K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$208K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$207K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.65M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.71M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$405K
5
LPL Financial
5
LPL Financial
California
$433K
Name Market Value Shares Shares
Change 		Shares
Change %
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$3.45M 62,711 -2,167 -3%
MC
2
Martin & Co
Tennessee
$3.01M 54,720 -200 -0.4%
CS
3
Credit Suisse
Switzerland
$2.35M 42,796 -5,994 -12%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.19M 39,888 +10,042 +34%
HBT
5
Hills Bank & Trust
Iowa
$1.86M 33,785 -760 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.71M 31,124 -12,592 -29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.67M 30,288 -19,585 -39%
Bank of America
8
Bank of America
North Carolina
$1.65M 30,059 -45,293 -60%
Citadel Advisors
9
Citadel Advisors
Florida
$1.64M 29,744 +655 +2%
Wells Fargo
10
Wells Fargo
California
$771K 14,014 +4,472 +47%
CAGAS
11
Capital Advisory Group Advisory Services
Minnesota
$672K 12,213 +12,213 New
LPL Financial
12
LPL Financial
California
$433K 7,874 -9,899 -56%
Osaic Holdings
13
Osaic Holdings
Arizona
$405K 7,337 -10,118 -58%
SAM
14
SP Asset Management
California
$388K 19,846 +109 +0.6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$272K 4,950 +165 +3%
AIC
16
Ameritas Investment Company
Nebraska
$244K 4,427 +183 +4%
FHA
17
First Horizon Advisors
Tennessee
$241K 4,375 – –
ASN
18
Advisory Services Network
Georgia
$211K 3,827 +1,529 +67%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$208K 3,790 +3,790 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$207K 3,754 +3,754 New
UBS Group
21
UBS Group
Switzerland
$164K 2,985 -2,097 -41%
BWM
22
BerganKDV Wealth Management
Minnesota
$46K 829 – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$41K 738 +19 +3%
PWP
24
Principle Wealth Partners
Connecticut
$17K 308 +308 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$14K 260 – –
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