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iShares US Insurance ETF
IAK

Overview Fund Activity

35 hedge funds and large institutions have $25.1M invested in iShares US Insurance ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.47M
3
WP
3
WealthSource Partners
California
$506K
4
UBS Group
4
UBS Group
Switzerland
$479K
5
EH
5
Equitable Holdings
New York
$279K

Top Sellers

1
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$0
2
Bank of America
2
Bank of America
North Carolina
$1.18M
3
HBT
3
Hills Bank & Trust
Iowa
$1.46M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.39M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$3M 53,774 +53,774 New
MC
2
Martin & Co
Tennessee
$2.99M 53,695 -1,025 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.47M 44,337 +14,049 +46%
CS
4
Credit Suisse
Switzerland
$2.39M 42,796 – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.33M 41,800 +1,912 +5%
Citadel Advisors
6
Citadel Advisors
Florida
$1.91M 34,323 +4,579 +15%
HBT
7
Hills Bank & Trust
Iowa
$1.46M 26,258 -7,527 -22%
Morgan Stanley
8
Morgan Stanley
New York
$1.39M 24,865 -6,259 -20%
Bank of America
9
Bank of America
North Carolina
$1.18M 21,207 -8,852 -29%
SAM
10
SP Asset Management
California
$1.18M 19,681 -165 -0.8%
Wells Fargo
11
Wells Fargo
California
$751K 13,478 -536 -4%
CAGAS
12
Capital Advisory Group Advisory Services
Minnesota
$689K 12,354 +141 +1%
WP
13
WealthSource Partners
California
$506K 9,075 +9,075 New
UBS Group
14
UBS Group
Switzerland
$479K 8,599 +5,614 +188%
LPL Financial
15
LPL Financial
California
$446K 8,002 +128 +2%
EH
16
Equitable Holdings
New York
$279K 5,000 +5,000 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$276K 4,950 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$265K 4,776 -2,561 -35%
AIC
19
Ameritas Investment Company
Nebraska
$244K 4,427 – –
FHA
20
First Horizon Advisors
Tennessee
$239K 4,295 -80 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$206K 3,694 -60 -2%
ASN
22
Advisory Services Network
Georgia
$184K 3,298 -529 -14%
SPIA
23
Steward Partners Investment Advisory
New York
$97K 1,738 +1,738 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$41K 738 – –
PS
25
Planned Solutions
California
$18K 330 +330 New
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