We are live on ! Find out more
IAK icon

iShares US Insurance ETF

37 hedge funds and large institutions have $24.1M invested in iShares US Insurance ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

9% more funds holding

Funds holding: 3437 (+3)

1% more capital invested

Capital invested by funds: $24M → $24.1M (+$161K)

4.77% less ownership

Funds ownership: 27.94%23.16% (-4.8%)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Martin & Co
Tennessee
$3.85M -$178K -2,255 -4%
Bank of America
2
Bank of America
North Carolina
$3.69M +$2M +25,400 +114%
Citadel Advisors
3
Citadel Advisors
Florida
$2.58M +$1.71M +21,658 +186%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.79M -$260K -3,299 -12%
Morgan Stanley
5
Morgan Stanley
New York
$1.77M -$38.4K -487 -2%
HBT
6
Hills Bank & Trust
Iowa
$1.66M -$22.5K -285 -1%
SAM
7
SP Asset Management
California
$1.54M +$4.97K +63 +0.3%
Wells Fargo
8
Wells Fargo
California
$1.31M +$293K +3,718 +28%
CAGAS
9
Capital Advisory Group Advisory Services
Minnesota
$1.28M +$63.6K +806 +5%
UBS Group
10
UBS Group
Switzerland
$724K +$39.4K +500 +6%
LPL Financial
11
LPL Financial
California
$701K +$64.3K +815 +10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$454K -$1.22M -15,490 -73%
FHA
13
First Horizon Advisors
Tennessee
$415K -$1.89K -24 -0.4%
EH
14
Equitable Holdings
New York
$387K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$370K -$1.5K -19 -0.4%
TRCT
16
Tower Research Capital (TRC)
New York
$318K +$324K +4,110 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$263K +$269K +3,404 New
WI
18
Wintrust Investments
Illinois
$232K +$237K +3,000 New
Osaic Holdings
19
Osaic Holdings
Arizona
$175K +$158 +2 +0.1%
US Bancorp
20
US Bancorp
Minnesota
$139K
SPIA
21
Steward Partners Investment Advisory
New York
$135K
HI
22
Harbour Investments
Wisconsin
$94K +$95.4K +1,209 New
ASN
23
Advisory Services Network
Georgia
$63K +$64.3K +815 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$57K
MA
25
Montag & Associates
Georgia
$33K +$158 +2 +0.5%