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iShares US Insurance ETF
IAK

54 hedge funds and large institutions have $96.8M invested in iShares US Insurance ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

258% more capital invested

Capital invested by funds: $27M → $96.8M (+$69.8M)

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

54% more funds holding

Funds holding: 35 → 54 (+19)

29.07% more ownership

Funds ownership: 28.33% → 57.4% (+29%)

Holders
54
Holders Change
+19
Holders Change %
+54.29%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
16
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.3M
2
EF
Empowered Funds
Pennsylvania
+$12.2M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$9.18M
4
LPL Financial
LPL Financial
California
+$2.82M
5
Jane Street
Jane Street
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.41M
2
TRCT
Tower Research Capital (TRC)
New York
-$489K
3
Citadel Advisors
Citadel Advisors
Florida
-$378K
4
MC
Martin & Co
Tennessee
-$295K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30M +$26.3M +303,100 +1,172%
EF
2
Empowered Funds
Pennsylvania
$12.8M +$12.2M +140,591 New
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$9.66M +$9.18M +105,897 New
Bank of America
4
Bank of America
North Carolina
$4.12M +$1.19M +13,745 +44%
LPL Financial
5
LPL Financial
California
$4.01M +$2.82M +32,599 +286%
Wells Fargo
6
Wells Fargo
California
$3.9M +$2.4M +27,690 +183%
MC
7
Martin & Co
Tennessee
$3.65M -$295K -3,407 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.9M +$469K +5,408 +21%
Jane Street
9
Jane Street
New York
$2.69M +$2.56M +29,523 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.69M -$1.41M -16,222 -35%
UBS Group
11
UBS Group
Switzerland
$1.9M +$905K +10,440 +101%
SAM
12
SP Asset Management
California
$1.84M +$5.29K +61 +0.3%
HBT
13
Hills Bank & Trust
Iowa
$1.67M -$106K -1,227 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.32M +$1.04M +12,047 +504%
Goldman Sachs
15
Goldman Sachs
New York
$1.2M +$1.14M +13,174 New
WEG
16
World Equity Group
Illinois
$1.14M +$1.09M +12,534 New
Vontobel Holding
17
Vontobel Holding
Switzerland
$1.14M +$1.08M +12,500 New
MML Investors Services
18
MML Investors Services
Massachusetts
$1.02M +$967K +11,161 New
SAF
19
Smith Anglin Financial
Texas
$907K +$185K +2,136 +27%
CAGAS
20
Capital Advisory Group Advisory Services
Minnesota
$829K -$3.55K -41 -0.4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$583K +$102K +1,175 +23%
SCA
22
Southern Capital Advisors
Tennessee
$526K +$500K +5,766 New
WP
23
WealthSource Partners
California
$497K +$472K +5,450 New
RPCONE
24
Retirement Planning Company of New England
Rhode Island
$470K +$1.21K +14 +0.3%
EH
25
Equitable Holdings
New York
$456K – – –
1
2 3

IAK Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2022, worth a combined $96.8M — up 258% from $27M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAK positions and 3 closed out — a net gain of 19 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was Royal Bank of Canada, cutting an estimated $1.41M.

  • 54 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2022, up from 35 in Q4 2021.
  • Funds reported $96.8M of iShares US Insurance ETF stock for Q1 2022, up 258% quarter-over-quarter.
  • 22 funds opened new iShares US Insurance ETF positions in Q1 2022 and 3 closed out, a net change of +19 holders.
  • The largest iShares US Insurance ETF buyer in Q1 2022 was Morgan Stanley, an estimated $26.3M added.
  • The largest iShares US Insurance ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2022.