IAK icon

iShares US Insurance ETF
IAK

Overview Fund Activity

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.

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

1
Morgan Stanley
1
Morgan Stanley
New York
$30M
2
EF
2
Empowered Funds
Pennsylvania
$12.8M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$9.66M
4
LPL Financial
4
LPL Financial
California
$4.02M
5
Jane Street
5
Jane Street
New York
$2.69M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.69M
2
TRCT
2
Tower Research Capital (TRC)
New York
$338K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
MC
4
Martin & Co
Tennessee
$3.65M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30M 328,954 +303,100 +1,172%
EF
2
Empowered Funds
Pennsylvania
$12.8M 140,591 +140,591 New
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$9.66M 105,897 +105,897 New
Bank of America
4
Bank of America
North Carolina
$4.12M 45,180 +13,745 +44%
LPL Financial
5
LPL Financial
California
$4.02M 44,015 +32,599 +286%
Wells Fargo
6
Wells Fargo
California
$3.9M 42,807 +27,690 +183%
MC
7
Martin & Co
Tennessee
$3.65M 39,976 -3,407 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.9M 31,778 +5,408 +21%
Jane Street
9
Jane Street
New York
$2.69M 29,523 +29,523 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.69M 29,505 -16,222 -35%
UBS Group
11
UBS Group
Switzerland
$1.9M 20,785 +10,440 +101%
SAM
12
SP Asset Management
California
$1.85M 20,223 +61 +0.3%
HBT
13
Hills Bank & Trust
Iowa
$1.67M 18,328 -1,227 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.32M 14,437 +12,047 +504%
Goldman Sachs
15
Goldman Sachs
New York
$1.2M 13,174 +13,174 New
WEG
16
World Equity Group
Illinois
$1.14M 12,534 +12,534 New
Vontobel Holding
17
Vontobel Holding
Switzerland
$1.14M 12,500 +12,500 New
MML Investors Services
18
MML Investors Services
Massachusetts
$1.02M 11,161 +11,161 New
SAF
19
Smith Anglin Financial
Texas
$907K 9,946 +2,136 +27%
CAGAS
20
Capital Advisory Group Advisory Services
Minnesota
$829K 9,092 -41 -0.4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$583K 6,387 +1,175 +23%
SCA
22
Southern Capital Advisors
Tennessee
$526K 5,766 +5,766 New
WP
23
WealthSource Partners
California
$497K 5,450 +5,450 New
RPCONE
24
Retirement Planning Company of New England
Rhode Island
$470K 5,158 +14 +0.3%
EH
25
Equitable Holdings
New York
$456K 5,000 – –
1
2 3