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iShares US Insurance ETF

71 hedge funds and large institutions have $204M invested in iShares US Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

111% more capital invested

Capital invested by funds: $96.8M → $204M (+$108M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more funds holding

Funds holding: 5471 (+17)

11.07% more ownership

Funds ownership: 57.4%68.47% (+11%)

Holders
71
Holders Change
+17
Holders Change %
+31.48%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
30
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.1M +$33.2M +383,645 +117%
Bank of America
2
Bank of America
North Carolina
$14.5M +$11.2M +129,493 +287%
Wells Fargo
3
Wells Fargo
California
$14.1M +$11M +126,964 +297%
MML Investors Services
4
MML Investors Services
Massachusetts
$9.18M +$8.61M +99,515 +892%
Stifel Financial
5
Stifel Financial
Missouri
$9M +$9M +104,039 +2,373%
BHWA
6
Beacon Harbor Wealth Advisors
Virginia
$8.89M +$108K +1,251 +1%
ASN
7
Advisory Services Network
Georgia
$8.2M +$8.55M +98,838 New
MWM
8
MinichMacGregor Wealth Management
New York
$7.64M +$7.96M +92,047 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.97M +$4.71M +54,462 +185%
LPL Financial
10
LPL Financial
California
$5.82M +$2.26M +26,106 +59%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.78M +$4.77M +55,101 +382%
LFA
12
Legend Financial Advisors
Pennsylvania
$4.66M +$4.86M +56,140 New
LAM
13
LFS Asset Management
California
$4.51M +$4.7M +54,346 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.3M +$4.08M +47,165 +1,013%
UBS Group
15
UBS Group
Switzerland
$4.17M +$2.55M +29,459 +142%
MC
16
Martin & Co
Tennessee
$3.46M +$144K +1,669 +4%
CCA
17
Cadent Capital Advisors
Oklahoma
$2.89M +$3.01M +34,786 New
WDL
18
Well Done LLC
Michigan
$2.81M +$2.93M +33,841 New
FMP
19
Financial Management Professionals
Texas
$2.61M +$2.72M +31,431 New
SAM
20
SP Asset Management
California
$1.68M +$4.67K +54 +0.3%
Vontobel Holding
21
Vontobel Holding
Switzerland
$1.45M +$433K +5,000 +40%
HBT
22
Hills Bank & Trust
Iowa
$1.41M -$116K -1,338 -7%
SMG
23
Spectrum Management Group
Indiana
$1.36M +$1.42M +16,444 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.35M +$1.4M +16,216 New
RJA
25
Raymond James & Associates
Florida
$1.29M +$1.15M +13,266 +586%