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iShares US Insurance ETF

70 hedge funds and large institutions have $204M invested in iShares US Insurance ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 12 closing their positions.

Holders
70
Holders Change
+16
Holders Change %
+29.63%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
30
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.1M 712,599 +383,645 +117%
Bank of America
2
Bank of America
North Carolina
$14.5M 174,673 +129,493 +287%
Wells Fargo
3
Wells Fargo
California
$14.1M 169,771 +126,964 +297%
MML Investors Services
4
MML Investors Services
Massachusetts
$9.18M 110,676 +99,515 +892%
Stifel Financial
5
Stifel Financial
Missouri
$9M 108,423 +104,039 +2,373%
BHWA
6
Beacon Harbor Wealth Advisors
Virginia
$8.89M 107,148 +1,251 +1%
ASN
7
Advisory Services Network
Georgia
$8.2M 98,838 +98,838 New
MWM
8
MinichMacGregor Wealth Management
New York
$7.64M 92,047 +92,047 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.97M 83,967 +54,462 +185%
LPL Financial
10
LPL Financial
California
$5.82M 70,121 +26,106 +59%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.78M 69,538 +55,101 +382%
LFA
12
Legend Financial Advisors
Pennsylvania
$4.66M 56,140 +56,140 New
LAM
13
LFS Asset Management
California
$4.51M 54,346 +54,346 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.3M 51,821 +47,165 +1,013%
UBS Group
15
UBS Group
Switzerland
$4.17M 50,244 +29,459 +142%
MC
16
Martin & Co
Tennessee
$3.46M 41,645 +1,669 +4%
CCA
17
Cadent Capital Advisors
Oklahoma
$2.89M 34,786 +34,786 New
WDL
18
Well Done LLC
Michigan
$2.81M 33,841 +33,841 New
FMP
19
Financial Management Professionals
Texas
$2.61M 31,431 +31,431 New
SAM
20
SP Asset Management
California
$1.68M 20,277 +54 +0.3%
Vontobel Holding
21
Vontobel Holding
Switzerland
$1.45M 17,500 +5,000 +40%
HBT
22
Hills Bank & Trust
Iowa
$1.41M 16,990 -1,338 -7%
SMG
23
Spectrum Management Group
Indiana
$1.36M 16,444 +16,444 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.35M 16,216 +16,216 New
RJA
25
Raymond James & Associates
Florida
$1.29M 15,528 +13,266 +586%