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iShares US Insurance ETF
IAK

Overview Fund Activity

75 hedge funds and large institutions have $219M invested in iShares US Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
42
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$21.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$13.5M
5
UBS Group
5
UBS Group
Switzerland
$7.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.6M
2
LAM
2
LFS Asset Management
California
$0
3
FMP
3
Financial Management Professionals
Texas
$865K
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
WP
5
WealthSource Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.6M 437,881 -274,718 -39%
Wells Fargo
2
Wells Fargo
California
$21.2M 267,901 +98,130 +58%
SFI
3
SPC Financial Inc
Maryland
$15.5M 196,451 +196,451 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.3M 180,860 +96,893 +115%
MML Investors Services
5
MML Investors Services
Massachusetts
$13.5M 170,281 +59,605 +54%
Bank of America
6
Bank of America
North Carolina
$13.3M 167,982 -6,691 -4%
MWM
7
MinichMacGregor Wealth Management
New York
$10.1M 127,153 +35,106 +38%
Stifel Financial
8
Stifel Financial
Missouri
$8.88M 112,297 +3,874 +4%
ASN
9
Advisory Services Network
Georgia
$7.86M 99,342 +504 +0.5%
UBS Group
10
UBS Group
Switzerland
$7.78M 98,378 +48,134 +96%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.96M 75,341 +5,803 +8%
LPL Financial
12
LPL Financial
California
$5.54M 70,045 -76 -0.1%
LFA
13
Legend Financial Advisors
Pennsylvania
$4.41M 55,788 -352 -0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.98M 50,298 -1,523 -3%
MC
15
Martin & Co
Tennessee
$3.37M 42,639 +994 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.2M 40,381 +24,165 +149%
WDL
17
Well Done LLC
Michigan
$3.07M 38,820 +4,979 +15%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.95M 37,332 +31,019 +491%
CCA
19
Cadent Capital Advisors
Oklahoma
$2.76M 34,910 +124 +0.4%
IIA
20
Integral Investment Advisors
California
$2.05M 25,942 +25,942 New
FTUS
21
Flow Traders U.S.
New York
$2M 25,274 +12,844 +103%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.69M 21,335 +16,582 +349%
SAM
23
SP Asset Management
California
$1.61M 20,367 +90 +0.4%
Vontobel Holding
24
Vontobel Holding
Switzerland
$1.58M 20,000 +2,500 +14%
CCG
25
Capital CS Group
California
$1.44M 18,208 +18,208 New
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