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iShares US Insurance ETF

76 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, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 12

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $204M → $219M (+$15M)

7% more funds holding

Funds holding: 7176 (+5)

2.71% more ownership

Funds ownership: 68.47%71.18% (+2.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.31%
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
43
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.6M -$22.9M -274,718 -39%
Wells Fargo
2
Wells Fargo
California
$21.2M +$8.18M +98,130 +58%
SFI
3
SPC Financial Inc
Maryland
$15.5M +$16.4M +196,451 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.3M +$8.07M +96,893 +115%
MML Investors Services
5
MML Investors Services
Massachusetts
$13.5M +$4.97M +59,605 +54%
Bank of America
6
Bank of America
North Carolina
$13.3M -$557K -6,691 -4%
MWM
7
MinichMacGregor Wealth Management
New York
$10.1M +$2.92M +35,106 +38%
Stifel Financial
8
Stifel Financial
Missouri
$8.88M +$323K +3,874 +4%
ASN
9
Advisory Services Network
Georgia
$7.86M +$42K +504 +0.5%
UBS Group
10
UBS Group
Switzerland
$7.78M +$4.01M +48,134 +96%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.96M +$483K +5,803 +8%
LPL Financial
12
LPL Financial
California
$5.54M -$6.33K -76 -0.1%
LFA
13
Legend Financial Advisors
Pennsylvania
$4.41M -$29.3K -352 -0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.98M -$127K -1,523 -3%
MC
15
Martin & Co
Tennessee
$3.37M +$82.8K +994 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.19M +$2.01M +24,165 +149%
WDL
17
Well Done LLC
Michigan
$3.07M +$415K +4,979 +15%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.95M +$2.58M +31,019 +491%
CCA
19
Cadent Capital Advisors
Oklahoma
$2.76M +$10.3K +124 +0.4%
IIA
20
Integral Investment Advisors
California
$2.05M +$2.16M +25,942 New
FTUS
21
Flow Traders U.S.
New York
$2M +$1.07M +12,844 +103%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.69M +$1.38M +16,582 +349%
SAM
23
SP Asset Management
California
$1.61M +$7.5K +90 +0.4%
Vontobel Holding
24
Vontobel Holding
Switzerland
$1.58M +$208K +2,500 +14%
CCG
25
Capital CS Group
California
$1.44M +$1.52M +18,208 New