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iShares US Insurance ETF
IAK

Overview Fund Activity

93 hedge funds and large institutions have $318M invested in iShares US Insurance ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
30
Reduced
38
Closed
18
Calls
$283K
Puts
$43K
Net Calls
+$240K
Net Calls Change
+$240K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$17.7M
2
Bank of America
2
Bank of America
North Carolina
$61.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.37M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.17M
5
SFPG
5
Stonebridge Financial Planning Group
Florida
$2.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$59K
3
UBS Group
3
UBS Group
Switzerland
$5.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$61.2M 714,459 +30,723 +4%
Morgan Stanley
2
Morgan Stanley
New York
$41.7M 487,576 -39,358 -7%
Wells Fargo
3
Wells Fargo
California
$24.7M 288,501 -16,411 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.7M 206,927 +50,326 +32%
SFI
5
SPC Financial Inc
Maryland
$16.9M 197,756 +2,464 +1%
MML Investors Services
6
MML Investors Services
Massachusetts
$16.7M 195,617 -7,655 -4%
LPL Financial
7
LPL Financial
California
$13.5M 157,217 +7,457 +5%
MWM
8
MinichMacGregor Wealth Management
New York
$10.3M 120,696 -8,178 -6%
Stifel Financial
9
Stifel Financial
Missouri
$10.1M 117,446 +4,521 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.22M 95,765 +932 +1%
ASN
11
Advisory Services Network
Georgia
$7.97M 93,030 -6,017 -6%
UBS Group
12
UBS Group
Switzerland
$5.08M 59,275 -45,862 -44%
LFA
13
Legend Financial Advisors
Pennsylvania
$4.74M 55,343 -30 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.23M 49,433 -5,045 -9%
WDL
15
Well Done LLC
Michigan
$4.03M 47,118 +1,439 +3%
MC
16
Martin & Co
Tennessee
$3.68M 42,983 -800 -2%
Goldman Sachs
17
Goldman Sachs
New York
$3.67M 42,874 +4,947 +13%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.44M 40,191 -19,303 -32%
CCA
19
Cadent Capital Advisors
Oklahoma
$2.92M 34,075 -798 -2%
SFPG
20
Stonebridge Financial Planning Group
Florida
$2.8M 32,741 +19,836 +154%
CWM
21
Chicago Wealth Management
Illinois
$2.77M 32,387 -54 -0.2%
FMP
22
Financial Management Professionals
Texas
$2.74M 31,993 -318 -1%
WWM
23
WT Wealth Management
Arizona
$2.71M 31,634 -10,194 -24%
Citadel Advisors
24
Citadel Advisors
Florida
$2.37M 27,717 +27,717 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.37M 27,707 -10,234 -27%
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