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iShares US Insurance ETF
IAK

Overview Fund Activity

80 hedge funds and large institutions have $254M invested in iShares US Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
25
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.98M
2
AWM
2
AE Wealth Management
Kansas
$1.76M
3
TFA
3
Teamwork Financial Advisors
Texas
$1.72M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.26M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.25M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17M
2
LPL Financial
2
LPL Financial
California
$5.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.8M
4
FMP
4
Financial Management Professionals
Texas
$84K
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.8M 418,829 -68,747 -14%
Wells Fargo
2
Wells Fargo
California
$24.5M 278,550 -9,951 -3%
SFI
3
SPC Financial Inc
Maryland
$17.7M 201,838 +4,082 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.6M 200,014 -6,913 -3%
MML Investors Services
5
MML Investors Services
Massachusetts
$17.6M 199,957 +4,340 +2%
Bank of America
6
Bank of America
North Carolina
$17M 193,650 -520,809 -73%
MWM
7
MinichMacGregor Wealth Management
New York
$10.4M 118,121 -2,575 -2%
Stifel Financial
8
Stifel Financial
Missouri
$10.3M 117,732 +286 +0.2%
ASN
9
Advisory Services Network
Georgia
$8.01M 91,182 -1,848 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$7M 79,689 -16,076 -17%
UBS Group
11
UBS Group
Switzerland
$5.24M 59,651 +376 +0.6%
LPL Financial
12
LPL Financial
California
$5.07M 57,695 -99,522 -63%
LFA
13
Legend Financial Advisors
Pennsylvania
$5.03M 57,250 +1,907 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.25M 48,379 +8,188 +20%
Goldman Sachs
15
Goldman Sachs
New York
$4.11M 46,799 +3,925 +9%
WDL
16
Well Done LLC
Michigan
$4.06M 46,151 -967 -2%
MC
17
Martin & Co
Tennessee
$3.6M 40,956 -2,027 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.15M 35,823 -14,620 -29%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.11M 35,388 -14,045 -28%
CCA
20
Cadent Capital Advisors
Oklahoma
$3M 34,148 +73 +0.2%
Jane Street
21
Jane Street
New York
$2.98M 33,936 +33,936 New
WWM
22
WT Wealth Management
Arizona
$2.89M 32,892 +1,258 +4%
CWM
23
Chicago Wealth Management
Illinois
$2.73M 31,113 -1,274 -4%
SFPG
24
Stonebridge Financial Planning Group
Florida
$2.55M 28,993 -3,748 -11%
RA
25
RFG Advisory
Alabama
$1.97M 22,358 -182 -0.8%
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