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iShares US Insurance ETF
IAK

Overview Fund Activity

80 hedge funds and large institutions have $238M invested in iShares US Insurance ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19.7M
2
HCA
2
Heck Capital Advisors
Wisconsin
$4.49M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$19.6M
4
FP
4
Fiduciary Planning
Florida
$1.06M
5
ACA
5
Aptus Capital Advisors
Alabama
$1.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.53M
3
Jane Street
3
Jane Street
New York
$0
4
WWM
4
WT Wealth Management
Arizona
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.1M 393,401 -25,428 -6%
Osaic Holdings
2
Osaic Holdings
Arizona
$19.7M 214,573 +134,884 +169%
MML Investors Services
3
MML Investors Services
Massachusetts
$19.6M 213,773 +13,816 +7%
SFI
4
SPC Financial Inc
Maryland
$17.8M 194,680 -7,158 -4%
Bank of America
5
Bank of America
North Carolina
$15.3M 167,075 -26,575 -14%
Wells Fargo
6
Wells Fargo
California
$15M 164,062 -114,488 -41%
Stifel Financial
7
Stifel Financial
Missouri
$11.1M 120,902 +3,170 +3%
MWM
8
MinichMacGregor Wealth Management
New York
$9.85M 107,510 -10,611 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.53M 93,073 -106,941 -53%
ASN
10
Advisory Services Network
Georgia
$8.34M 90,970 -212 -0.2%
LFA
11
Legend Financial Advisors
Pennsylvania
$5.27M 57,543 +293 +0.5%
HCA
12
Heck Capital Advisors
Wisconsin
$4.49M 48,978 +48,978 New
Goldman Sachs
13
Goldman Sachs
New York
$4.27M 46,580 -219 -0.5%
LPL Financial
14
LPL Financial
California
$4.27M 46,577 -11,118 -19%
UBS Group
15
UBS Group
Switzerland
$4.2M 45,842 -13,809 -23%
WDL
16
Well Done LLC
Michigan
$4.14M 45,186 -965 -2%
CCA
17
Cadent Capital Advisors
Oklahoma
$3.95M 43,127 +8,979 +26%
MC
18
Martin & Co
Tennessee
$3.74M 40,795 -161 -0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.93M 31,999 -3,824 -11%
CWM
20
Chicago Wealth Management
Illinois
$2.81M 30,707 -406 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.59M 28,314 -7,074 -20%
SFPG
22
Stonebridge Financial Planning Group
Florida
$2.34M 25,498 -3,495 -12%
AWM
23
AE Wealth Management
Kansas
$1.91M 20,820 +756 +4%
TFA
24
Teamwork Financial Advisors
Texas
$1.86M 20,338 +720 +4%
SAM
25
SP Asset Management
California
$1.82M 19,825 -100 -0.5%
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