iShares US Insurance ETF
IAK
81 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, 35 reducing their positions, and 14 closing their positions.
1.35% more ownership
Funds ownership: 68.97% → 70.32% (+1.4%)
0% more funds holding
Funds holding: 81 → 81 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
6% less capital invested
Capital invested by funds: $255M → $238M (-$16.1M)
51% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.3M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$4.45M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.26M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.05M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.72M |
| 3 |
Jane Street
New York
|
-$2.98M |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$2.89M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.75M |
IAK Hedge Fund Activity: Q3 2023 in Review
81 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2023, worth a combined $238M — down 6.3% from $255M a quarter earlier.
Fund positioning in IAK was balanced in Q3 2023: 14 funds opened new positions, 14 closed out, 17 added to existing stakes and 35 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $12.3M. The largest seller was Wells Fargo, cutting an estimated $10.4M.
- 81 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $238M of iShares US Insurance ETF stock for Q3 2023, down 6.3% quarter-over-quarter.
- 14 funds opened new iShares US Insurance ETF positions in Q3 2023 and 14 closed out, a net change of 0 holders.
- The largest iShares US Insurance ETF buyer in Q3 2023 was Osaic Holdings, an estimated $12.3M added.
- The largest iShares US Insurance ETF seller in Q3 2023 was Wells Fargo, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2023.