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iShares US Insurance ETF
IAK

Overview Fund Activity

100 hedge funds and large institutions have $327M invested in iShares US Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
33
Reduced
30
Closed
8
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.6M
3
LPL Financial
3
LPL Financial
California
$9.6M
4
LDB
4
Lee, Danner & Bass
Tennessee
$4.09M
5
FFS
5
Founders Financial Securities
Maryland
$3.51M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$16.3M
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
ACA
5
Aptus Capital Advisors
Alabama
$7.11K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.8M 776,710 +383,309 +97%
MML Investors Services
2
MML Investors Services
Massachusetts
$20.6M 205,695 -8,078 -4%
SFI
3
SPC Financial Inc
Maryland
$18.8M 187,574 -7,106 -4%
Bank of America
4
Bank of America
North Carolina
$18.4M 184,263 +17,188 +10%
Wells Fargo
5
Wells Fargo
California
$17.7M 176,639 +12,577 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$16.3M 162,987 -51,586 -24%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.6M 145,726 +52,653 +57%
Stifel Financial
8
Stifel Financial
Missouri
$13.4M 134,142 +13,240 +11%
MWM
9
MinichMacGregor Wealth Management
New York
$10.2M 101,691 -5,819 -5%
LPL Financial
10
LPL Financial
California
$9.6M 95,875 +49,298 +106%
ASN
11
Advisory Services Network
Georgia
$8.98M 89,726 -1,244 -1%
Goldman Sachs
12
Goldman Sachs
New York
$6.56M 65,503 +18,923 +41%
LFA
13
Legend Financial Advisors
Pennsylvania
$5.59M 55,812 -1,731 -3%
UBS Group
14
UBS Group
Switzerland
$4.55M 45,445 -397 -0.9%
CCA
15
Cadent Capital Advisors
Oklahoma
$4.33M 43,228 +101 +0.2%
FP
16
Fiduciary Planning
Florida
$4.23M 42,198 +30,630 +265%
WDL
17
Well Done LLC
Michigan
$4.21M 42,074 -3,112 -7%
LDB
18
Lee, Danner & Bass
Tennessee
$4.09M 40,859 +37,024 +965%
MC
19
Martin & Co
Tennessee
$3.92M 39,190 -1,605 -4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.72M 37,179 +19,102 +106%
FFS
21
Founders Financial Securities
Maryland
$3.51M 35,066 +35,066 New
Mariner
22
Mariner
Kansas
$3.46M 34,602 +34,602 New
CWM
23
Chicago Wealth Management
Illinois
$3.14M 31,387 +680 +2%
PFS
24
Prospera Financial Services
Texas
$3.11M 31,049 +31,049 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.72M 27,190 +21,730 +398%
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