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iShares US Insurance ETF
IAK

Overview Fund Activity

112 hedge funds and large institutions have $442M invested in iShares US Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
41
Reduced
34
Closed
12
Calls
$368K
Puts
$164K
Net Calls
+$204K
Net Calls Change
+$203K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$72.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.5M
3
LPL Financial
3
LPL Financial
California
$18.5M
4
FGA
4
Fortis Group Advisors
New Jersey
$6.54M
5
Wells Fargo
5
Wells Fargo
California
$25.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.3M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.7M
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$72.5M 617,259 +611,962 +11,553%
Morgan Stanley
2
Morgan Stanley
New York
$47.5M 404,243 -372,467 -48%
Wells Fargo
3
Wells Fargo
California
$25.6M 218,395 +41,756 +24%
MML Investors Services
4
MML Investors Services
Massachusetts
$24.7M 210,627 +4,932 +2%
SFI
5
SPC Financial Inc
Maryland
$21.3M 181,640 -5,934 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$20.3M 173,135 +10,148 +6%
Bank of America
7
Bank of America
North Carolina
$19.3M 164,686 -19,577 -11%
LPL Financial
8
LPL Financial
California
$18.5M 157,618 +61,743 +64%
Stifel Financial
9
Stifel Financial
Missouri
$14.7M 124,834 -9,308 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.3M 122,157 -23,569 -16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.5M 97,837 +83,191 +568%
MWM
12
MinichMacGregor Wealth Management
New York
$11.2M 96,179 -5,512 -5%
ASN
13
Advisory Services Network
Georgia
$9.88M 84,169 -5,557 -6%
Goldman Sachs
14
Goldman Sachs
New York
$6.9M 58,778 -6,725 -10%
FGA
15
Fortis Group Advisors
New Jersey
$6.54M 55,707 +55,707 New
LFA
16
Legend Financial Advisors
Pennsylvania
$6.5M 55,335 -477 -0.9%
UBS Group
17
UBS Group
Switzerland
$5.96M 50,772 +5,327 +12%
FP
18
Fiduciary Planning
Florida
$5.19M 44,172 +1,974 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.16M 43,944 +6,765 +18%
CCA
20
Cadent Capital Advisors
Oklahoma
$4.93M 42,032 -1,196 -3%
WDL
21
Well Done LLC
Michigan
$4.69M 39,981 -2,093 -5%
MC
22
Martin & Co
Tennessee
$4.45M 37,894 -1,296 -3%
FFS
23
Founders Financial Securities
Maryland
$4.09M 34,860 -206 -0.6%
PFS
24
Prospera Financial Services
Texas
$4.01M 34,167 +3,118 +10%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.98M 33,941 +6,751 +25%
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