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iShares US Insurance ETF
IAK

Overview Fund Activity

133 hedge funds and large institutions have $399M invested in iShares US Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
52
Reduced
31
Closed
10
Calls
$34K
Puts
$124K
Net Calls
-$90K
Net Calls Change
-$294K

Top Buyers

1
SWC
1
Spectrum Wealth Counsel
Indiana
$6.07M
2
PAG
2
Private Advisor Group
New Jersey
$5.73M
3
SCP
3
Silverleafe Capital Partners
Tennessee
$3.97M
4
GS
4
GTS Securities
New York
$3.96M
5
LDB
5
Lee, Danner & Bass
Tennessee
$3.85M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.55M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.46M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.2M
4
LG
4
Leuthold Group
Minnesota
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.9M 423,753 +19,510 +5%
Wells Fargo
2
Wells Fargo
California
$25.3M 224,069 +5,674 +3%
MML Investors Services
3
MML Investors Services
Massachusetts
$24.3M 215,069 +4,442 +2%
LPL Financial
4
LPL Financial
California
$21.5M 190,249 +32,631 +21%
SFI
5
SPC Financial Inc
Maryland
$20.2M 178,586 -3,054 -2%
Bank of America
6
Bank of America
North Carolina
$18.4M 162,638 -2,048 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$17.2M 152,679 -20,456 -12%
Stifel Financial
8
Stifel Financial
Missouri
$15.7M 138,729 +13,895 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.9M 122,844 +687 +0.6%
MWM
10
MinichMacGregor Wealth Management
New York
$10.5M 93,094 -3,085 -3%
ASN
11
Advisory Services Network
Georgia
$9.01M 79,809 -4,360 -5%
FGA
12
Fortis Group Advisors
New Jersey
$7.3M 64,687 +8,980 +16%
Goldman Sachs
13
Goldman Sachs
New York
$7.14M 63,234 +4,456 +8%
LFA
14
Legend Financial Advisors
Pennsylvania
$6.29M 55,741 +406 +0.7%
SWC
15
Spectrum Wealth Counsel
Indiana
$6.07M 53,765 +53,325 +12,119%
UBS Group
16
UBS Group
Switzerland
$5.9M 52,272 +1,500 +3%
PAG
17
Private Advisor Group
New Jersey
$5.73M 50,724 +38,012 +299%
PFS
18
Prospera Financial Services
Texas
$5.43M 48,106 +13,939 +41%
FP
19
Fiduciary Planning
Florida
$5.34M 47,252 +3,080 +7%
Citadel Advisors
20
Citadel Advisors
Florida
$4.85M 42,989 +14,128 +49%
CCA
21
Cadent Capital Advisors
Oklahoma
$4.68M 41,458 -574 -1%
WDL
22
Well Done LLC
Michigan
$4.51M 39,981 – –
FFS
23
Founders Financial Securities
Maryland
$4.04M 35,758 +898 +3%
SCP
24
Silverleafe Capital Partners
Tennessee
$3.97M 35,129 +35,129 New
GS
25
GTS Securities
New York
$3.96M 35,078 +35,078 New
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