iShares US Insurance ETF
IAK
149 hedge funds and large institutions have $472M invested in iShares US Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 14 closing their positions.
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
39% more capital inflows, than outflows
Capital inflows: $61.7M | Capital outflows: $44.4M
37% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 43
12% more funds holding
Funds holding: 133 → 149 (+16)
3.85% less ownership
Funds ownership: 65.97% → 62.12% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Castleark Management
Chicago,
Illinois
|
+$7.57M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.1M |
| 3 |
WESPAC Advisors SoCal
Pasadena,
California
|
+$5.64M |
| 4 |
Goldman Sachs
New York
|
+$3.79M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fortis Group Advisors
Westwood,
New Jersey
|
-$5.86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.8M |
| 3 |
GTS Securities
Miami,
Florida
|
-$4.01M |
| 4 |
Silverleafe Capital Partners
Germantown,
Tennessee
|
-$3.97M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.79M |
IAK Hedge Fund Activity: Q3 2024 in Review
149 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2024, worth a combined $472M — up 18% from $399M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IAK positions and 14 closed out — a net gain of 17 holders — while 59 added to existing stakes and 43 trimmed.
The largest buyer was Castleark Management, opening a new position worth an estimated $7.57M. The largest seller was Fortis Group Advisors, cutting an estimated $5.86M.
- 149 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2024, up from 133 in Q2 2024.
- Funds reported $472M of iShares US Insurance ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 31 funds opened new iShares US Insurance ETF positions in Q3 2024 and 14 closed out, a net change of +17 holders.
- The largest iShares US Insurance ETF buyer in Q3 2024 was Castleark Management, an estimated $7.57M added.
- The largest iShares US Insurance ETF seller in Q3 2024 was Fortis Group Advisors, an estimated $5.86M sold.
Based on aggregated 13F filings for Q3 2024.