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iShares US Insurance ETF
IAK

Overview Fund Activity

148 hedge funds and large institutions have $472M invested in iShares US Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
30
Increased
60
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Castleark Management
Illinois
$8.01M
2
UBS Group
2
UBS Group
Switzerland
$14.3M
3
WAS
3
WESPAC Advisors SoCal
California
$6.52M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.7M

Top Sellers

1
FGA
1
Fortis Group Advisors
New Jersey
$2.14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$469K
3
GS
3
GTS Securities
New York
$283K
4
SCP
4
Silverleafe Capital Partners
Tennessee
$0
5
LPL Financial
5
LPL Financial
California
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.3M 428,154 +4,401 +1%
Wells Fargo
2
Wells Fargo
California
$32.1M 248,856 +24,787 +11%
MML Investors Services
3
MML Investors Services
Massachusetts
$28.2M 218,558 +3,489 +2%
SFI
4
SPC Financial Inc
Maryland
$21.6M 167,421 -11,165 -6%
LPL Financial
5
LPL Financial
California
$21.6M 167,347 -22,902 -12%
Bank of America
6
Bank of America
North Carolina
$19.9M 154,535 -8,103 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.7M 152,328 +29,484 +24%
Osaic Holdings
8
Osaic Holdings
Arizona
$19.6M 151,985 -694 -0.5%
Stifel Financial
9
Stifel Financial
Missouri
$16.6M 128,526 -10,203 -7%
UBS Group
10
UBS Group
Switzerland
$14.3M 110,528 +58,256 +111%
Goldman Sachs
11
Goldman Sachs
New York
$12.2M 94,342 +31,108 +49%
MWM
12
MinichMacGregor Wealth Management
New York
$11.7M 90,562 -2,532 -3%
ASN
13
Advisory Services Network
Georgia
$9.01M 79,809 – –
CM
14
Castleark Management
Illinois
$8.01M 62,070 +62,070 New
SWC
15
Spectrum Wealth Counsel
Indiana
$7.57M 58,628 +4,863 +9%
LFA
16
Legend Financial Advisors
Pennsylvania
$6.98M 54,064 -1,677 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$6.93M 53,709 +21,048 +64%
WAS
18
WESPAC Advisors SoCal
California
$6.52M 50,523 +46,303 +1,097%
PFS
19
Prospera Financial Services
Texas
$6.36M 49,299 +1,193 +2%
FP
20
Fiduciary Planning
Florida
$6.29M 48,742 +1,490 +3%
PAG
21
Private Advisor Group
New Jersey
$5.47M 42,402 -8,322 -16%
AWA
22
Adapt Wealth Advisors
Georgia
$5.03M 38,983 +20,431 +110%
CCA
23
Cadent Capital Advisors
Oklahoma
$5.02M 38,915 -2,543 -6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.96M 38,406 +5,022 +15%
FFS
25
Founders Financial Securities
Maryland
$4.72M 36,607 +849 +2%
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