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iShares US Insurance ETF
IAK

Overview Fund Activity

155 hedge funds and large institutions have $478M invested in iShares US Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
53
Reduced
53
Closed
20
Calls
$531K
Puts
$215K
Net Calls
+$316K
Net Calls Change
+$316K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$8.12M
2
GF
2
GGM Financials
Ohio
$7.88M
3
MMA
3
Miracle Mile Advisors
California
$7.72M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.76M
5
HCM
5
Hollencrest Capital Management
California
$4.56M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$270K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$15.8M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.1M 420,178 -7,976 -2%
MML Investors Services
2
MML Investors Services
Massachusetts
$28.6M 226,048 +7,490 +3%
Wells Fargo
3
Wells Fargo
California
$28M 221,748 -27,108 -11%
SFI
4
SPC Financial Inc
Maryland
$21.2M 167,855 +434 +0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.6M 155,233 +2,905 +2%
Stifel Financial
6
Stifel Financial
Missouri
$18.4M 145,734 +17,208 +13%
Bank of America
7
Bank of America
North Carolina
$15.8M 124,730 -29,805 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.3M 113,457 -38,528 -25%
LPL Financial
9
LPL Financial
California
$14.2M 112,097 -55,250 -33%
Goldman Sachs
10
Goldman Sachs
New York
$13.8M 108,844 +14,502 +15%
ASN
11
Advisory Services Network
Georgia
$11.9M 93,719 +13,910 +17%
MWM
12
MinichMacGregor Wealth Management
New York
$11.3M 89,573 -989 -1%
UBS Group
13
UBS Group
Switzerland
$10.3M 81,716 -28,812 -26%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.76M 77,179 +57,839 +299%
WAS
15
WESPAC Advisors SoCal
California
$8.87M 70,103 +19,580 +39%
Raymond James Financial
16
Raymond James Financial
Florida
$8.12M 64,194 +64,194 New
PFS
17
Prospera Financial Services
Texas
$7.91M 62,518 +13,219 +27%
GF
18
GGM Financials
Ohio
$7.88M 62,290 +62,290 New
MMA
19
Miracle Mile Advisors
California
$7.72M 61,038 +61,038 New
SWC
20
Spectrum Wealth Counsel
Indiana
$7.49M 59,232 +604 +1%
AWA
21
Adapt Wealth Advisors
Georgia
$7.26M 57,384 +18,401 +47%
CM
22
Castleark Management
Illinois
$6.84M 54,070 -8,000 -13%
LFA
23
Legend Financial Advisors
Pennsylvania
$6.74M 53,330 -734 -1%
FP
24
Fiduciary Planning
Florida
$6.72M 53,142 +4,400 +9%
PAG
25
Private Advisor Group
New Jersey
$5.22M 41,307 -1,095 -3%
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