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iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $531K | Put options by funds: $215K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

5% more funds holding

Funds holding: 148155 (+7)

1.36% more ownership

Funds ownership: 62.63%63.99% (+1.4%)

1% more capital invested

Capital invested by funds: $472M → $478M (+$5.93M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.04%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.1M -$1.04M -7,976 -2%
MML Investors Services
2
MML Investors Services
Massachusetts
$28.6M +$977K +7,490 +3%
Wells Fargo
3
Wells Fargo
California
$28M -$3.54M -27,108 -11%
SFI
4
SPC Financial Inc
Maryland
$21.2M +$56.6K +434 +0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.6M +$379K +2,905 +2%
Stifel Financial
6
Stifel Financial
Missouri
$18.4M +$2.25M +17,208 +13%
Bank of America
7
Bank of America
North Carolina
$15.8M -$3.89M -29,805 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.3M -$5.03M -38,528 -25%
LPL Financial
9
LPL Financial
California
$14.2M -$7.21M -55,250 -33%
Goldman Sachs
10
Goldman Sachs
New York
$13.8M +$1.89M +14,502 +15%
ASN
11
Advisory Services Network
Georgia
$11.9M +$1.81M +13,910 +17%
MWM
12
MinichMacGregor Wealth Management
New York
$11.3M -$129K -989 -1%
UBS Group
13
UBS Group
Switzerland
$10.3M -$3.76M -28,812 -26%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.76M +$7.55M +57,839 +299%
WAS
15
WESPAC Advisors SoCal
California
$8.87M +$2.55M +19,580 +39%
Raymond James Financial
16
Raymond James Financial
Florida
$8.12M +$8.38M +64,194 New
PFS
17
Prospera Financial Services
Texas
$7.91M +$1.72M +13,219 +27%
GF
18
GGM Financials
Ohio
$7.88M +$8.13M +62,290 New
MMA
19
Miracle Mile Advisors
California
$7.72M +$7.96M +61,038 New
SWC
20
Spectrum Wealth Counsel
Indiana
$7.49M +$78.8K +604 +1%
AWA
21
Adapt Wealth Advisors
Georgia
$7.26M +$2.4M +18,401 +47%
CM
22
Castleark Management
Illinois
$6.84M -$1.04M -8,000 -13%
LFA
23
Legend Financial Advisors
Pennsylvania
$6.74M -$95.8K -734 -1%
FP
24
Fiduciary Planning
Florida
$6.72M +$574K +4,400 +9%
PAG
25
Private Advisor Group
New Jersey
$5.22M -$143K -1,095 -3%