iShares US Insurance ETF
IAK
156 hedge funds and large institutions have $479M invested in iShares US Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 20 closing their positions.
147% more call options, than puts
Call options by funds: $531K | Put options by funds: $215K
55% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 20
5% more funds holding
Funds holding: 148 → 156 (+8)
2.06% more ownership
Funds ownership: 62.11% → 64.17% (+2.1%)
2% more capital invested
Capital invested by funds: $472M → $479M (+$7.27M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
GGM Financials
Columbus,
Ohio
|
+$8.13M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$7.96M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.55M |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$4.7M |
| 5 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$7.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.73M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.03M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.89M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.76M |
IAK Hedge Fund Activity: Q4 2024 in Review
156 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2024, worth a combined $479M — up 1.5% from $472M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IAK positions and 20 closed out — a net gain of 11 holders — while 53 added to existing stakes and 53 trimmed.
The largest buyer was GGM Financials, opening a new position worth an estimated $8.13M. The largest seller was LPL Financial, cutting an estimated $7.21M.
- 156 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2024, up from 148 in Q3 2024.
- Funds reported $479M of iShares US Insurance ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
- 31 funds opened new iShares US Insurance ETF positions in Q4 2024 and 20 closed out, a net change of +11 holders.
- The largest iShares US Insurance ETF buyer in Q4 2024 was GGM Financials, an estimated $8.13M added.
- The largest iShares US Insurance ETF seller in Q4 2024 was LPL Financial, an estimated $7.21M sold.
Based on aggregated 13F filings for Q4 2024.