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Credit Suisse’s iShares US Insurance ETF IAK Stock Holding History

Credit Suisse’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-49,803
Closed -$3.7M – 4518
2021
Q1 		$3.7M Buy
49,803
+3,000
+6% +$213K ﹤0.01% 2326
2020
Q4 		$3.16M Buy
46,803
+4,007
+9% +$251K ﹤0.01% 2470
2020
Q3 		$2.38M Hold
42,796
– – ﹤0.01% 2289
2020
Q2 		$2.35M Sell
42,796
-5,994
-12% -$315K ﹤0.01% 2251
2020
Q1 		$2.42M Buy
48,790
+463
+1% +$30.3K ﹤0.01% 2004
2019
Q4 		$3.45M Sell
48,327
-842
-2% -$59.4K ﹤0.01% 2170
2019
Q3 		$3.54M Buy
49,169
+11,832
+32% +$840K ﹤0.01% 2035
2019
Q2 		$2.64M Buy
37,337
+3,627
+11% +$247K ﹤0.01% 2248
2019
Q1 		$2.15M Buy
33,710
+12,796
+61% +$801K ﹤0.01% 2322
2018
Q4 		$1.21M Buy
20,914
+3,141
+18% +$193K ﹤0.01% 2637
2018
Q3 		$1.18M Buy
17,773
+5,849
+49% +$381K ﹤0.01% 2741
2018
Q2 		$733K Sell
11,924
-31,689
-73% -$2.03M ﹤0.01% 3229
2018
Q1 		$2.81M Buy
43,613
+38,591
+768% +$2.56M ﹤0.01% 2148
2017
Q4 		$334K Sell
5,022
-39,455
-89% -$2.6M ﹤0.01% 3590
2017
Q3 		$2.83M Buy
44,477
+19,324
+77% +$1.22M ﹤0.01% 2248
2017
Q2 		$1.57M Buy
25,153
+14,050
+127% +$857K ﹤0.01% 2389
2017
Q1 		$673K Buy
+11,103
New +$672K ﹤0.01% 3113
2016
Q4 		– Sell
-49,108
Closed -$2.6M – 4147
2016
Q3 		$2.6M Sell
49,108
-30,041
-38% -$1.56M ﹤0.01% 2187
2016
Q2 		$4.01M Buy
79,149
+73,468
+1,293% +$3.73M ﹤0.01% 1793
2016
Q1 		$283K Buy
+5,681
New +$272K ﹤0.01% 3538

Other funds holding IAK

MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's IAK Position: Q2 2021 in Review

Credit Suisse sold out of iShares US Insurance ETF (IAK) in Q2 2021, closing a stake of 49,803 shares — an estimated $3.7M sold.

Credit Suisse first reported a position in IAK in Q1 2016 and held it in 20 quarters. The position peaked at $4.01M in Q2 2016. 37 funds tracked by Wall St. Rank hold IAK as of Q2 2021.

  • Credit Suisse reported no remaining iShares US Insurance ETF position as of Q2 2021 after selling out during the quarter.
  • Credit Suisse sold 49,803 iShares US Insurance ETF shares in Q2 2021, an estimated $3.7M.
  • Credit Suisse first reported a position in iShares US Insurance ETF in Q1 2016 and held it in 20 quarters.
  • Credit Suisse's iShares US Insurance ETF position peaked at $4.01M in Q2 2016.
  • 37 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2021.

Based on Credit Suisse's 13F filing for Q2 2021, filed 16 Aug 2021.