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iShares US Insurance ETF
IAK
IAK
32 hedge funds and large institutions have $53.6M invested in iShares US Insurance ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more funds holding
Funds holding: 28 → 32 (+4)
1.92% more ownership
Funds ownership: 32.41% → 34.33% (+1.9%)
0% less capital invested
Capital invested by funds: $53.7M → $53.6M (-$135K)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SG Americas Securities
New York
|
+$2.47M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$1.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$834K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$498K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$365K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$2.63M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$737K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$708K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$491K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $68K | -$491K | -10,845 | -88% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $60K | -$20.4K | -450 | -26% |
|
|
BRWM
28
B. Riley Wealth Management
Memphis,
Tennessee
| $23K | +$22.6K | +500 | New |
|
|
NES
29
New England Securities
New York
| $17K | -$76.9K | -1,698 | -82% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
|
AIG
31
American International Group
New York
| $9.18K | -$260K | -5,731 | -97% |
|
32
Ameriprise
Minneapolis,
Minnesota
| $9K | – | – | – |
|
|
DS
33
DRW Securities
Chicago,
Illinois
| – | -$737K | -15,558 | Closed |
|
34
Citigroup
New York
| – | -$21K | -434 | Closed |
|
|
RIA
35
Regal Investment Advisors
Kentwood,
Michigan
| – | -$2K | -35 | Closed |
|