iShares US Insurance ETF
IAK
32 hedge funds and large institutions have $37.4M invested in iShares US Insurance ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
11.24% less ownership
Funds ownership: 42.11% → 30.86% (-11%)
33% less capital invested
Capital invested by funds: $56.3M → $37.4M (-$18.8M)
Top Buyers
Top Sellers
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$12.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.88M |
| 3 |
Jane Street
New York
|
-$3.12M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.14M |
| 5 |
SG Americas Securities
New York
|
-$465K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWM
26
B. Riley Wealth Management
Memphis,
Tennessee
| $52K | – | – | – |
|
|
AIG
27
American International Group
New York
| $20.2K | – | – | – |
|
28
Citigroup
New York
| $18K | +$12.7K | +252 | +250% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $16K | – | – | – |
|
30
1832 Asset Management
Toronto,
Ontario, Canada
| $5K | +$5.03K | +100 | New |
|
|
TCM
31
Tradewinds Capital Management
Bellingham,
Washington
| $3K | – | – | – |
|
|
CI
32
Clal Insurance
Tel-Aviv,
Israel
| – | -$12.1M | -243,957 | Closed |
|
|
TH
33
Timber Hill
Greenwich,
Connecticut
| – | -$351K | -7,096 | Closed |
|
|
BRWA
34
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$283K | -5,716 | Closed |
|
IAK Hedge Fund Activity: Q2 2015 in Review
32 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2015, worth a combined $37.4M — down 33% from $56.3M a quarter earlier.
Fund positioning in IAK was balanced in Q2 2015: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.1M. The largest seller was Clal Insurance, exiting entirely with an estimated $12.1M sold.
- 32 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $37.4M of iShares US Insurance ETF stock for Q2 2015, down 33% quarter-over-quarter.
- 3 funds opened new iShares US Insurance ETF positions in Q2 2015 and 3 closed out, a net change of 0 holders.
- The largest iShares US Insurance ETF buyer in Q2 2015 was Susquehanna International Group, an estimated $1.1M added.
- The largest iShares US Insurance ETF seller in Q2 2015 was Clal Insurance, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2015.