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iShares US Insurance ETF
IAK

39 hedge funds and large institutions have $41.9M invested in iShares US Insurance ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

22% more funds holding

Funds holding: 32 → 39 (+7)

12% more capital invested

Capital invested by funds: $37.4M → $41.9M (+$4.49M)

3.63% more ownership

Funds ownership: 30.86% → 34.5% (+3.6%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$1.67M
2
Jane Street
Jane Street
New York
+$1.44M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.41M
4
VKH
Virtu KCG Holdings
New York
+$1.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$976K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$1.07M
2
SG Americas Securities
SG Americas Securities
New York
-$698K
3
FAAS
First Allied Advisory Services
California
-$270K
4
Bank of America
Bank of America
North Carolina
-$267K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$236K +$248K +4,855 New
KCM
27
Karp Capital Management
California
$125K +$131K +2,565 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$85K +$7.91K +155 +10%
AIG
29
American International Group
New York
$80K +$64K +1,253 +313%
S
30
SignatureFD
Georgia
$58K – – –
WA
31
WFG Advisors
Texas
$58K – – –
MFS
32
MSI Financial Services
Massachusetts
$32K -$68.2K -1,335 -67%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$15K – – –
Citigroup
34
Citigroup
New York
$12K -$5.36K -105 -30%
RIA
35
Regal Investment Advisors
Michigan
$12K +$12.8K +250 New
AP
36
Advisors Preferred
Maryland
$11K +$11.1K +217 New
CP
37
Corbenic Partners
Pennsylvania
$10K +$10.2K +200 New
Creative Planning
38
Creative Planning
Kansas
$6K -$1.07M -21,000 -99%
BRWM
39
B. Riley Wealth Management
Tennessee
– -$52K -1,030 Closed
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
– -$5K -100 Closed
TCM
41
Tradewinds Capital Management
Washington
– -$3K -50 Closed
1
2

IAK Hedge Fund Activity: Q3 2015 in Review

39 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2015, worth a combined $41.9M — up 12% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IAK positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $1.67M. The largest seller was Creative Planning, cutting an estimated $1.07M.

  • 39 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2015, up from 32 in Q2 2015.
  • Funds reported $41.9M of iShares US Insurance ETF stock for Q3 2015, up 12% quarter-over-quarter.
  • 10 funds opened new iShares US Insurance ETF positions in Q3 2015 and 3 closed out, a net change of +7 holders.
  • The largest iShares US Insurance ETF buyer in Q3 2015 was HRT Financial, an estimated $1.67M added.
  • The largest iShares US Insurance ETF seller in Q3 2015 was Creative Planning, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2015.