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iShares US Insurance ETF
IAK

46 hedge funds and large institutions have $82.2M invested in iShares US Insurance ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

23% more capital invested

Capital invested by funds: $66.8M → $82.2M (+$15.4M)

12% more funds holding

Funds holding: 41 → 46 (+5)

7.03% more ownership

Funds ownership: 44.18% → 51.21% (+7%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$5.1M
2
MC
Martin & Co
Tennessee
+$4.17M
3
Jane Street
Jane Street
New York
+$2.54M
4
Morgan Stanley
Morgan Stanley
New York
+$1.93M
5
Goldman Sachs
Goldman Sachs
New York
+$1.84M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.17M
2
Citadel Advisors
Citadel Advisors
Florida
-$733K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$586K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$491K
5
OC
Oppenheimer & Co
New York
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
26
Capital Planning Advisors
California
$285K +$284K +4,698 New
RVM
27
Robinson Value Management
Texas
$276K – – –
NPC
28
National Planning Corporation
California
$273K – – –
FHA
29
First Horizon Advisors
Tennessee
$264K +$263K +4,355 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$255K -$586K -9,689 -70%
SI
31
Stephens Inc
Arkansas
$253K +$3.27K +54 +1%
DC
32
Davenport & Co
Virginia
$252K -$30.3K -500 -11%
Bessemer Group
33
Bessemer Group
New Jersey
$206K +$206K +3,400 New
AG
34
Advisor Group
Arizona
$123K +$16.2K +268 +15%
RCG
35
Ruggie Capital Group
Florida
$112K +$111K +1,842 New
JP Morgan Chase
36
JP Morgan Chase
New York
$81K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$57K – – –
GWM
38
Geneos Wealth Management
Colorado
$42K – – –
YWP
39
YorkBridge Wealth Partners
New York
$33K – – –
BTIS
40
BB&T Investment Services
North Carolina
$31K – – –
Citigroup
41
Citigroup
New York
$12K – – –
Creative Planning
42
Creative Planning
Kansas
$6K – – –
US Bancorp
43
US Bancorp
Minnesota
$6K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$4K +$60 +1 +1%
CCS
45
Crosspoint Capital Strategies
California
$2K – – –
Citadel Advisors
46
Citadel Advisors
Florida
– -$733K -12,349 Closed
1
2

IAK Hedge Fund Activity: Q1 2017 in Review

46 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2017, worth a combined $82.2M — up 23% from $66.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IAK positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $5.1M. The largest seller was Bank of America, cutting an estimated $2.17M.

  • 46 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2017, up from 41 in Q4 2016.
  • Funds reported $82.2M of iShares US Insurance ETF stock for Q1 2017, up 23% quarter-over-quarter.
  • 7 funds opened new iShares US Insurance ETF positions in Q1 2017 and 1 closed out, a net change of +6 holders.
  • The largest iShares US Insurance ETF buyer in Q1 2017 was Baltimore-Washington Financial Advisors, an estimated $5.1M added.
  • The largest iShares US Insurance ETF seller in Q1 2017 was Bank of America, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2017.