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iShares US Insurance ETF

48 hedge funds and large institutions have $89.7M invested in iShares US Insurance ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

9% more capital invested

Capital invested by funds: $82.2M → $89.7M (+$7.42M)

4% more funds holding

Funds holding: 4648 (+2)

0.87% more ownership

Funds ownership: 51.21%52.08% (+0.87%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVM
26
Robinson Value Management
Texas
$350K +$63.4K +1,039 +23%
BHB
27
Bank Hapoalim BM
Israel
$346K -$112K -1,830 -25%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$307K
NPC
29
National Planning Corporation
California
$306K +$17.1K +280 +6%
DC
30
Davenport & Co
Virginia
$284K +$18.3K +300 +7%
FHA
31
First Horizon Advisors
Tennessee
$273K
CPA
32
Capital Planning Advisors
California
$250K -$43.3K -710 -15%
SC
33
Scotia Capital
Ontario, Canada
$238K +$238K +3,900 New
IA
34
IFP Advisors
Florida
$229K -$155K -2,542 -41%
SI
35
Stephens Inc
Arkansas
$225K -$35.3K -579 -14%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$209K -$433K -7,090 -68%
Bessemer Group
37
Bessemer Group
New Jersey
$182K -$30.5K -500 -15%
AG
38
Advisor Group
Arizona
$143K +$15.1K +247 +12%
JP Morgan Chase
39
JP Morgan Chase
New York
$89K +$5K +82 +6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$65K +$6.47K +106 +11%
GWM
41
Geneos Wealth Management
Colorado
$43K
YWP
42
YorkBridge Wealth Partners
New York
$35K
UBS AM
43
UBS AM
Illinois
$22.9K +$22.3K +366 New
BTIS
44
BB&T Investment Services
North Carolina
$6K -$25.5K -418 -81%
Creative Planning
45
Creative Planning
Kansas
$6K
US Bancorp
46
US Bancorp
Minnesota
$6K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4K
RCG
48
Ruggie Capital Group
Florida
-$112K -1,842 Closed
Citigroup
49
Citigroup
New York
-$12K -195 Closed
CCS
50
Crosspoint Capital Strategies
California
-$2K -39 Closed

IAK Hedge Fund Activity: Q2 2017 in Review

48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2017, worth a combined $89.7M — up 9% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IAK positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.24M. The largest seller was Jane Street, cutting an estimated $3.95M.

  • 48 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2017, up from 46 in Q1 2017.
  • Funds reported $89.7M of iShares US Insurance ETF stock for Q2 2017, up 9% quarter-over-quarter.
  • 5 funds opened new iShares US Insurance ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
  • The largest iShares US Insurance ETF buyer in Q2 2017 was Morgan Stanley, an estimated $5.24M added.
  • The largest iShares US Insurance ETF seller in Q2 2017 was Jane Street, an estimated $3.95M sold.

Based on aggregated 13F filings for Q2 2017.