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iShares US Insurance ETF

48 hedge funds and large institutions have $88.9M invested in iShares US Insurance ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.39% less ownership

Funds ownership: 52.08%51.69% (-0.39%)

1% less capital invested

Capital invested by funds: $89.7M → $88.9M (-$749K)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$339K -$13.3K -210 -4%
SG Americas Securities
27
SG Americas Securities
New York
$332K -$61.7K -976 -16%
Creative Planning
28
Creative Planning
Kansas
$325K +$316K +5,000 +5,000%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$313K
NPC
30
National Planning Corporation
California
$297K -$9.17K -145 -3%
FHA
31
First Horizon Advisors
Tennessee
$297K +$19K +300 +7%
DC
32
Davenport & Co
Virginia
$289K
IA
33
IFP Advisors
Florida
$239K +$5.5K +87 +2%
SC
34
Scotia Capital
Ontario, Canada
$237K -$6.33K -100 -3%
SI
35
Stephens Inc
Arkansas
$229K
TH
36
Timber Hill
Connecticut
$229K +$227K +3,593 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$221K +$5.19K +82 +2%
Bessemer Group
38
Bessemer Group
New Jersey
$185K
AG
39
Advisor Group
Arizona
$134K -$10.8K -170 -7%
JP Morgan Chase
40
JP Morgan Chase
New York
$89K -$1.46K -23 -2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$66K
GWM
42
Geneos Wealth Management
Colorado
$44K
YWP
43
YorkBridge Wealth Partners
New York
$35K
UBS AM
44
UBS AM
Illinois
$23.3K
BTIS
45
BB&T Investment Services
North Carolina
$6K
US Bancorp
46
US Bancorp
Minnesota
$6K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4K
CPA
48
Capital Planning Advisors
California
-$250K -3,988 Closed