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iShares US Insurance ETF

51 hedge funds and large institutions have $91.6M invested in iShares US Insurance ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

6% more funds holding

Funds holding: 4851 (+3)

3% more capital invested

Capital invested by funds: $88.9M → $91.6M (+$2.67M)

0.39% more ownership

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

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$334K -$2.6M -39,455 -89%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$327K
FHA
28
First Horizon Advisors
Tennessee
$320K +$9.9K +150 +3%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$309K +$78.2K +1,185 +34%
DC
30
Davenport & Co
Virginia
$303K
TH
31
Timber Hill
Connecticut
$262K +$22.8K +346 +10%
SC
32
Scotia Capital
Ontario, Canada
$248K
GFPC
33
Global Financial Private Capital
Florida
$225K +$223K +3,374 New
IA
34
IFP Advisors
Florida
$215K -$34.2K -518 -14%
SI
35
Stephens Inc
Arkansas
$212K -$27.7K -419 -12%
Bessemer Group
36
Bessemer Group
New Jersey
$193K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$179K +$108K +1,642 +158%
AG
38
Advisor Group
Arizona
$158K +$17K +257 +12%
JP Morgan Chase
39
JP Morgan Chase
New York
$108K +$14.1K +213 +15%
FAAS
40
First Allied Advisory Services
California
$47K +$46.2K +700 New
GWM
41
Geneos Wealth Management
Colorado
$46K
YWP
42
YorkBridge Wealth Partners
New York
$36K
IWM
43
IHT Wealth Management
Illinois
$30K +$29.3K +444 New
UBS AM
44
UBS AM
Illinois
$24.4K
AF
45
Advisornet Financial
Minnesota
$22K +$21.8K +330 New
APA
46
American Portfolios Advisors
New York
$11.3K +$11.2K +170 New
US Bancorp
47
US Bancorp
Minnesota
$7K
BTIS
48
BB&T Investment Services
North Carolina
$6K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$5K +$66 +1 +1%
BHB
50
Bank Hapoalim BM
Israel
$317 -$36.3K -550 -10%