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iShares US Insurance ETF
IAK

Overview Fund Activity

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.

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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.38M
2
MWM
2
MinichMacGregor Wealth Management
New York
$4.93M
3
VF
3
Virtu Financial
New York
$985K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.15M
5
LPL Financial
5
LPL Financial
California
$635K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$334K
2
Morgan Stanley
2
Morgan Stanley
New York
$19.4M
3
Jane Street
3
Jane Street
New York
$0
4
EWA
4
EP Wealth Advisors
California
$1.16M
5
Wells Fargo
5
Wells Fargo
California
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$334K 5,022 -39,455 -89%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$327K 4,905 – –
FHA
28
First Horizon Advisors
Tennessee
$320K 4,805 +150 +3%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$309K 4,639 +1,185 +34%
DC
30
Davenport & Co
Virginia
$303K 4,543 – –
TH
31
Timber Hill
Connecticut
$262K 3,939 +346 +10%
SC
32
Scotia Capital
Ontario, Canada
$248K 3,800 – –
GFPC
33
Global Financial Private Capital
Florida
$225K 3,374 +3,374 New
IA
34
IFP Advisors
Florida
$215K 3,230 -518 -14%
SI
35
Stephens Inc
Arkansas
$212K 3,178 -419 -12%
Bessemer Group
36
Bessemer Group
New Jersey
$193K 2,900 – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$179K 2,683 +1,642 +158%
AG
38
Advisor Group
Arizona
$158K 2,374 +257 +12%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$108K 1,615 +213 +15%
FAAS
40
First Allied Advisory Services
California
$47K 700 +700 New
GWM
41
Geneos Wealth Management
Colorado
$46K 700 – –
YWP
42
YorkBridge Wealth Partners
New York
$36K 550 – –
IWM
43
IHT Wealth Management
Illinois
$30K 444 +444 New
UBS AM
44
UBS AM
Illinois
$24.4K 366 – –
AF
45
Advisornet Financial
Minnesota
$22K 330 +330 New
APA
46
American Portfolios Advisors
New York
$11.3K 170 +170 New
US Bancorp
47
US Bancorp
Minnesota
$7K 100 – –
BTIS
48
BB&T Investment Services
North Carolina
$6K 95 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$5K 71 +1 +1%
BHB
50
Bank Hapoalim BM
Israel
$317 4,765 -550 -10%
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2
3