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iShares US Insurance ETF
IAK

42 hedge funds and large institutions have $46.1M invested in iShares US Insurance ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 39 → 42 (+3)

2% more capital invested

Capital invested by funds: $45.3M → $46.1M (+$828K)

0.01% less ownership

Funds ownership: 41.33% → 41.32% (-0.01%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$840K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$361K
3
RJA
Raymond James & Associates
Florida
+$277K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$265K
5
LPL Financial
LPL Financial
California
+$245K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$882K
2
MC
Martin & Co
Tennessee
-$759K
3
PAS
Partnervest Advisory Services
California
-$258K
4
BHB
Bank Hapoalim BM
Israel
-$208K
5
Bank of America
Bank of America
North Carolina
-$68.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$169K +$25.1K +354 +18%
AIC
27
Ameritas Investment Company
Nebraska
$167K +$164K +2,316 New
EWM
28
Endurance Wealth Management
Rhode Island
$80K +$79.1K +1,114 New
FAAS
29
First Allied Advisory Services
California
$58K +$57.8K +814 New
GWM
30
Geneos Wealth Management
Colorado
$50K – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$46K +$17.4K +245 +62%
IA
32
IFP Advisors
Florida
$34K +$33.7K +475 New
UBS AM
33
UBS AM
Illinois
$21.5K -$3.48K -49 -14%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$19K – – –
BWM
35
BerganKDV Wealth Management
Minnesota
$19K +$18.8K +265 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$18K – – –
APA
37
American Portfolios Advisors
New York
$15.9K -$12.1K -170 -43%
CH
38
Canton Hathaway
Rhode Island
$12K +$11.9K +167 New
FANJ
39
Financial Architects (New Jersey)
New Jersey
$9K – – –
US Bancorp
40
US Bancorp
Minnesota
$7K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$2K – – –
ASN
42
Advisory Services Network
Georgia
$1K – – –
PAS
43
Partnervest Advisory Services
California
– -$258K -3,650 Closed
BHB
44
Bank Hapoalim BM
Israel
– -$208K -2,935 Closed
YWP
45
YorkBridge Wealth Partners
New York
– -$39K -550 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– -$2.34K -33 Closed
1
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IAK Hedge Fund Activity: Q3 2019 in Review

42 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2019, worth a combined $46.1M — up 1.8% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IAK positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Credit Suisse, adding an estimated $840K. The largest seller was Jane Street, cutting an estimated $882K.

  • 42 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2019, up from 39 in Q2 2019.
  • Funds reported $46.1M of iShares US Insurance ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 8 funds opened new iShares US Insurance ETF positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest iShares US Insurance ETF buyer in Q3 2019 was Credit Suisse, an estimated $840K added.
  • The largest iShares US Insurance ETF seller in Q3 2019 was Jane Street, an estimated $882K sold.

Based on aggregated 13F filings for Q3 2019.