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iShares US Insurance ETF

44 hedge funds and large institutions have $39.5M invested in iShares US Insurance ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4244 (+2)

0.28% less ownership

Funds ownership: 41.32%41.04% (-0.28%)

14% less capital invested

Capital invested by funds: $46.1M → $39.5M (-$6.61M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$113K -$53.1K -753 -32%
ASN
27
Advisory Services Network
Georgia
$75K +$73.5K +1,042 +6,947%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$52K +$5.92K +84 +13%
AWA
29
Arkadios Wealth Advisors
Georgia
$50.9K +$47.6K +675 New
IA
30
IFP Advisors
Florida
$34K
CH
31
Canton Hathaway
Rhode Island
$33K +$20.5K +291 +174%
GWM
32
Geneos Wealth Management
Colorado
$28K -$21.1K -300 -43%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$19K
BWM
34
BerganKDV Wealth Management
Minnesota
$19K +$423 +6 +2%
FHA
35
Flagship Harbor Advisors
Massachusetts
$18K
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$17K +$16.4K +232 New
APA
37
American Portfolios Advisors
New York
$15.8K
FANJ
38
Financial Architects (New Jersey)
New Jersey
$9K
US Bancorp
39
US Bancorp
Minnesota
$7K
WFMPM
40
Woodley Farra Manion Portfolio Management
Indiana
$4K +$4.37K +62 New
SPIA
41
Steward Partners Investment Advisory
New York
$2K
CFGS
42
Concourse Financial Group Securities
Alabama
$2K +$2.33K +33 New
EWM
43
Endurance Wealth Management
Rhode Island
$1K -$77.8K -1,103 -99%
BCI
44
Brinker Capital Investments
Pennsylvania
-$4.39M -61,000 Closed
CI
45
Clal Insurance
Israel
-$2.81M -39,000 Closed
HIS
46
Harvest Investment Services
Illinois
-$206K -2,926 Closed
FAAS
47
First Allied Advisory Services
California
-$58K -814 Closed
UBS AM
48
UBS AM
Illinois
-$21.5K -299 Closed
IFWM
49
Institute for Wealth Management
Colorado
+$282 +4 New