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iShares US Insurance ETF

33 hedge funds and large institutions have $26.1M invested in iShares US Insurance ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1.56% more ownership

Funds ownership: 41.04%42.6% (+1.6%)

25% less funds holding

Funds holding: 4433 (-11)

34% less capital invested

Capital invested by funds: $39.5M → $26.1M (-$13.4M)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
33
Holders Change
-11
Holders Change %
-25%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$12K -$262 -4 -2%
FHA
27
Flagship Harbor Advisors
Massachusetts
$12K
GWM
28
Geneos Wealth Management
Colorado
$9K -$13.1K -200 -50%
FANJ
29
Financial Architects (New Jersey)
New Jersey
$6K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$6K +$8.13K +124 New
US Bancorp
31
US Bancorp
Minnesota
$5K
WFMPM
32
Woodley Farra Manion Portfolio Management
Indiana
$4K +$655 +10 +16%
EWM
33
Endurance Wealth Management
Rhode Island
$1K
Franklin Resources
34
Franklin Resources
California
-$1.27M -17,814 Closed
FWCM
35
Ferguson Wellman Capital Management
Oregon
-$673K -9,440 Closed
RJFSA
36
Raymond James Financial Services Advisors
Florida
-$394K -5,524 Closed
MAS
37
Madden Advisory Services
Florida
-$393K -5,515 Closed
RJA
38
Raymond James & Associates
Florida
-$285K -4,001 Closed
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
-$274K -3,840 Closed
CH
40
Canton Hathaway
Rhode Island
-$33K -458 Closed
WAP
41
Wealthcare Advisory Partners
Pennsylvania
-$17K -232 Closed
APA
42
American Portfolios Advisors
New York
-$15.8K -221 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
-$2.16K -33 Closed
SPIA
44
Steward Partners Investment Advisory
New York
-$2K -32 Closed