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iShares US Insurance ETF
IAK

37 hedge funds and large institutions have $23.9M invested in iShares US Insurance ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more funds holding

Funds holding: 33 → 37 (+4)

3.65% less ownership

Funds ownership: 42.6% → 38.95% (-3.7%)

8% less capital invested

Capital invested by funds: $26.1M → $23.9M (-$2.19M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$642K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$528K
3
Wells Fargo
Wells Fargo
California
+$235K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$199K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$197K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.38M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.03M
3
Morgan Stanley
Morgan Stanley
New York
-$662K
4
Osaic Holdings
Osaic Holdings
Arizona
-$532K
5
LPL Financial
LPL Financial
California
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$13K – – –
IA
27
IFP Advisors
Florida
$10K -$4.21K -80 -29%
GWM
28
Geneos Wealth Management
Colorado
$10K – – –
AWA
29
Arkadios Wealth Advisors
Georgia
$9.34K -$27.1K -515 -76%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$7K – – –
US Bancorp
31
US Bancorp
Minnesota
$6K – – –
WFMPM
32
Woodley Farra Manion Portfolio Management
Indiana
$4K – – –
CFGS
33
Concourse Financial Group Securities
Alabama
$4K +$3.84K +73 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.58K +49 New
PAG
35
Private Advisor Group
New Jersey
$3K +$3K +57 New
EWM
36
Endurance Wealth Management
Rhode Island
$1K – – –
IF
37
Ironwood Financial
Arizona
$1K +$526 +10 New
Jane Street
38
Jane Street
New York
– -$237K -4,786 Closed
EH
39
Equitable Holdings
New York
– -$221K -4,460 Closed
CI
40
CAZ Investments
Texas
– -$166K -3,342 Closed
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
– -$6K -124 Closed
1
2

IAK Hedge Fund Activity: Q2 2020 in Review

37 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2020, worth a combined $23.9M — down 8.4% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IAK positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Capital Advisory Group Advisory Services, opening a new position worth an estimated $642K. The largest seller was Bank of America, cutting an estimated $2.38M.

  • 37 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2020, up from 33 in Q1 2020.
  • Funds reported $23.9M of iShares US Insurance ETF stock for Q2 2020, down 8.4% quarter-over-quarter.
  • 8 funds opened new iShares US Insurance ETF positions in Q2 2020 and 4 closed out, a net change of +4 holders.
  • The largest iShares US Insurance ETF buyer in Q2 2020 was Capital Advisory Group Advisory Services, an estimated $642K added.
  • The largest iShares US Insurance ETF seller in Q2 2020 was Bank of America, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2020.