iShares US Insurance ETF
IAK
36 hedge funds and large institutions have $21.9M invested in iShares US Insurance ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 35 → 36 (+1)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
4.85% less ownership
Funds ownership: 39.03% → 34.17% (-4.9%)
13% less capital invested
Capital invested by funds: $25.1M → $21.9M (-$3.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$251K |
| 2 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$207K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$106K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$58.3K |
| 5 |
MA
Montag & Associates
Atlanta,
Georgia
|
+$26.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.33M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$874K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Planned Solutions
Folsom,
California
| $22K | – | – | – |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $18K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
|
IAIM
29
International Assets Investment Management
Orlando,
Florida
| $14K | +$12.6K | +201 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
AWA
31
Arkadios Wealth Advisors
Atlanta,
Georgia
| $11K | +$63 | +1 | +0.6% |
|
|
CFGS
32
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
|
PFGIA
33
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | – | – | – |
|
|
EWM
34
Endurance Wealth Management
Providence,
Rhode Island
| $1K | – | – | – |
|
|
IF
35
Ironwood Financial
Tucson,
Arizona
| $1K | – | – | – |
|
|
COCM
36
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1K | +$626 | +10 | New |
|
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.33M | -41,800 | Closed |
|
|
FHA
38
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$13K | -250 | Closed |
|
IAK Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2020, worth a combined $21.9M — down 13% from $25.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IAK positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Credit Suisse, adding an estimated $251K. The largest seller was Goldman Sachs, cutting an estimated $3.15M.
- 36 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2020, up from 35 in Q3 2020.
- Funds reported $21.9M of iShares US Insurance ETF stock for Q4 2020, down 13% quarter-over-quarter.
- 3 funds opened new iShares US Insurance ETF positions in Q4 2020 and 2 closed out, a net change of +1 holder.
- The largest iShares US Insurance ETF buyer in Q4 2020 was Credit Suisse, an estimated $251K added.
- The largest iShares US Insurance ETF seller in Q4 2020 was Goldman Sachs, an estimated $3.15M sold.
Based on aggregated 13F filings for Q4 2020.