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iShares US Insurance ETF
IAK
IAK
34 hedge funds and large institutions have $24M invested in iShares US Insurance ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
9% more capital invested
Capital invested by funds: $21.9M → $24M (+$2.03M)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
6% less funds holding
Funds holding: 36 → 34 (-2)
6.24% less ownership
Funds ownership: 34.17% → 27.94% (-6.2%)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
26
International Assets Investment Management
Orlando,
Florida
| $14K | – | – | – |
|
|
AWA
27
Arkadios Wealth Advisors
Atlanta,
Georgia
| $12K | +$71 | +1 | +0.6% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $9K | -$5.33K | -75 | -38% |
|
|
EVM
29
Eaton Vance Management
Boston,
Massachusetts
| $7K | +$7.11K | +100 | New |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $6K | +$71 | +1 | +1% |
|
|
PFGIA
31
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
COCM
32
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1K | – | – | – |
|
|
EWM
33
Endurance Wealth Management
Providence,
Rhode Island
| $1K | – | – | – |
|
|
IF
34
Ironwood Financial
Tucson,
Arizona
| $1K | – | – | – |
|
|
WP
35
WealthSource Partners
San Luis Obispo,
California
| – | -$540K | -8,000 | Closed |
|
36
Goldman Sachs
New York
| – | -$234K | -3,474 | Closed |
|
|
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$55K | -815 | Closed |
|
|
PS
38
Planned Solutions
Folsom,
California
| – | -$22K | -330 | Closed |
|