iShares US Insurance ETF
IAK
33 hedge funds and large institutions have $20.3M invested in iShares US Insurance ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
3.12% less ownership
Funds ownership: 23.16% → 20.04% (-3.1%)
11% less funds holding
Funds holding: 37 → 33 (-4)
16% less capital invested
Capital invested by funds: $24.1M → $20.3M (-$3.87M)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
26
Arkadios Wealth Advisors
Atlanta,
Georgia
| $13K | +$79 | +1 | +0.6% |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $6K | +$79 | +1 | +1% |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
COCM
29
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1K | – | – | – |
|
|
EWM
30
Endurance Wealth Management
Providence,
Rhode Island
| $1K | – | – | – |
|
|
IF
31
Ironwood Financial
Tucson,
Arizona
| $1K | – | – | – |
|
|
BBHC
32
Brown Brothers Harriman & Co
New York
| $216 | +$149K | +1,886 | +215% |
|
33
Citadel Advisors
Miami,
Florida
| – | -$2.58M | -33,285 | Closed |
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$454K | -5,867 | Closed |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| – | -$94K | -1,209 | Closed |
|
|
ASN
36
Advisory Services Network
Atlanta,
Georgia
| – | -$63K | -815 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$9K | -120 | Closed |
|
|
EVM
38
Eaton Vance Management
Boston,
Massachusetts
| – | -$1.98K | -25 | -25% |
|
IAK Hedge Fund Activity: Q3 2021 in Review
33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2021, worth a combined $20.3M — down 16% from $24.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IAK and 1 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Martin & Co, adding an estimated $382K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.58M sold.
- 33 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2021, down from 37 in Q2 2021.
- Funds reported $20.3M of iShares US Insurance ETF stock for Q3 2021, down 16% quarter-over-quarter.
- 1 fund opened new iShares US Insurance ETF positions in Q3 2021 and 5 closed out, a net change of -4 holders.
- The largest iShares US Insurance ETF buyer in Q3 2021 was Martin & Co, an estimated $382K added.
- The largest iShares US Insurance ETF seller in Q3 2021 was Citadel Advisors, an estimated $2.58M sold.
Based on aggregated 13F filings for Q3 2021.