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iShares US Insurance ETF
IAK
IAK
35 hedge funds and large institutions have $27M invested in iShares US Insurance ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
33% more capital invested
Capital invested by funds: $20.3M → $27M (+$6.78M)
8.29% more ownership
Funds ownership: 20.04% → 28.33% (+8.3%)
6% more funds holding
Funds holding: 33 → 35 (+2)
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
MC
Martin & Co
Knoxville,
Tennessee
|
-$922K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$143K |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$129K |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$81.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$77.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $145K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $95K | – | – | – |
|
|
MA
28
Montag & Associates
Atlanta,
Georgia
| $36K | +$247 | +3 | +0.7% |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $21K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $16K | – | – | – |
|
|
EVM
31
Eaton Vance Management
Boston,
Massachusetts
| $6K | – | – | – |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
|
COCM
33
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1K | – | – | – |
|
|
EWM
34
Endurance Wealth Management
Providence,
Rhode Island
| $1K | – | – | – |
|
|
BBHC
35
Brown Brothers Harriman & Co
New York
| $231 | – | – | – |
|
|
AP
36
Advisors Preferred
Rockville,
Maryland
| – | -$129K | -1,627 | Closed |
|
|
AWA
37
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$13K | -172 | Closed |
|
|
CFGS
38
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$6.26K | -76 | Closed |
|
|
IF
39
Ironwood Financial
Tucson,
Arizona
| – | -$1K | -10 | Closed |
|