iShares US Insurance ETF
IAK
54 hedge funds and large institutions have $96.8M invested in iShares US Insurance ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
258% more capital invested
Capital invested by funds: $27M → $96.8M (+$69.8M)
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
54% more funds holding
Funds holding: 35 → 54 (+19)
29.07% more ownership
Funds ownership: 28.33% → 57.4% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.3M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$12.2M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$9.18M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.82M |
| 5 |
Jane Street
New York
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.41M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$489K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$378K |
| 4 |
MC
Martin & Co
Knoxville,
Tennessee
|
-$295K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $2.01K | +$1.91K | +22 | New |
|
|
IUHSA
52
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $2K | +$1.73K | +20 | New |
|
|
COCM
53
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1K | – | – | – |
|
|
EWM
54
Endurance Wealth Management
Providence,
Rhode Island
| $1K | – | – | – |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$378K | -4,527 | Closed |
|
|
RJFSA
56
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$214K | -2,561 | Closed |
|
|
EVM
57
Eaton Vance Management
Boston,
Massachusetts
| – | -$6K | -75 | Closed |
|
IAK Hedge Fund Activity: Q1 2022 in Review
54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2022, worth a combined $96.8M — up 258% from $27M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IAK positions and 3 closed out — a net gain of 19 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was Royal Bank of Canada, cutting an estimated $1.41M.
- 54 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2022, up from 35 in Q4 2021.
- Funds reported $96.8M of iShares US Insurance ETF stock for Q1 2022, up 258% quarter-over-quarter.
- 22 funds opened new iShares US Insurance ETF positions in Q1 2022 and 3 closed out, a net change of +19 holders.
- The largest iShares US Insurance ETF buyer in Q1 2022 was Morgan Stanley, an estimated $26.3M added.
- The largest iShares US Insurance ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2022.