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iShares US Insurance ETF
IAK
IAK
76 hedge funds and large institutions have $219M invested in iShares US Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
258% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 12
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
7% more capital invested
Capital invested by funds: $204M → $219M (+$15M)
7% more funds holding
Funds holding: 71 → 76 (+5)
2.71% more ownership
Funds ownership: 68.47% → 71.18% (+2.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
43
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$16.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.18M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.07M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.97M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.01M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $59 | +$37.6K | +451 | +180% |
|
|
LAM
77
LFS Asset Management
San Ramon,
California
| – | -$4.51M | -54,346 | Closed |
|
|
WP
78
WealthSource Partners
San Luis Obispo,
California
| – | -$469K | -5,650 | Closed |
|
|
BBHC
79
Brown Brothers Harriman & Co
New York
| – | -$229K | -2,762 | Closed |
|
|
CF
80
Centaurus Financial
Anaheim,
California
| – | -$164K | -1,974 | Closed |
|
|
TCWM
81
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$90K | -1,082 | Closed |
|
82
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -38 | Closed |
|
|
COCM
83
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$1K | -11 | Closed |
|
|
EWM
84
Endurance Wealth Management
Providence,
Rhode Island
| – | -$1K | -11 | Closed |
|