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iShares US Insurance ETF
IAK

23 hedge funds and large institutions have $39.4M invested in iShares US Insurance ETF in 2013 Q2 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33.32% more ownership

Funds ownership: 0% → 33.32% (+33%)

Holders
23
Holders Change
+23
Holders Change %
–
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.3M +$10M +252,972 New
BCI
2
Brinker Capital Investments
Pennsylvania
$7.17M +$6.97M +176,000 New
Bank of America
3
Bank of America
North Carolina
$4.85M +$4.71M +119,013 New
Wells Fargo
4
Wells Fargo
California
$3.82M +$3.72M +93,817 New
HBT
5
Hills Bank & Trust
Iowa
$2.59M +$2.52M +63,540 New
JCM
6
Janney Capital Management
Pennsylvania
$2.58M +$2.5M +63,208 New
Citigroup
7
Citigroup
New York
$2.05M +$2M +50,384 New
MCM
8
Murphy Capital Management
New Jersey
$1.33M +$1.29M +32,660 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.2M +$1.17M +29,540 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$922K +$896K +22,636 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$720K +$700K +17,675 New
U
12
UBS
Switzerland
$661K +$643K +16,233 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$430K +$417K +10,540 New
LPL Financial
14
LPL Financial
California
$318K +$309K +7,802 New
SG Americas Securities
15
SG Americas Securities
New York
$123K +$119K +3,012 New
Deutsche Bank
16
Deutsche Bank
Germany
$115K +$113K +2,845 New
PFO
17
Pathstone Family Office
New Jersey
$81K +$78.5K +1,981 New
AIG
18
American International Group
New York
$40.8K +$39.6K +1,000 New
NES
19
New England Securities
New York
$26K +$25.6K +646 New
CA
20
CapWealth Advisors
Tennessee
$12K +$11.9K +300 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$8K +$7.92K +200 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$8K +$7.92K +200 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$4K +$3.96K +100 New

IAK Hedge Fund Activity: Q2 2013 in Review

23 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2013, worth a combined $39.4M.

Buyers outnumbered sellers: 23 funds opened new IAK positions and 0 closed out — a net gain of 23 holders — while 0 added to existing stakes and 0 trimmed.

  • 23 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $39.4M of iShares US Insurance ETF stock for Q2 2013.
  • 23 funds opened new iShares US Insurance ETF positions in Q2 2013 and 0 closed out, a net change of +23 holders.

Based on aggregated 13F filings for Q2 2013.