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iShares US Insurance ETF

28 hedge funds and large institutions have $53.7M invested in iShares US Insurance ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $43.5M → $53.7M (+$10.2M)

4% more funds holding

Funds holding: 2728 (+1)

3.04% more ownership

Funds ownership: 29.37%32.41% (+3%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.9M +$338K +7,443 +3%
BCI
2
Brinker Capital Investments
Pennsylvania
$8.34M
Wells Fargo
3
Wells Fargo
California
$6.93M +$2.01M +44,198 +43%
Bank of America
4
Bank of America
North Carolina
$6.37M +$247K +5,424 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.52M +$1.77M +38,859 +50%
HBT
6
Hills Bank & Trust
Iowa
$2.97M -$18K -395 -0.6%
JCM
7
Janney Capital Management
Pennsylvania
$2.88M +$13.3K +293 +0.5%
MCM
8
Murphy Capital Management
New Jersey
$1.59M -$94.8K -2,085 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.57M +$1.51M +33,210 New
U
10
UBS
Switzerland
$1.1M +$200K +4,407 +23%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$831K +$17K +373 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$757K +$727K +15,991 New
DS
13
DRW Securities
Illinois
$737K +$707K +15,558 New
FAAS
14
First Allied Advisory Services
California
$585K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$584K +$45.7K +1,005 +9%
LPL Financial
16
LPL Financial
California
$527K +$108K +2,369 +27%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$464K +$445K +9,791 New
AIG
18
American International Group
New York
$281K -$1.41K -31 -0.5%
CA
19
Cetera Advisors
Colorado
$243K -$33.2K -731 -12%
Deutsche Bank
20
Deutsche Bank
Germany
$134K -$234K -5,145 -64%
MAS
21
Madden Advisory Services
Florida
$128K +$123K +2,700 New
NES
22
New England Securities
New York
$98K +$35K +771 +60%
MFS
23
MSI Financial Services
Massachusetts
$83K +$79.5K +1,750 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$80K +$91 +2 +0.1%
Citigroup
25
Citigroup
New York
$21K -$182 -4 -0.9%

IAK Hedge Fund Activity: Q4 2013 in Review

28 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2013, worth a combined $53.7M — up 24% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IAK positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.01M. The largest seller was Timber Hill, exiting entirely with an estimated $558K sold.

  • 28 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2013, up from 27 in Q3 2013.
  • Funds reported $53.7M of iShares US Insurance ETF stock for Q4 2013, up 24% quarter-over-quarter.
  • 8 funds opened new iShares US Insurance ETF positions in Q4 2013 and 6 closed out, a net change of +2 holders.
  • The largest iShares US Insurance ETF buyer in Q4 2013 was Wells Fargo, an estimated $2.01M added.
  • The largest iShares US Insurance ETF seller in Q4 2013 was Timber Hill, an estimated $558K sold.

Based on aggregated 13F filings for Q4 2013.