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iShares US Insurance ETF

32 hedge funds and large institutions have $53.6M invested in iShares US Insurance ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 2832 (+4)

1.92% more ownership

Funds ownership: 32.41%34.33% (+1.9%)

0% less capital invested

Capital invested by funds: $53.7M → $53.6M (-$135K)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$8.59M +$498K +11,000 +6%
Morgan Stanley
2
Morgan Stanley
New York
$7.88M -$2.63M -58,114 -25%
Bank of America
3
Bank of America
North Carolina
$7.03M +$834K +18,415 +14%
Wells Fargo
4
Wells Fargo
California
$6M -$708K -15,644 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.98M -$362K -7,992 -7%
HBT
6
Hills Bank & Trust
Iowa
$2.88M +$6.79K +150 +0.2%
JCM
7
Janney Capital Management
Pennsylvania
$2.79M -$7.56K -167 -0.3%
SG Americas Securities
8
SG Americas Securities
New York
$2.5M +$2.47M +54,441 New
JP Morgan Chase
9
JP Morgan Chase
New York
$1.63M +$98.2K +2,169 +7%
Creative Planning
10
Creative Planning
Kansas
$1.59M +$1.57M +34,705 New
MCM
11
Murphy Capital Management
New Jersey
$1.56M +$16.1K +355 +1%
U
12
UBS
Switzerland
$873K -$190K -4,199 -18%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$796K +$60.5K +1,335 +8%
FAAS
14
First Allied Advisory Services
California
$763K +$196K +4,335 +35%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$596K -$206K -4,558 -26%
LPL Financial
16
LPL Financial
California
$520K +$9.51K +210 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$451K +$1.36K +30 +0.3%
Stifel Financial
18
Stifel Financial
Missouri
$413K +$407K +8,991 New
OC
19
Oppenheimer & Co
New York
$370K +$365K +8,050 New
TH
20
Timber Hill
Connecticut
$328K +$323K +7,133 New
MAS
21
Madden Advisory Services
Florida
$253K +$127K +2,815 +104%
CA
22
Cetera Advisors
Colorado
$231K -$6.16K -136 -3%
AllianceBernstein
23
AllianceBernstein
Tennessee
$230K +$226K +5,000 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$78K +$91 +2 +0.1%
Deutsche Bank
25
Deutsche Bank
Germany
$75K -$54.3K -1,200 -42%