iShares US Insurance ETF
IAK
34 hedge funds and large institutions have $54.8M invested in iShares US Insurance ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
6% more funds holding
Funds holding: 32 → 34 (+2)
5.24% more ownership
Funds ownership: 34.33% → 39.56% (+5.2%)
2% more capital invested
Capital invested by funds: $53.6M → $54.8M (+$1.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EM
EnTrustPermal Management
New York
|
+$3.42M |
| 2 |
SG Americas Securities
New York
|
+$2.74M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.33M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$763K |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.38M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$2.79M |
| 3 |
JP Morgan Chase
New York
|
-$1.63M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.51M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$513K |
IAK Hedge Fund Activity: Q2 2014 in Review
34 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2014, worth a combined $54.8M — up 2.3% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IAK positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was EnTrustPermal Management, opening a new position worth an estimated $3.42M. The largest seller was Morgan Stanley, cutting an estimated $3.38M.
- 34 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2014, up from 32 in Q1 2014.
- Funds reported $54.8M of iShares US Insurance ETF stock for Q2 2014, up 2.3% quarter-over-quarter.
- 6 funds opened new iShares US Insurance ETF positions in Q2 2014 and 4 closed out, a net change of +2 holders.
- The largest iShares US Insurance ETF buyer in Q2 2014 was EnTrustPermal Management, an estimated $3.42M added.
- The largest iShares US Insurance ETF seller in Q2 2014 was Morgan Stanley, an estimated $3.38M sold.
Based on aggregated 13F filings for Q2 2014.