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iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3234 (+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)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$8.41M -$513K -11,000 -6%
Bank of America
2
Bank of America
North Carolina
$7.63M +$311K +6,668 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.55M +$1.33M +28,543 +26%
Wells Fargo
4
Wells Fargo
California
$6.53M +$278K +5,967 +5%
SG Americas Securities
5
SG Americas Securities
New York
$5.42M +$2.74M +58,855 +108%
Morgan Stanley
6
Morgan Stanley
New York
$4.74M -$3.38M -72,518 -42%
EM
7
EnTrustPermal Management
New York
$3.51M +$3.42M +73,393 New
HBT
8
Hills Bank & Trust
Iowa
$3.08M +$81.1K +1,741 +3%
MCM
9
Murphy Capital Management
New Jersey
$1.52M -$97.9K -2,100 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$866K +$37.3K +800 +5%
TH
11
Timber Hill
Connecticut
$859K +$505K +10,836 +152%
LPL Financial
12
LPL Financial
California
$818K +$270K +5,785 +51%
VKH
13
Virtu KCG Holdings
New York
$783K +$763K +16,380 New
FAAS
14
First Allied Advisory Services
California
$736K -$57.1K -1,225 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$641K +$19.9K +428 +3%
U
16
UBS
Switzerland
$471K -$426K -9,147 -48%
Stifel Financial
17
Stifel Financial
Missouri
$443K +$12.5K +268 +3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$427K -$40.9K -878 -9%
Jane Street
19
Jane Street
New York
$376K +$366K +7,856 New
MAS
20
Madden Advisory Services
Florida
$264K
CA
21
Cetera Advisors
Colorado
$259K +$17.1K +368 +7%
Creative Planning
22
Creative Planning
Kansas
$109K -$1.51M -32,423 -93%
Deutsche Bank
23
Deutsche Bank
Germany
$102K +$23.3K +500 +30%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$75K +$4.19K +90 +6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$70K -$10.6K -227 -13%