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iShares US Insurance ETF
IAK

Overview Fund Activity

36 hedge funds and large institutions have $53.5M invested in iShares US Insurance ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
Clal Insurance
Israel
$12.2M
2
KCM
2
Karp Capital Management
California
$2.34M
3
Bank of America
3
Bank of America
North Carolina
$7.58M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.31M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.19M
5
AP
5
Advisors Preferred
Maryland
$107K
Name Market Value Shares Shares
Change 		Shares
Change %
CI
1
Clal Insurance
Israel
$12.2M 243,957 +243,957 New
Bank of America
2
Bank of America
North Carolina
$7.58M 151,620 +24,629 +19%
Morgan Stanley
3
Morgan Stanley
New York
$5.19M 103,827 -2,062 -2%
Goldman Sachs
4
Goldman Sachs
New York
$3.8M 76,068 +23,344 +44%
BCI
5
Brinker Capital Investments
Pennsylvania
$3.75M 75,000 – –
HBT
6
Hills Bank & Trust
Iowa
$3.37M 67,381 +185 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.92M 58,360 -21,791 -27%
KCM
8
Karp Capital Management
California
$2.34M 46,789 +46,789 New
Wells Fargo
9
Wells Fargo
California
$2.31M 46,216 -70,742 -60%
MCM
10
Murphy Capital Management
New Jersey
$1.56M 31,160 -125 -0.4%
CS
11
Cannell & Spears
New York
$1.47M 29,385 +2,735 +10%
LPL Financial
12
LPL Financial
California
$1.18M 23,487 +5,152 +28%
SG Americas Securities
13
SG Americas Securities
New York
$1.03M 20,673 +17,075 +475%
FAAS
14
First Allied Advisory Services
California
$934K 18,662 -394 -2%
CC
15
Columbia Capital
California
$609K 12,158 +12,158 New
UBS Group
16
UBS Group
Switzerland
$515K 10,300 +10,300 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$466K 9,321 -448 -5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$413K 8,261 -268 -3%
TH
19
Timber Hill
Connecticut
$334K 6,683 -339 -5%
Stifel Financial
20
Stifel Financial
Missouri
$298K 5,956 +1,385 +30%
MAS
21
Madden Advisory Services
Florida
$276K 5,515 – –
CA
22
Cetera Advisors
Colorado
$221K 4,395 -873 -17%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$199K 3,977 +2,503 +170%
AP
24
Advisors Preferred
Maryland
$107K 2,140 -1,606 -43%
MFS
25
MSI Financial Services
Massachusetts
$98K 1,961 -10 -0.5%
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