iShares US Insurance ETF
IAK
36 hedge funds and large institutions have $56.5M 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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
240% more capital inflows, than outflows
Capital inflows: $19.5M | Capital outflows: $5.74M
9% more funds holding
Funds holding: 33 → 36 (+3)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.19M |
| 2 |
Goldman Sachs
New York
|
+$1.13M |
| 3 |
SG Americas Securities
New York
|
+$826K |
| 4 |
CC
Columbia Capital
Fullerton,
California
|
+$588K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.42M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$867K |
| 4 |
Morgan Stanley
New York
|
-$99.8K |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$77.7K |
IAK Hedge Fund Activity: Q4 2014 in Review
36 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2014, worth a combined $56.5M — up 48% from $38.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IAK positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $1.19M. The largest seller was Wells Fargo, cutting an estimated $3.42M.
- 36 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2014, up from 33 in Q3 2014.
- Funds reported $56.5M of iShares US Insurance ETF stock for Q4 2014, up 48% quarter-over-quarter.
- 9 funds opened new iShares US Insurance ETF positions in Q4 2014 and 2 closed out, a net change of +7 holders.
- The largest iShares US Insurance ETF buyer in Q4 2014 was Bank of America, an estimated $1.19M added.
- The largest iShares US Insurance ETF seller in Q4 2014 was Wells Fargo, an estimated $3.42M sold.
Based on aggregated 13F filings for Q4 2014.