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iShares US Insurance ETF

32 hedge funds and large institutions have $56.3M invested in iShares US Insurance ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $53.5M → $56.3M (+$2.81M)

1.36% more ownership

Funds ownership: 40.74%42.11% (+1.4%)

11% less funds holding

Funds holding: 3632 (-4)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$12.1M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.21M +$4.26M +87,400 +150%
Bank of America
3
Bank of America
North Carolina
$6.92M -$575K -11,806 -8%
Morgan Stanley
4
Morgan Stanley
New York
$5.26M +$117K +2,409 +2%
Goldman Sachs
5
Goldman Sachs
New York
$3.82M +$52.3K +1,073 +1%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.71M
HBT
7
Hills Bank & Trust
Iowa
$3.44M +$108K +2,223 +3%
Jane Street
8
Jane Street
New York
$3.39M +$3.33M +68,426 New
SG Americas Securities
9
SG Americas Securities
New York
$1.96M +$926K +19,000 +92%
CS
10
Cannell & Spears
New York
$1.44M -$14.1K -290 -1%
Wells Fargo
11
Wells Fargo
California
$1.31M -$960K -19,710 -43%
LPL Financial
12
LPL Financial
California
$1.01M -$148K -3,046 -13%
FAAS
13
First Allied Advisory Services
California
$907K -$13.4K -275 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$484K +$22.1K +454 +5%
UBS Group
15
UBS Group
Switzerland
$473K -$36.4K -747 -7%
Creative Planning
16
Creative Planning
Kansas
$449K +$439K +9,000 +10,976%
BHB
17
Bank Hapoalim BM
Israel
$410K +$403K +8,280 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$374K -$34K -697 -8%
TH
19
Timber Hill
Connecticut
$351K +$20.1K +413 +6%
BRWA
20
B. Riley Wealth Advisors
Florida
$283K -$259K -5,306 -48%
MAS
21
Madden Advisory Services
Florida
$273K
CA
22
Cetera Advisors
Colorado
$258K +$39K +800 +18%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$173K -$23K -472 -12%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$79K -$10.5K -215 -12%
S
25
SignatureFD
Georgia
$59K