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iShares US Insurance ETF
IAK

32 hedge funds and large institutions have $37.4M invested in iShares US Insurance ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

0% more funds holding

Funds holding: 32 → 32 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

11.24% less ownership

Funds ownership: 42.11% → 30.86% (-11%)

33% less capital invested

Capital invested by funds: $56.3M → $37.4M (-$18.8M)

Holders
32
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
2
Creative Planning
Creative Planning
Kansas
+$605K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$370K
4
CA
Cetera Advisors
Colorado
+$349K
5
Wells Fargo
Wells Fargo
California
+$108K

Top Sellers

1
CI
Clal Insurance
Israel
-$12.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.88M
3
Jane Street
Jane Street
New York
-$3.12M
4
Bank of America
Bank of America
North Carolina
-$2.14M
5
SG Americas Securities
SG Americas Securities
New York
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.43M +$60.9K +1,212 +1%
Bank of America
2
Bank of America
North Carolina
$4.92M -$2.14M -42,527 -30%
Goldman Sachs
3
Goldman Sachs
New York
$4M +$103K +2,044 +3%
BCI
4
Brinker Capital Investments
Pennsylvania
$3.79M – – –
HBT
5
Hills Bank & Trust
Iowa
$3.56M +$46.5K +925 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.46M -$3.88M -77,293 -53%
SG Americas Securities
7
SG Americas Securities
New York
$1.54M -$465K -9,250 -23%
CS
8
Cannell & Spears
New York
$1.52M +$50K +995 +3%
Wells Fargo
9
Wells Fargo
California
$1.45M +$108K +2,154 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.11M +$1.1M +21,900 New
Creative Planning
11
Creative Planning
Kansas
$1.07M +$605K +12,050 +133%
FAAS
12
First Allied Advisory Services
California
$904K -$23.7K -472 -3%
LPL Financial
13
LPL Financial
California
$747K -$298K -5,921 -29%
CA
14
Cetera Advisors
Colorado
$617K +$349K +6,939 +134%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$548K +$370K +7,373 +210%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$495K +$653 +13 +0.1%
UBS Group
17
UBS Group
Switzerland
$463K -$19.2K -382 -4%
BHB
18
Bank Hapoalim BM
Israel
$434K +$15.6K +310 +4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$377K -$5.38K -107 -1%
Jane Street
20
Jane Street
New York
$325K -$3.12M -62,001 -91%
MAS
21
Madden Advisory Services
Florida
$278K – – –
MFS
22
MSI Financial Services
Massachusetts
$101K +$56.9K +1,132 +131%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$80K – – –
S
24
SignatureFD
Georgia
$61K – – –
WA
25
WFG Advisors
Texas
$61K +$60.3K +1,200 New
1
2

IAK Hedge Fund Activity: Q2 2015 in Review

32 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2015, worth a combined $37.4M — down 33% from $56.3M a quarter earlier.

Fund positioning in IAK was balanced in Q2 2015: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.1M. The largest seller was Clal Insurance, exiting entirely with an estimated $12.1M sold.

  • 32 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $37.4M of iShares US Insurance ETF stock for Q2 2015, down 33% quarter-over-quarter.
  • 3 funds opened new iShares US Insurance ETF positions in Q2 2015 and 3 closed out, a net change of 0 holders.
  • The largest iShares US Insurance ETF buyer in Q2 2015 was Susquehanna International Group, an estimated $1.1M added.
  • The largest iShares US Insurance ETF seller in Q2 2015 was Clal Insurance, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2015.