We are live on ! Find out more
IAK icon

iShares US Insurance ETF

39 hedge funds and large institutions have $41.9M invested in iShares US Insurance ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

22% more funds holding

Funds holding: 3239 (+7)

12% more capital invested

Capital invested by funds: $37.4M → $41.9M (+$4.49M)

3.63% more ownership

Funds ownership: 30.86%34.5% (+3.6%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.26M +$38.1K +746 +0.7%
Bank of America
2
Bank of America
North Carolina
$4.47M -$267K -5,229 -5%
Goldman Sachs
3
Goldman Sachs
New York
$3.82M -$32.4K -634 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.8M +$492K +9,633 +14%
BCI
5
Brinker Capital Investments
Pennsylvania
$3.77M +$128K +2,500 +3%
HBT
6
Hills Bank & Trust
Iowa
$3.38M -$50.8K -995 -1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.99M +$976K +19,117 +87%
Jane Street
8
Jane Street
New York
$1.69M +$1.44M +28,249 +440%
HF
9
HRT Financial
New York
$1.59M +$1.67M +32,800 New
Wells Fargo
10
Wells Fargo
California
$1.48M +$88.7K +1,737 +6%
CS
11
Cannell & Spears
New York
$1.46M
Citadel Advisors
12
Citadel Advisors
Florida
$1.34M +$1.41M +27,573 New
VKH
13
Virtu KCG Holdings
New York
$1.14M +$1.2M +23,518 New
SG Americas Securities
14
SG Americas Securities
New York
$814K -$698K -13,675 -45%
ACM
15
Avalon Capital Management
California
$751K +$789K +15,450 New
FAAS
16
First Allied Advisory Services
California
$617K -$270K -5,280 -29%
LPL Financial
17
LPL Financial
California
$617K -$104K -2,044 -14%
CA
18
Cetera Advisors
Colorado
$594K +$6.43K +126 +1%
UBS Group
19
UBS Group
Switzerland
$507K +$64.7K +1,268 +14%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$507K +$152K +2,982 +40%
BHB
21
Bank Hapoalim BM
Israel
$420K +$2.55K +50 +0.6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$364K -$118K -2,304 -24%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$305K -$236K -4,623 -42%
MAS
24
Madden Advisory Services
Florida
$268K
SFM
25
Signet Financial Management
New Jersey
$238K +$250K +4,892 New

IAK Hedge Fund Activity: Q3 2015 in Review

39 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2015, worth a combined $41.9M — up 12% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IAK positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $1.67M. The largest seller was Creative Planning, cutting an estimated $1.07M.

  • 39 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2015, up from 32 in Q2 2015.
  • Funds reported $41.9M of iShares US Insurance ETF stock for Q3 2015, up 12% quarter-over-quarter.
  • 10 funds opened new iShares US Insurance ETF positions in Q3 2015 and 3 closed out, a net change of +7 holders.
  • The largest iShares US Insurance ETF buyer in Q3 2015 was HRT Financial, an estimated $1.67M added.
  • The largest iShares US Insurance ETF seller in Q3 2015 was Creative Planning, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2015.