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iShares US Insurance ETF

36 hedge funds and large institutions have $46.8M invested in iShares US Insurance ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

12% more capital invested

Capital invested by funds: $41.9M → $46.8M (+$4.9M)

0.74% more ownership

Funds ownership: 34.5%35.24% (+0.74%)

8% less funds holding

Funds holding: 3936 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.94M +$2.43M +47,121 +44%
Bank of America
2
Bank of America
North Carolina
$5.68M +$982K +19,025 +21%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.99M +$1.03M +20,000 +26%
Goldman Sachs
4
Goldman Sachs
New York
$4.02M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.55M -$446K -8,636 -11%
HBT
6
Hills Bank & Trust
Iowa
$3.15M -$414K -8,028 -12%
Wells Fargo
7
Wells Fargo
California
$2.88M +$1.34M +25,902 +85%
LPL Financial
8
LPL Financial
California
$2.28M +$1.7M +32,940 +264%
Jane Street
9
Jane Street
New York
$1.76M -$8.72K -169 -0.5%
ACM
10
Avalon Capital Management
California
$1.74M +$956K +18,530 +120%
CPC
11
Cookson Peirce & Co
Pennsylvania
$1.2M +$1.21M +23,460 New
SG Americas Securities
12
SG Americas Securities
New York
$1.07M +$214K +4,150 +25%
PAG
13
Private Advisor Group
New Jersey
$652K +$658K +12,745 New
MFS
14
MSI Financial Services
Massachusetts
$643K +$615K +11,907 +1,804%
FAAS
15
First Allied Advisory Services
California
$639K -$6.14K -119 -0.9%
UBS Group
16
UBS Group
Switzerland
$541K +$7.23K +140 +1%
BHB
17
Bank Hapoalim BM
Israel
$510K +$68.6K +1,330 +15%
VKH
18
Virtu KCG Holdings
New York
$509K -$700K -13,560 -58%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$509K +$189K +3,655 +58%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$457K -$78.1K -1,513 -14%
CA
21
Cetera Advisors
Colorado
$340K -$289K -5,608 -46%
MAS
22
Madden Advisory Services
Florida
$330K +$49K +950 +17%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$291K -$92.6K -1,794 -24%
WAS
24
WESPAC Advisors SoCal
California
$290K +$293K +5,675 New
BRWA
25
B. Riley Wealth Advisors
Florida
$253K +$4.34K +84 +2%