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iShares US Insurance ETF

32 hedge funds and large institutions have $35.7M invested in iShares US Insurance ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 35.24%35.75% (+0.51%)

11% less funds holding

Funds holding: 3632 (-4)

24% less capital invested

Capital invested by funds: $46.8M → $35.7M (-$11.2M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

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
7
Increased
5
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change

IAK Hedge Fund Activity: Q1 2016 in Review

32 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2016, worth a combined $35.7M — down 24% from $46.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IAK and 7 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.31M. The largest seller was Morgan Stanley, cutting an estimated $2.77M.

  • 32 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2016, down from 36 in Q4 2015.
  • Funds reported $35.7M of iShares US Insurance ETF stock for Q1 2016, down 24% quarter-over-quarter.
  • 7 funds opened new iShares US Insurance ETF positions in Q1 2016 and 11 closed out, a net change of -4 holders.
  • The largest iShares US Insurance ETF buyer in Q1 2016 was Citadel Advisors, an estimated $1.31M added.
  • The largest iShares US Insurance ETF seller in Q1 2016 was Morgan Stanley, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2016.