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iShares US Insurance ETF

41 hedge funds and large institutions have $66.8M invested in iShares US Insurance ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

102% more capital invested

Capital invested by funds: $33M → $66.8M (+$33.8M)

24% more funds holding

Funds holding: 3341 (+8)

7.44% more ownership

Funds ownership: 36.74%44.18% (+7.4%)

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.1M +$8.67M +154,145 +153%
Bank of America
2
Bank of America
North Carolina
$9.94M +$5.53M +98,381 +142%
Wells Fargo
3
Wells Fargo
California
$7.69M +$6.59M +117,306 +953%
BCI
4
Brinker Capital Investments
Pennsylvania
$5.79M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.67M +$3.03M +53,821 +129%
HBT
6
Hills Bank & Trust
Iowa
$2.9M -$34.3K -610 -1%
MWM
7
MinichMacGregor Wealth Management
New York
$2.9M +$2.75M +48,947 New
Jane Street
8
Jane Street
New York
$1.95M +$1.3M +23,074 +236%
OC
9
Oppenheimer & Co
New York
$1.84M +$1.75M +31,097 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.33M +$832K +14,797 +195%
Goldman Sachs
11
Goldman Sachs
New York
$1.16M -$513K -9,119 -32%
Stifel Financial
12
Stifel Financial
Missouri
$1.03M +$981K +17,451 New
UBS Group
13
UBS Group
Switzerland
$939K +$430K +7,644 +93%
RJA
14
Raymond James & Associates
Florida
$874K +$610K +10,847 +279%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$824K -$1.28M -22,744 -62%
Citadel Advisors
16
Citadel Advisors
Florida
$733K -$488K -8,677 -41%
FHC
17
First Heartland Consultants
Missouri
$711K +$674K +11,982 New
LPL Financial
18
LPL Financial
California
$664K +$349K +6,208 +125%
BWFA
19
Baltimore-Washington Financial Advisors
Maryland
$646K +$612K +10,895 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$604K +$414K +7,370 +262%
BHB
21
Bank Hapoalim BM
Israel
$441K -$30.4K -540 -7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$415K +$4.95K +88 +1%
MFS
23
MSI Financial Services
Massachusetts
$406K +$229K +4,077 +147%
IA
24
IFP Advisors
Florida
$406K +$376K +6,686 +4,314%
MAS
25
Madden Advisory Services
Florida
$383K