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iShares US Insurance ETF

48 hedge funds and large institutions have $89.7M invested in iShares US Insurance ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

9% more capital invested

Capital invested by funds: $82.2M → $89.7M (+$7.42M)

4% more funds holding

Funds holding: 4648 (+2)

0.87% more ownership

Funds ownership: 51.21%52.08% (+0.87%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
15
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
$23.3M +$5.24M +85,888 +30%
Wells Fargo
2
Wells Fargo
California
$8.12M -$41K -671 -0.5%
Bank of America
3
Bank of America
North Carolina
$7.51M -$720K -11,805 -9%
BCI
4
Brinker Capital Investments
Pennsylvania
$6.86M +$122K +2,000 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.42M +$171K +2,809 +3%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$5.91M -$45K -738 -0.8%
MC
7
Martin & Co
Tennessee
$4.55M +$220K +3,605 +5%
MWM
8
MinichMacGregor Wealth Management
New York
$3.31M +$187K +3,056 +6%
Goldman Sachs
9
Goldman Sachs
New York
$3.13M
HBT
10
Hills Bank & Trust
Iowa
$2.97M -$52.2K -855 -2%
EWA
11
EP Wealth Advisors
California
$1.93M +$1.88M +30,772 New
OC
12
Oppenheimer & Co
New York
$1.72M +$94.3K +1,545 +6%
CS
13
Credit Suisse
Switzerland
$1.57M +$857K +14,050 +127%
UBS Group
14
UBS Group
Switzerland
$1.38M +$238K +3,893 +21%
RJA
15
Raymond James & Associates
Florida
$1.31M +$105K +1,724 +9%
Stifel Financial
16
Stifel Financial
Missouri
$1.08M +$14.3K +234 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$830K -$63.5K -1,040 -7%
LPL Financial
18
LPL Financial
California
$749K -$83.2K -1,364 -10%
Jane Street
19
Jane Street
New York
$636K -$3.95M -64,691 -86%
FHC
20
First Heartland Consultants
Missouri
$546K -$66.8K -1,095 -11%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$520K +$250K +4,095 +97%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$438K
MML Investors Services
23
MML Investors Services
Massachusetts
$436K +$425K +6,969 New
MAS
24
Madden Advisory Services
Florida
$404K
SG Americas Securities
25
SG Americas Securities
New York
$387K +$377K +6,181 New