iShares US Insurance ETF
IAK
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.
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: 46 → 48 (+2)
0.87% more ownership
Funds ownership: 51.21% → 52.08% (+0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.24M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.88M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$857K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$425K |
| 5 |
SG Americas Securities
New York
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$720K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$433K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$155K |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$112K |
IAK Hedge Fund Activity: Q2 2017 in Review
48 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2017, worth a combined $89.7M — up 9% from $82.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IAK positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.24M. The largest seller was Jane Street, cutting an estimated $3.95M.
- 48 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2017, up from 46 in Q1 2017.
- Funds reported $89.7M of iShares US Insurance ETF stock for Q2 2017, up 9% quarter-over-quarter.
- 5 funds opened new iShares US Insurance ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
- The largest iShares US Insurance ETF buyer in Q2 2017 was Morgan Stanley, an estimated $5.24M added.
- The largest iShares US Insurance ETF seller in Q2 2017 was Jane Street, an estimated $3.95M sold.
Based on aggregated 13F filings for Q2 2017.