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iShares US Insurance ETF

48 hedge funds and large institutions have $88.9M invested in iShares US Insurance ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.39% less ownership

Funds ownership: 52.08%51.69% (-0.39%)

1% less capital invested

Capital invested by funds: $89.7M → $88.9M (-$749K)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.6M -$4.1M -64,754 -17%
Wells Fargo
2
Wells Fargo
California
$8.54M +$281K +4,436 +3%
BCI
3
Brinker Capital Investments
Pennsylvania
$6.98M
Bank of America
4
Bank of America
North Carolina
$6.74M -$890K -14,074 -12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.3M -$235K -3,716 -4%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$6.1M +$86.3K +1,364 +1%
MC
7
Martin & Co
Tennessee
$4.3M -$321K -5,080 -7%
MWM
8
MinichMacGregor Wealth Management
New York
$3.54M +$172K +2,720 +5%
Goldman Sachs
9
Goldman Sachs
New York
$3.19M +$5.95K +94 +0.2%
HBT
10
Hills Bank & Trust
Iowa
$3M -$20.6K -325 -0.7%
CS
11
Credit Suisse
Switzerland
$2.83M +$1.22M +19,324 +77%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.34M +$1.8M +28,444 +343%
OC
13
Oppenheimer & Co
New York
$1.76M +$5.63K +89 +0.3%
EWA
14
EP Wealth Advisors
California
$1.59M -$369K -5,841 -19%
RJA
15
Raymond James & Associates
Florida
$1.34M +$822 +13 +0.1%
UBS Group
16
UBS Group
Switzerland
$1.33M -$70.2K -1,110 -5%
Stifel Financial
17
Stifel Financial
Missouri
$1.14M +$43.3K +685 +4%
Jane Street
18
Jane Street
New York
$754K +$106K +1,674 +16%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$731K -$113K -1,780 -13%
MML Investors Services
20
MML Investors Services
Massachusetts
$666K +$220K +3,477 +50%
FHC
21
First Heartland Consultants
Missouri
$589K +$33.3K +527 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$445K -$759 -12 -0.2%
MAS
23
Madden Advisory Services
Florida
$411K
LPL Financial
24
LPL Financial
California
$370K -$389K -6,142 -51%
RVM
25
Robinson Value Management
Texas
$356K