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iShares US Insurance ETF
IAK

Overview Fund Activity

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.

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
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.34M
2
CS
2
Credit Suisse
Switzerland
$2.83M
3
Creative Planning
3
Creative Planning
Kansas
$325K
4
Wells Fargo
4
Wells Fargo
California
$8.54M
5
TH
5
Timber Hill
Connecticut
$229K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.6M
2
Bank of America
2
Bank of America
North Carolina
$6.74M
3
LPL Financial
3
LPL Financial
California
$370K
4
EWA
4
EP Wealth Advisors
California
$1.59M
5
MC
5
Martin & Co
Tennessee
$4.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.6M 308,097 -64,754 -17%
Wells Fargo
2
Wells Fargo
California
$8.54M 134,055 +4,436 +3%
BCI
3
Brinker Capital Investments
Pennsylvania
$6.98M 109,500 – –
Bank of America
4
Bank of America
North Carolina
$6.74M 105,800 -14,074 -12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.3M 98,872 -3,716 -4%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$6.1M 95,764 +1,364 +1%
MC
7
Martin & Co
Tennessee
$4.3M 67,525 -5,080 -7%
MWM
8
MinichMacGregor Wealth Management
New York
$3.54M 55,540 +2,720 +5%
Goldman Sachs
9
Goldman Sachs
New York
$3.19M 50,094 +94 +0.2%
HBT
10
Hills Bank & Trust
Iowa
$3M 47,115 -325 -0.7%
CS
11
Credit Suisse
Switzerland
$2.83M 44,477 +19,324 +77%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.34M 36,746 +28,444 +343%
OC
13
Oppenheimer & Co
New York
$1.76M 27,572 +89 +0.3%
EWA
14
EP Wealth Advisors
California
$1.59M 24,931 -5,841 -19%
RJA
15
Raymond James & Associates
Florida
$1.34M 20,998 +13 +0.1%
UBS Group
16
UBS Group
Switzerland
$1.34M 20,957 -1,110 -5%
Stifel Financial
17
Stifel Financial
Missouri
$1.14M 17,905 +685 +4%
Jane Street
18
Jane Street
New York
$754K 11,837 +1,674 +16%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$731K 11,467 -1,780 -13%
MML Investors Services
20
MML Investors Services
Massachusetts
$666K 10,446 +3,477 +50%
FHC
21
First Heartland Consultants
Missouri
$589K 9,245 +527 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$445K 6,982 -12 -0.2%
MAS
23
Madden Advisory Services
Florida
$411K 6,465 – –
LPL Financial
24
LPL Financial
California
$370K 5,813 -6,142 -51%
RVM
25
Robinson Value Management
Texas
$356K 5,584 – –
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