iShares US Insurance ETF
IAK
51 hedge funds and large institutions have $91.9M invested in iShares US Insurance ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
6% more funds holding
Funds holding: 48 → 51 (+3)
0.39% more ownership
Funds ownership: 51.69% → 52.08% (+0.39%)
14% less capital inflows, than outflows
Capital inflows: $5.74M | Capital outflows: $6.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.97M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$1.22M |
| 3 |
VF
Virtu Financial
New York
|
+$976K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$451K |
| 5 |
LPL Financial
San Diego,
California
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Suisse
Zurich,
Switzerland
|
-$2.6M |
| 2 |
Morgan Stanley
New York
|
-$1.12M |
| 3 |
Jane Street
New York
|
-$754K |
| 4 |
EP Wealth Advisors
Torrance,
California
|
-$492K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$439K |
IAK Hedge Fund Activity: Q4 2017 in Review
51 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2017, worth a combined $91.9M — up 3.4% from $88.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IAK positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was UBS Group, adding an estimated $1.97M. The largest seller was Credit Suisse, cutting an estimated $2.6M.
- 51 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2017, up from 48 in Q3 2017.
- Funds reported $91.9M of iShares US Insurance ETF stock for Q4 2017, up 3.4% quarter-over-quarter.
- 6 funds opened new iShares US Insurance ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
- The largest iShares US Insurance ETF buyer in Q4 2017 was UBS Group, an estimated $1.97M added.
- The largest iShares US Insurance ETF seller in Q4 2017 was Credit Suisse, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2017.