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iShares US Insurance ETF

51 hedge funds and large institutions have $91.6M 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.

New
Increased
Maintained
Reduced
Closed

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: 4851 (+3)

3% more capital invested

Capital invested by funds: $88.9M → $91.6M (+$2.67M)

0.39% more ownership

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

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
13
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
$19.4M -$1.12M -16,916 -5%
Wells Fargo
2
Wells Fargo
California
$8.48M -$439K -6,656 -5%
BCI
3
Brinker Capital Investments
Pennsylvania
$7.29M
Bank of America
4
Bank of America
North Carolina
$6.83M -$213K -3,227 -3%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$6.39M +$13.9K +210 +0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.26M -$322K -4,874 -5%
MWM
7
MinichMacGregor Wealth Management
New York
$4.93M +$1.22M +18,484 +33%
MC
8
Martin & Co
Tennessee
$4.54M +$44.9K +680 +1%
UBS Group
9
UBS Group
Switzerland
$3.38M +$1.97M +29,820 +142%
Goldman Sachs
10
Goldman Sachs
New York
$3.34M
HBT
11
Hills Bank & Trust
Iowa
$3.12M -$14.4K -218 -0.5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.48M +$33.7K +510 +1%
OC
13
Oppenheimer & Co
New York
$1.88M +$46.9K +711 +3%
RJA
14
Raymond James & Associates
Florida
$1.4M -$462 -7 -0%
Stifel Financial
15
Stifel Financial
Missouri
$1.2M +$6.27K +95 +0.5%
EWA
16
EP Wealth Advisors
California
$1.16M -$492K -7,456 -30%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.15M +$451K +6,836 +65%
VF
18
Virtu Financial
New York
$985K +$976K +14,787 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$911K +$146K +2,216 +19%
LPL Financial
20
LPL Financial
California
$635K +$246K +3,729 +64%
FHC
21
First Heartland Consultants
Missouri
$591K -$24.4K -370 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$466K +$792 +12 +0.2%
MAS
23
Madden Advisory Services
Florida
$430K
RVM
24
Robinson Value Management
Texas
$372K
SG Americas Securities
25
SG Americas Securities
New York
$339K -$7.13K -108 -2%