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iShares US Insurance ETF
IAK

Overview Fund Activity

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.

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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.38M
2
MWM
2
MinichMacGregor Wealth Management
New York
$4.93M
3
VF
3
Virtu Financial
New York
$985K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.15M
5
LPL Financial
5
LPL Financial
California
$635K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$334K
2
Morgan Stanley
2
Morgan Stanley
New York
$19.4M
3
Jane Street
3
Jane Street
New York
$0
4
EWA
4
EP Wealth Advisors
California
$1.16M
5
Wells Fargo
5
Wells Fargo
California
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.4M 291,181 -16,916 -5%
Wells Fargo
2
Wells Fargo
California
$8.49M 127,399 -6,656 -5%
BCI
3
Brinker Capital Investments
Pennsylvania
$7.29M 109,500 – –
Bank of America
4
Bank of America
North Carolina
$6.83M 102,573 -3,227 -3%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$6.39M 95,974 +210 +0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.26M 93,998 -4,874 -5%
MWM
7
MinichMacGregor Wealth Management
New York
$4.93M 74,024 +18,484 +33%
MC
8
Martin & Co
Tennessee
$4.54M 68,205 +680 +1%
UBS Group
9
UBS Group
Switzerland
$3.38M 50,777 +29,820 +142%
Goldman Sachs
10
Goldman Sachs
New York
$3.34M 50,094 – –
HBT
11
Hills Bank & Trust
Iowa
$3.12M 46,897 -218 -0.5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.48M 37,256 +510 +1%
OC
13
Oppenheimer & Co
New York
$1.88M 28,283 +711 +3%
RJA
14
Raymond James & Associates
Florida
$1.4M 20,991 -7 -0%
Stifel Financial
15
Stifel Financial
Missouri
$1.2M 18,000 +95 +0.5%
EWA
16
EP Wealth Advisors
California
$1.16M 17,475 -7,456 -30%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.15M 17,282 +6,836 +65%
VF
18
Virtu Financial
New York
$985K 14,787 +14,787 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$911K 13,683 +2,216 +19%
LPL Financial
20
LPL Financial
California
$635K 9,542 +3,729 +64%
FHC
21
First Heartland Consultants
Missouri
$591K 8,875 -370 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$466K 6,994 +12 +0.2%
MAS
23
Madden Advisory Services
Florida
$430K 6,465 – –
RVM
24
Robinson Value Management
Texas
$372K 5,584 – –
SG Americas Securities
25
SG Americas Securities
New York
$339K 5,097 -108 -2%
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