iShares US Insurance ETF
IAK
42 hedge funds and large institutions have $43.3M invested in iShares US Insurance ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 20 reducing their positions, and 7 closing their positions.
3.4% less ownership
Funds ownership: 42.46% → 39.06% (-3.4%)
7% less funds holding
Funds holding: 45 → 42 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
70% less capital inflows, than outflows
Capital inflows: $4.7M | Capital outflows: $15.5M
80% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clal Insurance
Tel-Aviv,
Israel
|
+$2.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$481K |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$282K |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$37.2K |
| 5 |
MC
Martin & Co
Knoxville,
Tennessee
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.91M |
| 2 |
Jane Street
New York
|
-$2.09M |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
-$2.03M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.79M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.12M |
IAK Hedge Fund Activity: Q2 2018 in Review
42 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2018, worth a combined $43.3M — down 23% from $56.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IAK and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 4 added.
The largest buyer was Clal Insurance, opening a new position worth an estimated $2.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.91M sold.
- 42 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2018, down from 45 in Q1 2018.
- Funds reported $43.3M of iShares US Insurance ETF stock for Q2 2018, down 23% quarter-over-quarter.
- 4 funds opened new iShares US Insurance ETF positions in Q2 2018 and 7 closed out, a net change of -3 holders.
- The largest iShares US Insurance ETF buyer in Q2 2018 was Clal Insurance, an estimated $2.5M added.
- The largest iShares US Insurance ETF seller in Q2 2018 was Goldman Sachs, an estimated $3.91M sold.
Based on aggregated 13F filings for Q2 2018.