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iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

3.4% less ownership

Funds ownership: 42.46%39.06% (-3.4%)

7% less funds holding

Funds holding: 4542 (-3)

23% less capital invested

Capital invested by funds: $56.2M → $43.3M (-$12.9M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

80% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 20

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$6.61M -$128K -2,000 -2%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$4.87M -$1M -15,679 -17%
Morgan Stanley
3
Morgan Stanley
New York
$4.36M -$456K -7,120 -9%
MC
4
Martin & Co
Tennessee
$4.29M +$32K +500 +0.7%
Bank of America
5
Bank of America
North Carolina
$4.07M -$259K -4,045 -6%
HBT
6
Hills Bank & Trust
Iowa
$2.57M -$118K -1,840 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.44M -$19.3K -301 -0.8%
CI
8
Clal Insurance
Israel
$2.41M +$2.5M +39,000 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.25M +$481K +7,511 +26%
Wells Fargo
10
Wells Fargo
California
$1.32M -$1.12M -17,473 -45%
SAM
11
SP Asset Management
California
$1.32M +$1.35M +21,013 New
UBS Group
12
UBS Group
Switzerland
$1.05M -$1.79M -27,982 -62%
CS
13
Credit Suisse
Switzerland
$733K -$2.03M -31,689 -73%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$412K +$37.2K +580 +9%
MAS
15
Madden Advisory Services
Florida
$397K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$363K
FHC
17
First Heartland Consultants
Missouri
$359K -$5.7K -89 -2%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$357K
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$316K -$114K -1,780 -26%
FHA
20
First Horizon Advisors
Tennessee
$295K
PAS
21
Partnervest Advisory Services
California
$271K +$282K +4,400 New
RJA
22
Raymond James & Associates
Florida
$269K -$120K -1,878 -30%
Citadel Advisors
23
Citadel Advisors
Florida
$267K -$199K -3,111 -42%
SC
24
Scotia Capital
Ontario, Canada
$245K
MML Investors Services
25
MML Investors Services
Massachusetts
$244K +$10.6K +165 +4%