iShares US Insurance ETF
IAK
40 hedge funds and large institutions have $50.2M invested in iShares US Insurance ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.
424% more capital inflows, than outflows
Capital inflows: $23.2M | Capital outflows: $4.43M
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
15.23% more ownership
Funds ownership: 33.07% → 48.3% (+15%)
0% more funds holding
Funds holding: 40 → 40 (0)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.36M |
| 2 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.22M |
| 3 |
Morgan Stanley
New York
|
+$2.95M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.35M |
| 5 |
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$706K |
| 3 |
Jane Street
New York
|
-$362K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$279K |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$242K |
IAK Hedge Fund Activity: Q4 2018 in Review
40 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2018, worth a combined $50.2M — up 35% from $37.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IAK positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $8.36M. The largest seller was Citadel Advisors, cutting an estimated $1.53M.
- 40 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $50.2M of iShares US Insurance ETF stock for Q4 2018, up 35% quarter-over-quarter.
- 7 funds opened new iShares US Insurance ETF positions in Q4 2018 and 6 closed out, a net change of +1 holder.
- The largest iShares US Insurance ETF buyer in Q4 2018 was Bank of America, an estimated $8.36M added.
- The largest iShares US Insurance ETF seller in Q4 2018 was Citadel Advisors, an estimated $1.53M sold.
Based on aggregated 13F filings for Q4 2018.