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iShares US Insurance ETF

40 hedge funds and large institutions have $43.8M invested in iShares US Insurance ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.9% less ownership

Funds ownership: 48.3%44.4% (-3.9%)

13% less capital invested

Capital invested by funds: $50.2M → $43.8M (-$6.39M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$5.41M
Bank of America
2
Bank of America
North Carolina
$4.54M -$8.23M -131,569 -65%
MC
3
Martin & Co
Tennessee
$4.4M +$8.76K +140 +0.2%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$4.23M -$139K -2,220 -3%
Morgan Stanley
5
Morgan Stanley
New York
$3.6M -$2.32M -37,042 -40%
Citadel Advisors
6
Citadel Advisors
Florida
$2.69M +$2.27M +36,345 +618%
CI
7
Clal Insurance
Israel
$2.48M
HBT
8
Hills Bank & Trust
Iowa
$2.48M -$43.9K -701 -2%
CS
9
Credit Suisse
Switzerland
$2.15M +$801K +12,796 +61%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.85M +$40.6K +648 +2%
FWCM
11
Ferguson Wellman Capital Management
Oregon
$1.5M -$550K -8,790 -27%
SAM
12
SP Asset Management
California
$1.24M +$26.3K +420 +2%
Wells Fargo
13
Wells Fargo
California
$1.06M -$147K -2,353 -12%
Jane Street
14
Jane Street
New York
$910K +$895K +14,301 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$809K +$17.6K +282 +2%
UBS Group
16
UBS Group
Switzerland
$702K -$2.62M -41,803 -79%
LPL Financial
17
LPL Financial
California
$480K -$2.32K -37 -0.5%
MAS
18
Madden Advisory Services
Florida
$411K
OIA
19
OneDigital Investment Advisors
Kansas
$356K -$175K -2,791 -33%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$312K
FHA
21
First Horizon Advisors
Tennessee
$306K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$288K -$64.1K -1,025 -18%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$272K -$48.9K -781 -15%
RJA
24
Raymond James & Associates
Florida
$264K -$12K -192 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$233K +$7.88K +126 +4%