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iShares US Insurance ETF
IAK

Overview Fund Activity

39 hedge funds and large institutions have $45.3M invested in iShares US Insurance ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.84M
2
Jane Street
2
Jane Street
New York
$1.28M
3
CS
3
Credit Suisse
Switzerland
$2.64M
4
BHB
4
Bank Hapoalim BM
Israel
$208K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.26M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$4.31M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$667K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.35M
5
OIA
5
OneDigital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.14M 72,667 +1,230 +2%
MC
2
Martin & Co
Tennessee
$4.86M 68,724 -395 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$4.84M 68,392 +11,825 +21%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$4.51M 63,811 -2,742 -4%
BCI
5
Brinker Capital Investments
Pennsylvania
$4.31M 61,000 -24,000 -28%
CI
6
Clal Insurance
Israel
$2.76M 39,000 – –
HBT
7
Hills Bank & Trust
Iowa
$2.72M 38,486 -471 -1%
CS
8
Credit Suisse
Switzerland
$2.64M 37,337 +3,627 +11%
Citadel Advisors
9
Citadel Advisors
Florida
$2.35M 33,178 -9,046 -21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.26M 31,963 +2,881 +10%
SAM
11
SP Asset Management
California
$1.39M 19,617 +69 +0.4%
Jane Street
12
Jane Street
New York
$1.28M 18,032 +3,731 +26%
Wells Fargo
13
Wells Fargo
California
$1.21M 17,135 +508 +3%
UBS Group
14
UBS Group
Switzerland
$788K 11,146 +113 +1%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$667K 9,440 -14,140 -60%
LPL Financial
16
LPL Financial
California
$520K 7,350 -190 -3%
MAS
17
Madden Advisory Services
Florida
$457K 6,465 – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$341K 4,829 -80 -2%
FHA
19
First Horizon Advisors
Tennessee
$340K 4,805 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$304K 4,302 -226 -5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$300K 4,240 -33 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$294K 4,156 +490 +13%
PAS
23
Partnervest Advisory Services
California
$258K 3,650 – –
BHB
24
Bank Hapoalim BM
Israel
$208K 2,935 +2,935 New
HIS
25
Harvest Investment Services
Illinois
$202K 2,832 +2,832 New
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