We are live on ! Find out more
IAK icon

iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $43.8M → $45.3M (+$1.52M)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

3% less funds holding

Funds holding: 4039 (-1)

3.06% less ownership

Funds ownership: 44.4%41.33% (-3.1%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.14M +$83.7K +1,230 +2%
MC
2
Martin & Co
Tennessee
$4.86M -$26.9K -395 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$4.84M +$805K +11,825 +21%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$4.51M -$187K -2,742 -4%
BCI
5
Brinker Capital Investments
Pennsylvania
$4.31M -$1.63M -24,000 -28%
CI
6
Clal Insurance
Israel
$2.76M
HBT
7
Hills Bank & Trust
Iowa
$2.72M -$32K -471 -1%
CS
8
Credit Suisse
Switzerland
$2.64M +$247K +3,627 +11%
Citadel Advisors
9
Citadel Advisors
Florida
$2.35M -$616K -9,046 -21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.26M +$196K +2,881 +10%
SAM
11
SP Asset Management
California
$1.39M +$4.7K +69 +0.4%
Jane Street
12
Jane Street
New York
$1.27M +$254K +3,731 +26%
Wells Fargo
13
Wells Fargo
California
$1.21M +$34.6K +508 +3%
UBS Group
14
UBS Group
Switzerland
$788K +$7.69K +113 +1%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$667K -$962K -14,140 -60%
LPL Financial
16
LPL Financial
California
$520K -$12.9K -190 -3%
MAS
17
Madden Advisory Services
Florida
$457K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$341K -$5.44K -80 -2%
FHA
19
First Horizon Advisors
Tennessee
$340K
RJFSA
20
Raymond James Financial Services Advisors
Florida
$304K -$15.4K -226 -5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$300K -$2.25K -33 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$294K +$33.3K +490 +13%
PAS
23
Partnervest Advisory Services
California
$258K
BHB
24
Bank Hapoalim BM
Israel
$208K +$200K +2,935 New
HIS
25
Harvest Investment Services
Illinois
$202K +$193K +2,832 New