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iShares US Insurance ETF

42 hedge funds and large institutions have $46.1M invested in iShares US Insurance ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 3942 (+3)

2% more capital invested

Capital invested by funds: $45.3M → $46.1M (+$828K)

0.01% less ownership

Funds ownership: 41.33%41.32% (-0.01%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
13
Closed
5
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
$5.17M -$68.4K -964 -1%
Morgan Stanley
2
Morgan Stanley
New York
$4.88M -$42.4K -597 -0.9%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$4.62M +$22.1K +311 +0.5%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.39M
MC
5
Martin & Co
Tennessee
$4.18M -$759K -10,694 -16%
CS
6
Credit Suisse
Switzerland
$3.54M +$840K +11,832 +32%
CI
7
Clal Insurance
Israel
$2.81M
HBT
8
Hills Bank & Trust
Iowa
$2.73M -$38.6K -544 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.57M +$265K +3,729 +12%
Citadel Advisors
10
Citadel Advisors
Florida
$2.33M -$55.9K -788 -2%
SAM
11
SP Asset Management
California
$1.42M +$4.26K +60 +0.3%
Wells Fargo
12
Wells Fargo
California
$1.24M +$3.9K +55 +0.3%
LPL Financial
13
LPL Financial
California
$778K +$245K +3,451 +47%
UBS Group
14
UBS Group
Switzerland
$767K -$34.9K -492 -4%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$680K
Jane Street
16
Jane Street
New York
$404K -$882K -12,421 -69%
MAS
17
Madden Advisory Services
Florida
$397K -$67.4K -950 -15%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$381K +$70.4K +991 +23%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$366K +$361K +5,081 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$345K -$3.12K -44 -0.9%
FHA
21
First Horizon Advisors
Tennessee
$317K -$29.1K -410 -9%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$306K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$289K -$10.5K -148 -4%
RJA
24
Raymond James & Associates
Florida
$281K +$277K +3,905 New
HIS
25
Harvest Investment Services
Illinois
$206K +$6.67K +94 +3%

IAK Hedge Fund Activity: Q3 2019 in Review

42 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2019, worth a combined $46.1M — up 1.8% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IAK positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Credit Suisse, adding an estimated $840K. The largest seller was Jane Street, cutting an estimated $882K.

  • 42 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2019, up from 39 in Q2 2019.
  • Funds reported $46.1M of iShares US Insurance ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 8 funds opened new iShares US Insurance ETF positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest iShares US Insurance ETF buyer in Q3 2019 was Credit Suisse, an estimated $840K added.
  • The largest iShares US Insurance ETF seller in Q3 2019 was Jane Street, an estimated $882K sold.

Based on aggregated 13F filings for Q3 2019.