iShares US Insurance ETF
IAK
44 hedge funds and large institutions have $39.5M invested in iShares US Insurance ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
5% more funds holding
Funds holding: 42 → 44 (+2)
0.28% less ownership
Funds ownership: 41.32% → 41.04% (-0.28%)
14% less capital invested
Capital invested by funds: $46.1M → $39.5M (-$6.61M)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.26M |
| 2 |
LPL Financial
San Diego,
California
|
+$743K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$527K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$295K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.39M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$2.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.52M |
| 4 |
MC
Martin & Co
Knoxville,
Tennessee
|
-$385K |
| 5 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$206K |
IAK Hedge Fund Activity: Q4 2019 in Review
44 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2019, worth a combined $39.5M — down 14% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IAK positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $1.26M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $4.39M sold.
- 44 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2019, up from 42 in Q3 2019.
- Funds reported $39.5M of iShares US Insurance ETF stock for Q4 2019, down 14% quarter-over-quarter.
- 7 funds opened new iShares US Insurance ETF positions in Q4 2019 and 5 closed out, a net change of +2 holders.
- The largest iShares US Insurance ETF buyer in Q4 2019 was Franklin Resources, an estimated $1.26M added.
- The largest iShares US Insurance ETF seller in Q4 2019 was Brinker Capital Investments, an estimated $4.39M sold.
Based on aggregated 13F filings for Q4 2019.