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iShares US Insurance ETF

33 hedge funds and large institutions have $26.1M invested in iShares US Insurance ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1.56% more ownership

Funds ownership: 41.04%42.6% (+1.6%)

25% less funds holding

Funds holding: 4433 (-11)

34% less capital invested

Capital invested by funds: $39.5M → $26.1M (-$13.4M)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
33
Holders Change
-11
Holders Change %
-25%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
12
Closed
12
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
$3.73M +$151K +2,298 +3%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$3.22M +$60.8K +928 +1%
MC
3
Martin & Co
Tennessee
$2.72M +$154K +2,345 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.47M +$655K +9,997 +25%
CS
5
Credit Suisse
Switzerland
$2.42M +$30.3K +463 +1%
Morgan Stanley
6
Morgan Stanley
New York
$2.17M -$1.49M -22,724 -34%
HBT
7
Hills Bank & Trust
Iowa
$1.71M -$115K -1,761 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.48M +$1.64M +24,981 +513%
Citadel Advisors
9
Citadel Advisors
Florida
$1.44M +$1.2M +18,283 +169%
SAM
10
SP Asset Management
California
$978K +$8.26K +126 +0.6%
LPL Financial
11
LPL Financial
California
$881K -$233K -3,561 -17%
Osaic Holdings
12
Osaic Holdings
Arizona
$598K +$1.14M +17,455 New
Wells Fargo
13
Wells Fargo
California
$473K -$434K -6,627 -41%
UBS Group
14
UBS Group
Switzerland
$252K -$375K -5,728 -53%
Jane Street
15
Jane Street
New York
$237K -$20.4K -311 -6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$237K +$5.7K +87 +2%
EH
17
Equitable Holdings
New York
$221K -$150K -2,285 -34%
FHA
18
First Horizon Advisors
Tennessee
$217K -$1.31K -20 -0.5%
AIC
19
Ameritas Investment Company
Nebraska
$210K +$3.87K +59 +1%
CI
20
CAZ Investments
Texas
$166K +$219K +3,342 New
ASN
21
Advisory Services Network
Georgia
$114K +$81.3K +1,241 +117%
BWM
22
BerganKDV Wealth Management
Minnesota
$41K +$36.6K +558 +206%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$36K -$197 -3 -0.4%
AWA
24
Arkadios Wealth Advisors
Georgia
$33.8K +$459 +7 +1%
IA
25
IFP Advisors
Florida
$14K -$13.1K -200 -42%