iShares US Insurance ETF
IAK
37 hedge funds and large institutions have $23.9M invested in iShares US Insurance ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
12% more funds holding
Funds holding: 33 → 37 (+4)
3.65% less ownership
Funds ownership: 42.6% → 38.95% (-3.7%)
8% less capital invested
Capital invested by funds: $26.1M → $23.9M (-$2.19M)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$642K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$528K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$235K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$199K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.38M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.03M |
| 3 |
Morgan Stanley
New York
|
-$662K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$532K |
| 5 |
LPL Financial
San Diego,
California
|
-$520K |
IAK Hedge Fund Activity: Q2 2020 in Review
37 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2020, worth a combined $23.9M — down 8.4% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IAK positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Capital Advisory Group Advisory Services, opening a new position worth an estimated $642K. The largest seller was Bank of America, cutting an estimated $2.38M.
- 37 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2020, up from 33 in Q1 2020.
- Funds reported $23.9M of iShares US Insurance ETF stock for Q2 2020, down 8.4% quarter-over-quarter.
- 8 funds opened new iShares US Insurance ETF positions in Q2 2020 and 4 closed out, a net change of +4 holders.
- The largest iShares US Insurance ETF buyer in Q2 2020 was Capital Advisory Group Advisory Services, an estimated $642K added.
- The largest iShares US Insurance ETF seller in Q2 2020 was Bank of America, an estimated $2.38M sold.
Based on aggregated 13F filings for Q2 2020.