iShares US Insurance ETF
IAK
35 hedge funds and large institutions have $25.1M invested in iShares US Insurance ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.
4% more capital inflows, than outflows
Capital inflows: $5.51M | Capital outflows: $5.31M
0.07% more ownership
Funds ownership: 38.95% → 39.03% (+0.07%)
5% less funds holding
Funds holding: 37 → 35 (-2)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$804K |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$519K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$321K |
| 5 |
EH
Equitable Holdings
New York
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$3.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$506K |
| 3 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$431K |
| 4 |
Morgan Stanley
New York
|
-$358K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$208K |
IAK Hedge Fund Activity: Q3 2020 in Review
35 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2020, worth a combined $25.1M — up 4.8% from $23.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IAK and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.08M. The largest seller was Baltimore-Washington Financial Advisors, exiting entirely with an estimated $3.45M sold.
- 35 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2020, down from 37 in Q2 2020.
- Funds reported $25.1M of iShares US Insurance ETF stock for Q3 2020, up 4.8% quarter-over-quarter.
- 5 funds opened new iShares US Insurance ETF positions in Q3 2020 and 7 closed out, a net change of -2 holders.
- The largest iShares US Insurance ETF buyer in Q3 2020 was Goldman Sachs, an estimated $3.08M added.
- The largest iShares US Insurance ETF seller in Q3 2020 was Baltimore-Washington Financial Advisors, an estimated $3.45M sold.
Based on aggregated 13F filings for Q3 2020.