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iShares US Insurance ETF

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.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $23.9M → $25.1M (+$1.16M)

0.07% more ownership

Funds ownership: 38.95%39.03% (+0.07%)

5% less funds holding

Funds holding: 3735 (-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

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3M +$3.08M +53,774 New
MC
2
Martin & Co
Tennessee
$2.99M -$58.6K -1,025 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.47M +$804K +14,049 +46%
CS
4
Credit Suisse
Switzerland
$2.38M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.33M +$109K +1,912 +5%
Citadel Advisors
6
Citadel Advisors
Florida
$1.91M +$262K +4,579 +15%
HBT
7
Hills Bank & Trust
Iowa
$1.46M -$431K -7,527 -22%
Morgan Stanley
8
Morgan Stanley
New York
$1.39M -$358K -6,259 -20%
Bank of America
9
Bank of America
North Carolina
$1.18M -$506K -8,852 -29%
SAM
10
SP Asset Management
California
$1.18M -$9.44K -165 -0.8%
Wells Fargo
11
Wells Fargo
California
$751K -$30.7K -536 -4%
CAGAS
12
Capital Advisory Group Advisory Services
Minnesota
$689K +$8.07K +141 +1%
WP
13
WealthSource Partners
California
$506K +$519K +9,075 New
UBS Group
14
UBS Group
Switzerland
$479K +$321K +5,614 +188%
LPL Financial
15
LPL Financial
California
$446K +$7.32K +128 +2%
EH
16
Equitable Holdings
New York
$279K +$286K +5,000 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$276K
Osaic Holdings
18
Osaic Holdings
Arizona
$265K -$147K -2,561 -35%
AIC
19
Ameritas Investment Company
Nebraska
$244K
FHA
20
First Horizon Advisors
Tennessee
$239K -$4.58K -80 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$206K -$3.43K -60 -2%
ASN
22
Advisory Services Network
Georgia
$184K -$30.3K -529 -14%
SPIA
23
Steward Partners Investment Advisory
New York
$97K +$99.4K +1,738 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$41K
PS
25
Planned Solutions
California
$18K +$18.9K +330 New