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iShares US Insurance ETF
IAK

36 hedge funds and large institutions have $21.9M invested in iShares US Insurance ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 35 → 36 (+1)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

4.85% less ownership

Funds ownership: 39.03% → 34.17% (-4.9%)

13% less capital invested

Capital invested by funds: $25.1M → $21.9M (-$3.15M)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$251K
2
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$207K
3
US Bancorp
US Bancorp
Minnesota
+$106K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$58.3K
5
MA
Montag & Associates
Georgia
+$26.2K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.33M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$874K
5
ASN
Advisory Services Network
Georgia
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1
Martin & Co
Tennessee
$3.64M +$15K +240 +0.4%
CS
2
Credit Suisse
Switzerland
$3.16M +$251K +4,007 +9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.05M -$874K -13,969 -32%
HBT
4
Hills Bank & Trust
Iowa
$1.7M -$63K -1,007 -4%
Morgan Stanley
5
Morgan Stanley
New York
$1.6M -$72K -1,150 -5%
Bank of America
6
Bank of America
North Carolina
$1.45M +$18.9K +302 +1%
SAM
7
SP Asset Management
California
$1.36M +$4.82K +77 +0.4%
CAGAS
8
Capital Advisory Group Advisory Services
Minnesota
$1.06M +$207K +3,301 +27%
Citadel Advisors
9
Citadel Advisors
Florida
$956K -$1.26M -20,167 -59%
Wells Fargo
10
Wells Fargo
California
$897K -$11.5K -183 -1%
UBS Group
11
UBS Group
Switzerland
$593K +$11.9K +190 +2%
LPL Financial
12
LPL Financial
California
$555K +$14.1K +225 +3%
WP
13
WealthSource Partners
California
$540K -$67.3K -1,075 -12%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$397K +$58.3K +931 +19%
EH
15
Equitable Holdings
New York
$338K – – –
FHA
16
First Horizon Advisors
Tennessee
$295K +$4.44K +71 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$238K -$10.3K -165 -4%
Goldman Sachs
18
Goldman Sachs
New York
$234K -$3.15M -50,300 -94%
AIC
19
Ameritas Investment Company
Nebraska
$208K -$83.8K -1,339 -30%
Osaic Holdings
20
Osaic Holdings
Arizona
$192K -$122K -1,952 -41%
US Bancorp
21
US Bancorp
Minnesota
$122K +$106K +1,700 +1,700%
SPIA
22
Steward Partners Investment Advisory
New York
$117K – – –
ASN
23
Advisory Services Network
Georgia
$55K -$155K -2,483 -75%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$50K – – –
MA
25
Montag & Associates
Georgia
$28K +$26.2K +419 New
1
2

IAK Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q4 2020, worth a combined $21.9M — down 13% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IAK positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Credit Suisse, adding an estimated $251K. The largest seller was Goldman Sachs, cutting an estimated $3.15M.

  • 36 institutional investors held iShares US Insurance ETF (IAK) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $21.9M of iShares US Insurance ETF stock for Q4 2020, down 13% quarter-over-quarter.
  • 3 funds opened new iShares US Insurance ETF positions in Q4 2020 and 2 closed out, a net change of +1 holder.
  • The largest iShares US Insurance ETF buyer in Q4 2020 was Credit Suisse, an estimated $251K added.
  • The largest iShares US Insurance ETF seller in Q4 2020 was Goldman Sachs, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2020.