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iShares US Insurance ETF

34 hedge funds and large institutions have $24M invested in iShares US Insurance ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $21.9M → $24M (+$2.03M)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

6% less funds holding

Funds holding: 3634 (-2)

6.24% less ownership

Funds ownership: 34.17%27.94% (-6.2%)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Martin & Co
Tennessee
$3.86M -$138K -1,940 -4%
CS
2
Credit Suisse
Switzerland
$3.7M +$213K +3,000 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.97M -$277K -3,890 -13%
Morgan Stanley
4
Morgan Stanley
New York
$1.73M -$29.5K -415 -2%
Bank of America
5
Bank of America
North Carolina
$1.66M +$58.1K +817 +4%
HBT
6
Hills Bank & Trust
Iowa
$1.61M -$249K -3,501 -14%
SAM
7
SP Asset Management
California
$1.59M +$9.24K +130 +0.7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.59M +$1.52M +21,357 New
CAGAS
9
Capital Advisory Group Advisory Services
Minnesota
$1.17M +$3.84K +54 +0.3%
Wells Fargo
10
Wells Fargo
California
$986K -$1.28K -18 -0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$863K -$180K -2,529 -18%
UBS Group
12
UBS Group
Switzerland
$658K +$4.98K +70 +0.8%
LPL Financial
13
LPL Financial
California
$612K +$853 +12 +0.1%
FHA
14
First Horizon Advisors
Tennessee
$399K +$72.5K +1,020 +23%
EH
15
Equitable Holdings
New York
$371K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$356K -$76.9K -1,082 -18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$221K -$39K -548 -16%
Osaic Holdings
18
Osaic Holdings
Arizona
$167K -$40.5K -570 -20%
US Bancorp
19
US Bancorp
Minnesota
$134K
SPIA
20
Steward Partners Investment Advisory
New York
$129K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$55K
MA
22
Montag & Associates
Georgia
$31K +$213 +3 +0.7%
AIC
23
Ameritas Investment Company
Nebraska
$24.5K -$196K -2,758 -89%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$20K
GWM
25
Geneos Wealth Management
Colorado
$15K