iShares US Insurance ETF
IAK
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.
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: 36 → 34 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.52M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$213K |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$72.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$58.1K |
| 5 |
SAM
SP Asset Management
Cupertino,
California
|
+$9.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$540K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$277K |
| 3 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$249K |
| 4 |
Goldman Sachs
New York
|
-$234K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$196K |
IAK Hedge Fund Activity: Q1 2021 in Review
34 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2021, worth a combined $24M — up 9.2% from $21.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IAK and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.52M. The largest seller was WealthSource Partners, exiting entirely with an estimated $540K sold.
- 34 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2021, down from 36 in Q4 2020.
- Funds reported $24M of iShares US Insurance ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
- 2 funds opened new iShares US Insurance ETF positions in Q1 2021 and 4 closed out, a net change of -2 holders.
- The largest iShares US Insurance ETF buyer in Q1 2021 was Susquehanna International Group, an estimated $1.52M added.
- The largest iShares US Insurance ETF seller in Q1 2021 was WealthSource Partners, an estimated $540K sold.
Based on aggregated 13F filings for Q1 2021.