iShares US Insurance ETF
IAK
33 hedge funds and large institutions have $20.5M invested in iShares US Insurance ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
3.12% less ownership
Funds ownership: 23.16% → 20.04% (-3.1%)
11% less funds holding
Funds holding: 37 → 33 (-4)
15% less capital invested
Capital invested by funds: $24.2M → $20.5M (-$3.73M)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Martin & Co
Knoxville,
Tennessee
|
+$382K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$203K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$183K |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$149K |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.36M |
| 3 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$578K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$454K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$94K |
IAK Hedge Fund Activity: Q3 2021 in Review
33 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2021, worth a combined $20.5M — down 15% from $24.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IAK and 1 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Martin & Co, adding an estimated $382K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.58M sold.
- 33 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2021, down from 37 in Q2 2021.
- Funds reported $20.5M of iShares US Insurance ETF stock for Q3 2021, down 15% quarter-over-quarter.
- 1 fund opened new iShares US Insurance ETF positions in Q3 2021 and 5 closed out, a net change of -4 holders.
- The largest iShares US Insurance ETF buyer in Q3 2021 was Martin & Co, an estimated $382K added.
- The largest iShares US Insurance ETF seller in Q3 2021 was Citadel Advisors, an estimated $2.58M sold.
Based on aggregated 13F filings for Q3 2021.