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iShares US Insurance ETF

33 hedge funds and large institutions have $20.3M 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.

New
Increased
Maintained
Reduced
Closed

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: 3733 (-4)

16% less capital invested

Capital invested by funds: $24.1M → $20.3M (-$3.87M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Martin & Co
Tennessee
$4.27M +$382K +4,830 +10%
Bank of America
2
Bank of America
North Carolina
$2.39M -$1.36M -17,197 -36%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.99M +$183K +2,308 +10%
Morgan Stanley
4
Morgan Stanley
New York
$1.77M -$16.6K -210 -0.9%
SAM
5
SP Asset Management
California
$1.67M +$8.39K +106 +0.5%
HBT
6
Hills Bank & Trust
Iowa
$1.61M -$73.3K -926 -4%
Wells Fargo
7
Wells Fargo
California
$1.32M -$11.5K -145 -0.9%
LPL Financial
8
LPL Financial
California
$771K +$64.2K +811 +9%
UBS Group
9
UBS Group
Switzerland
$732K
CAGAS
10
Capital Advisory Group Advisory Services
Minnesota
$720K -$578K -7,302 -44%
FHA
11
First Horizon Advisors
Tennessee
$419K
EH
12
Equitable Holdings
New York
$391K
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$374K -$237 -3 -0.1%
TRCT
14
Tower Research Capital (TRC)
New York
$313K -$8.79K -111 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$261K +$85.2K +1,076 +48%
WI
16
Wintrust Investments
Illinois
$254K +$19.8K +250 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$225K -$41.9K -529 -16%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$200K +$203K +2,561 New
US Bancorp
19
US Bancorp
Minnesota
$141K
SPIA
20
Steward Partners Investment Advisory
New York
$136K
AP
21
Advisors Preferred
Maryland
$129K +$108K +1,370 +533%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$89K +$31.7K +400 +54%
MA
23
Montag & Associates
Georgia
$33K +$158 +2 +0.5%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$20K
GWM
25
Geneos Wealth Management
Colorado
$15K

IAK Hedge Fund Activity: Q3 2021 in Review

33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2021, worth a combined $20.3M — down 16% from $24.1M 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 $20.3M of iShares US Insurance ETF stock for Q3 2021, down 16% 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.