iShares US Insurance ETF
IAK
76 hedge funds and large institutions have $220M invested in iShares US Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.
258% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 12
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
7% more capital invested
Capital invested by funds: $205M → $220M (+$15M)
7% more funds holding
Funds holding: 71 → 76 (+5)
2.71% more ownership
Funds ownership: 68.47% → 71.18% (+2.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$16.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.18M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.07M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.97M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.9M |
| 2 |
LAM
LFS Asset Management
San Ramon,
California
|
-$4.51M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1.71M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$557K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$469K |
IAK Hedge Fund Activity: Q3 2022 in Review
76 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q3 2022, worth a combined $220M — up 7.3% from $205M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IAK positions and 8 closed out — a net gain of 6 holders — while 43 added to existing stakes and 12 trimmed.
The largest buyer was SPC Financial Inc, opening a new position worth an estimated $16.4M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.
- 76 institutional investors held iShares US Insurance ETF (IAK) as of Q3 2022, up from 71 in Q2 2022.
- Funds reported $220M of iShares US Insurance ETF stock for Q3 2022, up 7.3% quarter-over-quarter.
- 14 funds opened new iShares US Insurance ETF positions in Q3 2022 and 8 closed out, a net change of +6 holders.
- The largest iShares US Insurance ETF buyer in Q3 2022 was SPC Financial Inc, an estimated $16.4M added.
- The largest iShares US Insurance ETF seller in Q3 2022 was Morgan Stanley, an estimated $22.9M sold.
Based on aggregated 13F filings for Q3 2022.