Citadel Advisors
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Citadel Advisors’s iShares US Insurance ETF IAK Stock Holding History

Citadel Advisors’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.82M Buy
+14,194
New +$1.88M ﹤0.01% 6274
2025
Q4 		– Sell
-11,944
Closed -$1.58M – 13259
2025
Q3 		$1.6M Buy
11,944
+8,228
+221% +$1.08M ﹤0.01% 6523
2025
Q2 		$500K Sell
3,716
-18,745
-83% -$2.49M ﹤0.01% 8631
2025
Q1 		$3.1M Buy
22,461
+19,286
+607% +$2.52M ﹤0.01% 4709
2024
Q4 		$402K Sell
3,175
-459
-13% -$59.9K ﹤0.01% 9044
2024
Q3 		$469K Sell
3,634
-39,355
-92% -$4.8M ﹤0.01% 8398
2024
Q2 		$4.85M Buy
42,989
+14,128
+49% +$1.61M ﹤0.01% 3789
2024
Q1 		$3.39M Buy
28,861
+25,579
+779% +$2.78M ﹤0.01% 4581
2023
Q4 		$329K Sell
3,282
-4,152
-56% -$400K ﹤0.01% 8989
2023
Q3 		$681K Sell
7,434
-4,746
-39% -$431K ﹤0.01% 7385
2023
Q2 		$1.07M Sell
12,180
-15,537
-56% -$1.34M ﹤0.01% 6316
2023
Q1 		$2.37M Buy
+27,717
New +$2.52M ﹤0.01% 5033
2022
Q4 		– Sell
-14,186
Closed -$1.12M – 15115
2022
Q3 		$1.12M Buy
14,186
+5,298
+60% +$441K ﹤0.01% 6740
2022
Q2 		$737K Buy
+8,888
New +$769K ﹤0.01% 7736
2022
Q1 		– Sell
-4,527
Closed -$378K – 14015
2021
Q4 		$378K Buy
+4,527
New +$373K ﹤0.01% 10371
2021
Q3 		– Sell
-33,285
Closed -$2.58M – 14179
2021
Q2 		$2.58M Buy
33,285
+21,658
+186% +$1.71M ﹤0.01% 5958
2021
Q1 		$863K Sell
11,627
-2,529
-18% -$180K ﹤0.01% 8469
2020
Q4 		$956K Sell
14,156
-20,167
-59% -$1.26M ﹤0.01% 6888
2020
Q3 		$1.91M Buy
34,323
+4,579
+15% +$262K ﹤0.01% 4796
2020
Q2 		$1.64M Buy
29,744
+655
+2% +$34.4K ﹤0.01% 4922
2020
Q1 		$1.44M Buy
29,089
+18,283
+169% +$1.2M ﹤0.01% 4693
2019
Q4 		$771K Sell
10,806
-21,584
-67% -$1.52M ﹤0.01% 6067
2019
Q3 		$2.33M Sell
32,390
-788
-2% -$55.9K ﹤0.01% 4237
2019
Q2 		$2.35M Sell
33,178
-9,046
-21% -$616K ﹤0.01% 4249
2019
Q1 		$2.69M Buy
42,224
+36,345
+618% +$2.27M ﹤0.01% 3960
2018
Q4 		$339K Sell
5,879
-24,970
-81% -$1.53M ﹤0.01% 7050
2018
Q3 		$2.05M Buy
30,849
+26,505
+610% +$1.73M ﹤0.01% 4376
2018
Q2 		$267K Sell
4,344
-3,111
-42% -$199K ﹤0.01% 7407
2018
Q1 		$481K Buy
+7,455
New +$494K ﹤0.01% 5941
2017
Q1 		– Sell
-12,349
Closed -$733K – 7704
2016
Q4 		$733K Sell
12,349
-8,677
-41% -$488K ﹤0.01% 4316
2016
Q3 		$1.11M Buy
21,026
+11,191
+114% +$583K ﹤0.01% 3710
2016
Q2 		$498K Sell
9,835
-17,533
-64% -$890K ﹤0.01% 4491
2016
Q1 		$1.37M Buy
+27,368
New +$1.31M ﹤0.01% 3096
2015
Q4 		– Sell
-27,573
Closed -$1.34M – 8906
2015
Q3 		$1.34M Buy
+27,573
New +$1.41M ﹤0.01% 3432

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's IAK Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares US Insurance ETF (IAK) in Q1 2026: 14,194 shares worth $1.82M. The stake represents ﹤0.01% of the portfolio and ranks #6274 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in IAK as recently as Q3 2025.

Citadel Advisors first reported a position in IAK in Q3 2015 and has held it in 34 quarters since. The position peaked at $4.85M in Q2 2024. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Citadel Advisors held 14,194 shares of iShares US Insurance ETF worth $1.82M as of Q1 2026.
  • iShares US Insurance ETF was a new Citadel Advisors position in Q1 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6274 holding.
  • Citadel Advisors first reported a position in iShares US Insurance ETF in Q3 2015 and has held it in 34 quarters since.
  • Citadel Advisors's iShares US Insurance ETF position peaked at $4.85M in Q2 2024.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.