Hilltop Holdings’s iShares US Insurance ETF IAK Stock Holding History

Hilltop Holdings’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
2025 Q3	–	Sell	-1,583	Closed	-$213K	–	940
2025 Q2	$213K	Sell	1,583 -46	-3%	-$6.11K	0.01%	802
2025 Q1	$224K	Sell	1,629 -1,535	-49%	-$201K	0.01%	769
2024 Q4	$400K	Buy	3,164 +375	+13%	+$48.9K	0.03%	571
2024 Q3	$360K	Buy	+2,789	New	+$340K	0.02%	596

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hilltop Holdings's IAK Position: Q3 2025 in Review

Hilltop Holdings sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 1,583 shares — an estimated $213K sold.

Hilltop Holdings first reported a position in IAK in Q3 2024 and held it in 4 quarters. The position peaked at $400K in Q4 2024. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Hilltop Holdings reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Hilltop Holdings sold 1,583 iShares US Insurance ETF shares in Q3 2025, an estimated $213K.
Hilltop Holdings first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 4 quarters.
Hilltop Holdings's iShares US Insurance ETF position peaked at $400K in Q4 2024.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Hilltop Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.