iShares US Insurance ETF

IAK

Market cap $715M

Overview Fund Activity

133.67 USD

-0.43

0.32%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.32%

5 days

1.26%

1 month

3.12%

3 months

0.16%

6 months

1.37%

Year to date

6.33%

1 year

5.48%

5 years

129.63%

10 years

172.24%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

5% more funds holding

Funds holding: 164 [Q1] → 173 (+9) [Q2]

0% less capital invested

Capital invested by funds: $521M [Q1] → $518M (-$2.55M) [Q2]

2.43% less ownership

Funds ownership: 65.8% [Q1] → 63.37% (-2.43%) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 4 (-2) [Q2]

See Fund Rankings

Financial journalist opinion

2025 U.S. P&C Insurance Market Report Projects Stability Amid Broader Volatility

After the industry's combined ratio improved by 5.1 percentage points in 2024 to an 11-year low of 96.5% due in large part to a spectacular fourth quarter for the personal lines, our outlook for 2025 and 2026 contemplates narrower profit margins. A decidedly more favorable operating environment in the private auto business, which accounted for 33.6% of US P&C industry direct premiums written in 2024, will have negative implications for top-line growth in 2025 and 2026 in particular, as some carriers have begun to lower rates.

2025 U.S. P&C Insurance Market Report Projects Stability Amid Broader Volatility

IAK: Insurers Offer Attractive Returns After Recent Underperformance

The iShares U.S. Insurance ETF allocates its assets primarily to Property & Casualty insurance stocks. Southern California wildfires have likely contributed to IAK underperforming U.S. financials so far this year, in line with trends observed during past natural disasters. Weak price gains have resulted in IAK holdings trading at only 12x their trailing earnings, a 33% discount to U.S. financials ex-insurance.

IAK: Insurers Offer Attractive Returns After Recent Underperformance

Zacks Investment Research

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

If you're interested in broad exposure to the Financials - Insurance segment of the equity market, look no further than the iShares U.S. Insurance ETF (IAK), a passively managed exchange traded fund launched on 05/01/2006.

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

IAK: Bullish Trifecta Of Valuation, Momentum, And Technical

I reiterate my buy rating on iShares U.S. Insurance ETF, citing strong momentum, compelling valuation, and favorable technicals as we approach mid-2025. Insurance stocks have outperformed the S&P 500 and financial sector, with IAK up 7.2% YTD and delivering solid risk-adjusted returns. The Fund offers value-leaning exposure, a high long-term earnings growth rate, and a record-high 2024 dividend payout, despite portfolio concentration risks.

IAK: Bullish Trifecta Of Valuation, Momentum, And Technical

Zacks Investment Research

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

Launched on 05/01/2006, the iShares U.S. Insurance ETF (IAK) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Insurance segment of the equity market.

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

Zacks Investment Research

Diagnosing the Market on Health Day: 6 ETFs Looking Healthy

Following the worst week since the start of the pandemic, let's examine the health of the U.S. stock market on World Health Day.

Diagnosing the Market on Health Day: 6 ETFs Looking Healthy

Zacks Investment Research

Fearing Trade War? Hide Under These 2 Sector ETFs Instead of Small Caps

Small-cap ETFs are not a great place to seek refuge amid trade war tensions. Instead, insurance and utilities could be a great place to be invested, per some strategists.

Fearing Trade War? Hide Under These 2 Sector ETFs Instead of Small Caps

IAK: A Defensive ETF Buy

The iShares U.S. Insurance ETF (IAK) offers exposure to U.S. insurance companies. IAK charges an expense ratio of 0.39% and has underperformed the broader market but with significantly less risk due to the insurance sector's stability. Unlike high-valuation defensive sectors like Utilities and Consumer Staples, the insurance sector trades at a substantial discount despite similar growth prospects.

IAK: A Defensive ETF Buy

Zacks Investment Research

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

Launched on 05/01/2006, the iShares U.S. Insurance ETF (IAK) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Insurance segment of the equity market.

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

Insurtechs Shine On Wall Street In 2024 As Managed Care Struggles

Insurance technology companies were some of the best performing US insurers on Wall Street over the course of 2024, while the managed care sector had a less resilient year. Root Inc., Clover Health Investments Corp., Hippo Holdings Inc. and Lemonade Inc. were the top four performers for insurers with a market cap greater than $300 million for the year.

Insurtechs Shine On Wall Street In 2024 As Managed Care Struggles

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