iShares US Insurance ETF
IAK
131 hedge funds and large institutions have $183M invested in iShares US Insurance ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 29 closing their positions.
35% more call options, than puts
Call options by funds: $295K | Put options by funds: $218K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.07% less ownership
Funds ownership: 51.37% → 49.3% (-2.1%)
12% less funds holding
Funds holding: 149 → 131 (-18)
18% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 50
28% less capital invested
Capital invested by funds: $254M → $183M (-$70.1M)
52% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 29
Top Buyers
| 1 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$6.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.76M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.71M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.88M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$9.94M |
| 2 |
GF
GGM Financials
Columbus,
Ohio
|
-$9.62M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.19M |
| 4 |
WDL
Well Done LLC
Holland,
Michigan
|
-$7.14M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$5.21M |
IAK Hedge Fund Activity: Q1 2026 in Review
131 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2026, worth a combined $183M — down 28% from $254M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of IAK and 14 opened new positions — a net loss of 15 holders — while 50 trimmed existing stakes and 41 added.
The largest buyer was Cavalier Investments, opening a new position worth an estimated $6.1M. The largest seller was Morgan Stanley, cutting an estimated $9.94M.
- 131 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2026, down from 149 in Q4 2025.
- Funds reported $183M of iShares US Insurance ETF stock for Q1 2026, down 28% quarter-over-quarter.
- 14 funds opened new iShares US Insurance ETF positions in Q1 2026 and 29 closed out, a net change of -15 holders.
- The largest iShares US Insurance ETF buyer in Q1 2026 was Cavalier Investments, an estimated $6.1M added.
- The largest iShares US Insurance ETF seller in Q1 2026 was Morgan Stanley, an estimated $9.94M sold.
Based on aggregated 13F filings for Q1 2026.