IAK icon

iShares US Insurance ETF
IAK

Overview Fund Activity

171 hedge funds and large institutions have $516M invested in iShares US Insurance ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 24 closing their positions.

Holders
171
Holders Change
+7
Holders Change %
+4.27%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
66
Reduced
49
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$29.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.5M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$29.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.8M
5
Raymond James Financial
5
Raymond James Financial
Florida
$12.7M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.24M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$41.7M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LDB
26
Lee, Danner & Bass
Tennessee
$5.15M 38,338 +4,593 +14%
FFS
27
Founders Financial Securities
Maryland
$4.9M 36,444 +116 +0.3%
Goldman Sachs
28
Goldman Sachs
New York
$4.55M 33,847 +5,821 +21%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$4.27M 31,776 +31,776 New
JE
30
JMAC Enterprises
Pennsylvania
$4.24M 31,547 +31,547 New
MC
31
Martin & Co
Tennessee
$3.64M 27,079 +84 +0.3%
NA
32
NewEdge Advisors
Louisiana
$3.6M 26,783 +2,230 +9%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$3.55M 26,406 +256 +1%
RA
34
RFG Advisory
Alabama
$3.54M 26,354 +5,370 +26%
GS
35
GTS Securities
New York
$3.37M 25,040 -3,333 -12%
TF
36
Tudor Financial
Ohio
$3.19M 23,759 -707 -3%
CCA
37
Cottonwood Capital Advisors
Utah
$3.16M 23,537 +232 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.12M 23,175 +1,292 +6%
Mariner
39
Mariner
Kansas
$3.01M 22,362 +734 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.97M 22,049 +8,274 +60%
GPFA
41
Game Plan Financial Advisors
Ohio
$2.64M 19,655 +8,590 +78%
SAM
42
SP Asset Management
California
$2.62M 19,505 +20 +0.1%
AAS
43
Avantax Advisory Services
Texas
$2.43M 18,067 +1,095 +6%
SFPG
44
Stonebridge Financial Planning Group
Florida
$2.31M 17,191 -98 -0.6%
VA
45
VestGen Advisors
Illinois
$2.1M 15,648 +1,872 +14%
EH
46
Equitable Holdings
New York
$2.08M 15,477 -495 -3%
TR
47
Tepp RIA
New Jersey
$2.05M 15,272 -10,419 -41%
Jane Street
48
Jane Street
New York
$2.05M 15,224 -8,682 -36%
CWM
49
Chicago Wealth Management
Illinois
$1.93M 14,345 -16,065 -53%
ES
50
Eagle Strategies
New York
$1.88M 13,972 +379 +3%
1
2
3 4 5