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iShares US Insurance ETF

165 hedge funds and large institutions have $521M invested in iShares US Insurance ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $478M → $521M (+$43.6M)

6% more funds holding

Funds holding: 155165 (+10)

1.89% more ownership

Funds ownership: 63.99%65.88% (+1.9%)

0% more call options, than puts

Call options by funds: $276K | Put options by funds: $276K

21% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 62

Holders
165
Holders Change
+10
Holders Change %
+6.45%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
28
Increased
49
Reduced
62
Closed
15
Calls
$276K
Puts
$276K
Net Calls
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.62M +$6.28M +48,044 New
GWM
27
Geneos Wealth Management
Colorado
$5.92M +$4.3M +32,899 +327%
CCA
28
Cadent Capital Advisors
Oklahoma
$5.28M -$139K -1,067 -3%
JWM
29
Jackson Wealth Management
Florida
$5.02M +$4.76M +36,428 New
WDL
30
Well Done LLC
Michigan
$4.77M +$188K +1,437 +4%
FFS
31
Founders Financial Securities
Maryland
$4.75M -$19.5K -149 -0.4%
HCM
32
Hollencrest Capital Management
California
$4.75M -$206K -1,577 -4%
LDB
33
Lee, Danner & Bass
Tennessee
$4.65M -$98K -750 -2%
CWM
34
Chicago Wealth Management
Illinois
$4.19M -$47.7K -365 -1%
GS
35
GTS Securities
New York
$3.91M +$3.71M +28,373 New
Goldman Sachs
36
Goldman Sachs
New York
$3.86M -$10.6M -80,818 -74%
MC
37
Martin & Co
Tennessee
$3.72M +$7.06K +54 +0.2%
PAG
38
Private Advisor Group
New Jersey
$3.62M -$1.97M -15,055 -36%
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$3.6M +$106K +808 +3%
TR
40
Tepp RIA
New Jersey
$3.54M +$2.88M +22,004 +597%
NA
41
NewEdge Advisors
Louisiana
$3.38M +$161K +1,233 +5%
TF
42
Tudor Financial
Ohio
$3.37M -$5.1K -39 -0.2%
Jane Street
43
Jane Street
New York
$3.29M +$1M +7,689 +47%
CCA
44
Cottonwood Capital Advisors
Utah
$3.21M +$314K +2,406 +12%
Citadel Advisors
45
Citadel Advisors
Florida
$3.1M +$2.52M +19,286 +607%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.02M -$7.23M -55,296 -72%
Mariner
47
Mariner
Kansas
$2.98M -$454K -3,474 -14%
RA
48
RFG Advisory
Alabama
$2.89M +$586K +4,487 +27%
SAM
49
SP Asset Management
California
$2.69M -$82.2K -629 -3%
SFPG
50
Stonebridge Financial Planning Group
Florida
$2.38M +$89.9K +688 +4%