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iShares US Insurance ETF
IAK

Overview Fund Activity

164 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, 61 reducing their positions, and 15 closing their positions.

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.23%
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
61
Closed
15
Calls
$276K
Puts
$276K
Net Calls
–
Net Calls Change
-$316K

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$12M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.5M
3
MMA
3
Miracle Mile Advisors
California
$15.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$6.89M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.62M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.86M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.62M 48,044 +48,044 New
GWM
27
Geneos Wealth Management
Colorado
$5.92M 42,968 +32,899 +327%
CCA
28
Cadent Capital Advisors
Oklahoma
$5.28M 38,341 -1,067 -3%
JWM
29
Jackson Wealth Management
Florida
$5.02M 36,428 +36,428 New
WDL
30
Well Done LLC
Michigan
$4.77M 37,727 +1,437 +4%
FFS
31
Founders Financial Securities
Maryland
$4.75M 36,328 -149 -0.4%
HCM
32
Hollencrest Capital Management
California
$4.75M 34,455 -1,577 -4%
LDB
33
Lee, Danner & Bass
Tennessee
$4.65M 33,745 -750 -2%
CWM
34
Chicago Wealth Management
Illinois
$4.19M 30,410 -365 -1%
GS
35
GTS Securities
New York
$3.91M 28,373 +28,373 New
Goldman Sachs
36
Goldman Sachs
New York
$3.86M 28,026 -80,818 -74%
MC
37
Martin & Co
Tennessee
$3.72M 26,995 +54 +0.2%
PAG
38
Private Advisor Group
New Jersey
$3.62M 26,252 -15,055 -36%
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$3.6M 26,150 +808 +3%
TR
40
Tepp RIA
New Jersey
$3.54M 25,691 +22,004 +597%
NA
41
NewEdge Advisors
Louisiana
$3.38M 24,553 +1,233 +5%
TF
42
Tudor Financial
Ohio
$3.37M 24,466 -39 -0.2%
Jane Street
43
Jane Street
New York
$3.29M 23,906 +7,689 +47%
CCA
44
Cottonwood Capital Advisors
Utah
$3.21M 23,305 +2,406 +12%
Citadel Advisors
45
Citadel Advisors
Florida
$3.1M 22,461 +19,286 +607%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.02M 21,883 -55,296 -72%
Mariner
47
Mariner
Kansas
$2.98M 21,628 -3,474 -14%
RA
48
RFG Advisory
Alabama
$2.89M 20,984 +4,487 +27%
SAM
49
SP Asset Management
California
$2.69M 19,485 -629 -3%
SFPG
50
Stonebridge Financial Planning Group
Florida
$2.38M 17,289 +688 +4%
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