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iShares US Insurance ETF
IAK

Overview Fund Activity

172 hedge funds and large institutions have $518M 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, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.31%
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
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$14.3M
2
Two Sigma Investments
Two Sigma Investments
New York
+$11.5M
3
MML Investors Services
MML Investors Services
Massachusetts
+$9.65M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.44M
5
Raymond James Financial
Raymond James Financial
Florida
+$4.95M

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$12M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.03M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$6.89M
4
Morgan Stanley
Morgan Stanley
New York
-$5.74M
5
JWM
Jackson Wealth Management
Florida
-$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
26
Lee, Danner & Bass
Tennessee
$5.15M +$618K +4,593 +14%
FFS
27
Founders Financial Securities
Maryland
$4.9M +$15.6K +116 +0.3%
Goldman Sachs
28
Goldman Sachs
New York
$4.55M +$783K +5,821 +21%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$4.27M +$4.27M +31,776 New
JE
30
JMAC Enterprises
Pennsylvania
$4.24M +$4.24M +31,547 New
MC
31
Martin & Co
Tennessee
$3.64M +$11.3K +84 +0.3%
NA
32
NewEdge Advisors
Louisiana
$3.6M +$300K +2,230 +9%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$3.55M +$34.4K +256 +1%
RA
34
RFG Advisory
Alabama
$3.54M +$722K +5,370 +26%
GS
35
GTS Securities
New York
$3.37M -$448K -3,333 -12%
TF
36
Tudor Financial
Ohio
$3.19M -$95.1K -707 -3%
CCA
37
Cottonwood Capital Advisors
Utah
$3.16M +$31.2K +232 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.12M +$174K +1,292 +6%
Mariner
39
Mariner
Kansas
$3.01M +$98.7K +734 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.97M +$1.11M +8,274 +60%
GPFA
41
Game Plan Financial Advisors
Ohio
$2.64M +$1.16M +8,590 +78%
SAM
42
SP Asset Management
California
$2.62M +$2.69K +20 +0.1%
AAS
43
Avantax Advisory Services
Texas
$2.43M +$147K +1,095 +6%
SFPG
44
Stonebridge Financial Planning Group
Florida
$2.31M -$13.2K -98 -0.6%
VA
45
VestGen Advisors
Illinois
$2.1M +$252K +1,872 +14%
EH
46
Equitable Holdings
New York
$2.08M -$66.6K -495 -3%
TR
47
Tepp RIA
New Jersey
$2.05M -$1.4M -10,419 -41%
Jane Street
48
Jane Street
New York
$2.05M -$1.17M -8,682 -36%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2M -$254K -1,892 -11%
CWM
50
Chicago Wealth Management
Illinois
$1.93M -$2.16M -16,065 -53%
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