We are live on ! Find out more
IAK icon

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
AAS
51
Avantax Advisory Services
Texas
$2.34M +$300K +2,293 +16%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$2.31M +$1.91M +14,610 +684%
EH
53
Equitable Holdings
New York
$2.2M -$940K -7,191 -31%
HBT
54
Hills Bank & Trust
Iowa
$1.94M -$83.5K -639 -4%
VA
55
VestGen Advisors
Illinois
$1.9M +$1.8M +13,776 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.9M -$272K -2,085 -13%
ES
57
Eagle Strategies
New York
$1.87M +$12.7K +97 +0.7%
GM
58
GeoWealth Management
Illinois
$1.74M +$1.65M +12,658 +632,900%
GVAG
59
Great Valley Advisor Group
Delaware
$1.69M +$23.9K +183 +2%
PA
60
PFG Advisors
Arizona
$1.62M -$50.7K -388 -3%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$1.59M
GPFA
62
Game Plan Financial Advisors
Ohio
$1.52M +$210K +1,610 +17%
FGA
63
Fortis Group Advisors
New Jersey
$1.35M -$1.3M -9,933 -50%
SAF
64
Smith Anglin Financial
Texas
$1.32M -$127K -970 -9%
KPWS
65
Kestra Private Wealth Services
Texas
$1.29M +$72.7K +556 +6%
KF
66
KKM Financial
Illinois
$1.25M -$4.97K -38 -0.4%
AF
67
Allworth Financial
California
$1.24M -$428K -3,274 -26%
AI
68
Atria Investments
North Carolina
$1.14M +$24.4K +187 +2%
DWA
69
Delos Wealth Advisors
Texas
$1.06M +$3.66K +28 +0.4%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.02M +$211K +1,613 +28%
LG
71
Leuthold Group
Minnesota
$981K -$1.3M -9,981 -58%
P
72
&Partners
Tennessee
$968K +$28.6K +219 +3%
SWP
73
Stratos Wealth Partners
Ohio
$895K -$6.8K -52 -0.8%
GCA
74
Genesee Capital Advisors
New York
$879K -$415K -3,174 -33%
TRCT
75
Tower Research Capital (TRC)
New York
$867K +$49.4K +378 +6%