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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 %
ES
51
Eagle Strategies
New York
$1.88M +$51K +379 +3%
HBT
52
Hills Bank & Trust
Iowa
$1.84M -$47.9K -356 -3%
JWCA
53
J.W. Cole Advisors
Florida
$1.72M +$1.72M +12,816 New
GVAG
54
Great Valley Advisor Group
Delaware
$1.67M +$20.4K +152 +1%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$1.58M +$28.9K +215 +2%
OWA
56
Outlook Wealth Advisors
Texas
$1.57M +$1.57M +11,679 New
GCA
57
Genesee Capital Advisors
New York
$1.42M +$563K +4,188 +66%
GWM
58
Geneos Wealth Management
Colorado
$1.32M -$4.46M -33,139 -77%
LJCM
59
Lee Johnson Capital Management
Texas
$1.31M +$1.31M +9,779 New
TRCT
60
Tower Research Capital (TRC)
New York
$1.3M +$452K +3,363 +53%
KPWS
61
Kestra Private Wealth Services
Texas
$1.26M +$1.75K +13 +0.1%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.24M -$8.03M -59,696 -87%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.22M +$793K +5,894 +186%
KF
64
KKM Financial
Illinois
$1.22M – – –
PWM
65
Perigon Wealth Management
California
$1.21M +$567K +4,219 +89%
SAF
66
Smith Anglin Financial
Texas
$1.19M -$91.8K -683 -7%
AF
67
Allworth Financial
California
$1.09M -$187K -1,392 -15%
AI
68
Atria Investments
North Carolina
$1.05M -$56.7K -422 -5%
FMP
69
Financial Management Professionals
Texas
$1.03M +$1.03M +7,674 New
BI
70
Bramshill Investments
Florida
$1.01M +$1.01M +7,500 New
LG
71
Leuthold Group
Minnesota
$983K +$25.4K +189 +3%
DWA
72
Delos Wealth Advisors
Texas
$941K -$94.3K -701 -9%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$934K +$242K +1,820 +35%
P
74
&Partners
Tennessee
$889K -$67.5K -502 -7%
FEM
75
Fulcrum Equity Management
Texas
$854K +$854K +6,351 New
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3
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