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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
IA
76
IFG Advisory
Georgia
$800K
AR
77
Apeiron RIA
Texas
$758K -$22.2K -170 -3%
SF
78
Summit Financial
New Jersey
$730K +$692K +5,298 New
Jones Financial Companies
79
Jones Financial Companies
Missouri
$709K -$41.2K -315 -6%
KWA
80
Kingswood Wealth Advisors
California
$667K +$17.9K +137 +3%
MWA
81
Muirfield Wealth Advisors
North Carolina
$658K -$309K -2,365 -33%
PWM
82
Perigon Wealth Management
California
$655K -$16.6K -127 -3%
SWA
83
SFMG Wealth Advisors
Texas
$648K
BAM
84
Belpointe Asset Management
Nevada
$644K +$198K +1,514 +48%
WWM
85
WT Wealth Management
Arizona
$613K -$2.86M -21,865 -83%
US Bancorp
86
US Bancorp
Minnesota
$603K -$1.96K -15 -0.3%
SPIA
87
Steward Partners Investment Advisory
New York
$602K -$196K -1,502 -26%
AFWM
88
AMJ Financial Wealth Management
Virginia
$601K +$570K +4,364 New
RPCONE
89
Retirement Planning Company of New England
Rhode Island
$598K +$3.01K +23 +0.5%
SA
90
Sanctuary Advisors
Indiana
$595K -$119K -912 -17%
DC
91
Davenport & Co
Virginia
$564K -$236K -1,805 -31%
SCG
92
Sonata Capital Group
Washington
$551K
ATPW
93
Ashton Thomas Private Wealth
Arizona
$528K +$63.5K +486 +15%
CPA
94
Cardiff Park Advisors
California
$482K
WAG
95
Winthrop Advisory Group
Massachusetts
$476K +$50.4K +386 +13%
OMC
96
Old Mission Capital
Illinois
$473K -$1.36M -10,428 -75%
SI
97
Stephens Inc
Arkansas
$466K +$2.09K +16 +0.5%
TA
98
TFB Advisors
Kansas
$443K -$19.7K -151 -4%
BHB
99
Bank Hapoalim BM
Israel
$442K -$23.5K -180 -5%
HighTower Advisors
100
HighTower Advisors
Illinois
$437K +$111K +853 +37%