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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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.86M
2
MML Investors Services
MML Investors Services
Massachusetts
$20.3M
3
Morgan Stanley
Morgan Stanley
New York
$48.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.02M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFG Advisory
Georgia
$800K – – –
AR
77
Apeiron RIA
Texas
$758K -$23.4K -170 -3%
SF
78
Summit Financial
New Jersey
$730K +$730K +5,298 New
Jones Financial Companies
79
Jones Financial Companies
Missouri
$709K -$42.9K -315 -6%
KWA
80
Kingswood Wealth Advisors
California
$667K +$18.9K +137 +3%
MWA
81
Muirfield Wealth Advisors
North Carolina
$658K -$326K -2,365 -33%
PWM
82
Perigon Wealth Management
California
$655K -$17.5K -127 -3%
SWA
83
SFMG Wealth Advisors
Texas
$648K – – –
BAM
84
Belpointe Asset Management
Nevada
$644K +$209K +1,514 +48%
WWM
85
WT Wealth Management
Arizona
$613K -$3.01M -21,865 -83%
US Bancorp
86
US Bancorp
Minnesota
$603K -$2.07K -15 -0.3%
SPIA
87
Steward Partners Investment Advisory
New York
$602K -$207K -1,502 -26%
AFWM
88
AMJ Financial Wealth Management
Virginia
$601K +$601K +4,364 New
RPCONE
89
Retirement Planning Company of New England
Rhode Island
$598K +$3.17K +23 +0.5%
DC
90
Davenport & Co
Virginia
$564K -$249K -1,805 -31%
SCG
91
Sonata Capital Group
Washington
$551K – – –
ATPW
92
Ashton Thomas Private Wealth
Arizona
$528K +$67K +486 +15%
CPA
93
Cardiff Park Advisors
California
$482K – – –
WAG
94
Winthrop Advisory Group
Massachusetts
$476K +$53.2K +386 +13%
OMC
95
Old Mission Capital
Illinois
$473K -$1.44M -10,428 -75%
SI
96
Stephens Inc
Arkansas
$466K +$2.21K +16 +0.5%
TA
97
TFB Advisors
Kansas
$443K -$20.8K -151 -4%
BHB
98
Bank Hapoalim BM
Israel
$442K -$24.8K -180 -5%
HighTower Advisors
99
HighTower Advisors
Illinois
$437K +$118K +853 +37%
AC
100
AlphaCore Capital
California
$435K +$435K +3,158 New
2 3
4
5 6