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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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$813K -$185K -1,373 -18%
FGA
77
Fortis Group Advisors
New Jersey
$760K -$489K -3,835 -39%
SPIA
78
Steward Partners Investment Advisory
New York
$755K +$168K +1,250 +29%
IA
79
IFG Advisory
Georgia
$752K -$28.4K -211 -4%
AR
80
Apeiron RIA
Texas
$732K -$7.53K -56 -1%
ECA
81
Elevate Capital Advisors
Colorado
$689K +$689K +5,125 New
BAM
82
Belpointe Asset Management
Nevada
$678K +$49.3K +367 +8%
FTUS
83
Flow Traders U.S.
New York
$671K +$671K +4,991 New
KWA
84
Kingswood Wealth Advisors
California
$671K +$20.2K +150 +3%
SWA
85
SFMG Wealth Advisors
Texas
$633K – – –
DC
86
Davenport & Co
Virginia
$621K +$70.6K +525 +13%
EA
87
Efficient Advisors
Ohio
$606K +$606K +4,504 New
PAG
88
Private Advisor Group
New Jersey
$600K -$2.93M -21,791 -83%
MWA
89
Muirfield Wealth Advisors
North Carolina
$588K -$53.1K -395 -8%
RPCONE
90
Retirement Planning Company of New England
Rhode Island
$579K -$4.44K -33 -0.8%
US Bancorp
91
US Bancorp
Minnesota
$568K -$20.2K -150 -3%
CA
92
CoreCap Advisors
Michigan
$563K +$563K +4,185 New
AWA
93
Arkadios Wealth Advisors
Georgia
$562K +$562K +4,179 New
GM
94
GeoWealth Management
Illinois
$526K -$1.18M -8,751 -69%
SCG
95
Sonata Capital Group
Washington
$511K -$26.9K -200 -5%
WAG
96
Winthrop Advisory Group
Massachusetts
$500K +$36.3K +270 +8%
Citadel Advisors
97
Citadel Advisors
Florida
$500K -$2.52M -18,745 -83%
CPA
98
Cardiff Park Advisors
California
$471K – – –
SF
99
Summit Financial
New Jersey
$463K -$249K -1,854 -35%
SI
100
Stephens Inc
Arkansas
$455K +$941 +7 +0.2%
2 3
4
5 6