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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 %
MC
101
Moors & Cabot
Massachusetts
$426K -$24.9K -181 -6%
FHA
102
First Horizon Advisors
Tennessee
$415K – – –
FFN
103
Focus Financial Network
Minnesota
$402K +$402K +2,917 New
Marshall Wace
104
Marshall Wace
United Kingdom
$380K +$380K +2,756 New
SS
105
Sunbelt Securities
Texas
$378K +$378K +2,742 New
CAG
106
Csenge Advisory Group
Florida
$360K – – –
Comerica Bank
107
Comerica Bank
Texas
$343K +$144K +1,046 +72%
FWCM
108
Ferguson Wellman Capital Management
Oregon
$325K – – –
GT
109
Glenview Trust
Kentucky
$324K – – –
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$305K -$1.6M -11,609 -84%
SFS
111
Sowell Financial Services
Arkansas
$298K +$298K +2,164 New
ICP
112
Interchange Capital Partners
Pennsylvania
$297K +$297K +2,180 New
NWM
113
Nova Wealth Management
Florida
$289K -$6.61K -48 -2%
SWM
114
Spire Wealth Management
Virginia
$286K +$47K +341 +20%
PG
115
Prostatis Group
Maryland
$286K -$135K -976 -32%
LSA
116
L & S Advisors
California
$284K +$284K +2,058 New
IC
117
IEQ Capital
California
$276K – – –
OC
118
Oppenheimer & Co
New York
$266K -$564K -4,095 -68%
LFG
119
Larson Financial Group
Missouri
$255K +$8.41K +61 +3%
WFMPM
120
Woodley Farra Manion Portfolio Management
Indiana
$252K +$252K +1,826 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$241K +$1.65K +12 +0.7%
AWS
122
Atria Wealth Solutions
New York
$232K -$482K -3,494 -67%
HH
123
Hilltop Holdings
Texas
$224K -$212K -1,535 -49%
Wealthfront Advisers
124
Wealthfront Advisers
California
$224K +$224K +1,628 New
CAM
125
Councilmark Asset Management
Tennessee
$224K – – –
3 4
5
6 7