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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
AC
101
AlphaCore Capital
California
$435K +$413K +3,158 New
MC
102
Moors & Cabot
Massachusetts
$426K -$23.7K -181 -6%
FHA
103
First Horizon Advisors
Tennessee
$415K
FFN
104
Focus Financial Network
Minnesota
$402K +$381K +2,917 New
Marshall Wace
105
Marshall Wace
United Kingdom
$380K +$360K +2,756 New
SS
106
Sunbelt Securities
Texas
$378K +$358K +2,742 New
CAG
107
Csenge Advisory Group
Florida
$360K
Comerica Bank
108
Comerica Bank
Texas
$343K +$137K +1,046 +72%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$325K
GT
110
Glenview Trust
Kentucky
$324K
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$305K -$1.52M -11,609 -84%
SFS
112
Sowell Financial Services
Arkansas
$298K +$283K +2,164 New
ICP
113
Interchange Capital Partners
Pennsylvania
$297K +$285K +2,180 New
NWM
114
Nova Wealth Management
Florida
$289K -$6.27K -48 -2%
SWM
115
Spire Wealth Management
Virginia
$286K +$44.6K +341 +20%
PG
116
Prostatis Group
Maryland
$286K -$128K -976 -32%
LSA
117
L & S Advisors
California
$284K +$269K +2,058 New
IC
118
IEQ Capital
California
$276K
OC
119
Oppenheimer & Co
New York
$266K -$535K -4,095 -68%
LFG
120
Larson Financial Group
Missouri
$255K +$7.97K +61 +3%
WFMPM
121
Woodley Farra Manion Portfolio Management
Indiana
$252K +$239K +1,826 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$241K +$1.57K +12 +0.7%
AWS
123
Atria Wealth Solutions
New York
$232K -$457K -3,494 -67%
HH
124
Hilltop Holdings
Texas
$224K -$201K -1,535 -49%
Wealthfront Advisers
125
Wealthfront Advisers
California
$224K +$213K +1,628 New