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iShares US Insurance ETF

175 hedge funds and large institutions have $524M invested in iShares US Insurance ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$12M
2 -$8.03M
3 -$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
Change in
Stake
CPA
101
Cardiff Park Advisors
California
$471K
SF
102
Summit Financial
New Jersey
$463K
SI
103
Stephens Inc
Arkansas
$455K
BHB
104
Bank Hapoalim BM
Israel
$438K
AC
105
AlphaCore Capital
California
$425K
SB
106
Strategic Blueprint
Georgia
$422K
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$408K
OMC
108
Old Mission Capital
Illinois
$383K
CAG
109
Csenge Advisory Group
Florida
$379K
TA
110
TFB Advisors
Kansas
$366K
FWCM
111
Ferguson Wellman Capital Management
Oregon
$317K
GT
112
Glenview Trust
Kentucky
$316K
SWM
113
Spire Wealth Management
Virginia
$313K
FCMA
114
Foresight Capital Management Advisors
Michigan
$300K
ICP
115
Interchange Capital Partners
Pennsylvania
$289K
DL
116
DOHJ LLC
Washington
$279K
NWM
117
Nova Wealth Management
Florida
$277K
LSA
118
L & S Advisors
California
$275K
FHA
119
First Horizon Advisors
Tennessee
$275K
IC
120
IEQ Capital
California
$269K
LFG
121
Larson Financial Group
Missouri
$266K
Creative Planning
122
Creative Planning
Kansas
$260K
Truist Financial
123
Truist Financial
North Carolina
$260K
WFMPM
124
Woodley Farra Manion Portfolio Management
Indiana
$257K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$256K