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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 %
BHB
101
Bank Hapoalim BM
Israel
$438K +$6.72K +50 +2%
AC
102
AlphaCore Capital
California
$425K – – –
SB
103
Strategic Blueprint
Georgia
$422K +$422K +3,138 New
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$408K +$111K +827 +37%
OMC
105
Old Mission Capital
Illinois
$383K -$78.7K -585 -17%
CAG
106
Csenge Advisory Group
Florida
$379K – – –
TA
107
TFB Advisors
Kansas
$366K -$66.1K -492 -15%
FWCM
108
Ferguson Wellman Capital Management
Oregon
$317K – – –
GT
109
Glenview Trust
Kentucky
$316K – – –
SWM
110
Spire Wealth Management
Virginia
$313K +$34.2K +254 +12%
FCMA
111
Foresight Capital Management Advisors
Michigan
$300K +$300K +2,232 New
ICP
112
Interchange Capital Partners
Pennsylvania
$289K -$4.03K -30 -1%
DL
113
DOHJ LLC
Washington
$279K +$279K +2,140 New
NWM
114
Nova Wealth Management
Florida
$277K -$5.38K -40 -2%
LSA
115
L & S Advisors
California
$275K -$1.75K -13 -0.6%
FHA
116
First Horizon Advisors
Tennessee
$275K -$130K -970 -32%
IC
117
IEQ Capital
California
$269K – – –
LFG
118
Larson Financial Group
Missouri
$266K +$17.3K +129 +7%
Creative Planning
119
Creative Planning
Kansas
$260K +$46K +342 +21%
Truist Financial
120
Truist Financial
North Carolina
$260K +$260K +1,933 New
WFMPM
121
Woodley Farra Manion Portfolio Management
Indiana
$257K +$11.4K +85 +5%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$256K +$21.2K +158 +9%
SG Americas Securities
123
SG Americas Securities
New York
$253K +$253K +1,881 New
FFN
124
Focus Financial Network
Minnesota
$249K -$143K -1,063 -36%
SFS
125
Sowell Financial Services
Arkansas
$237K -$54K -402 -19%
3 4
5
6 7