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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 %
DT
126
Diversified Trust
Tennessee
$220K +$220K +1,600 New
Creative Planning
127
Creative Planning
Kansas
$219K -$16.5K -120 -7%
CIA
128
Concurrent Investment Advisors
Florida
$214K -$51.4K -373 -19%
IAA
129
Ironsides Asset Advisors
North Carolina
$212K +$212K +1,535 New
AA
130
Advisory Alpha
Michigan
$203K +$203K +1,473 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$190K +$4.13K +30 +2%
Belvedere Trading
132
Belvedere Trading
Illinois
$179K -$55.1K -400 -24%
CF
133
Centaurus Financial
California
$142K -$11.3K -82 -7%
NS
134
NBC Securities
Alabama
$132K +$132K +965 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$131K -$123K -894 -48%
CWM
136
Copia Wealth Management
Oregon
$125K +$125K +904 New
Russell Investments Group
137
Russell Investments Group
United Kingdom
$123K – – –
AF
138
Advisornet Financial
Minnesota
$115K -$17.2K -125 -13%
PTC
139
Private Trust Company
Ohio
$103K +$103K +748 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$90.2K +$276 +2 +0.3%
YDMI
141
Y.D. More Investments
Israel
$86.8K – – –
MA
142
Montag & Associates
Georgia
$62.5K +$276 +2 +0.4%
RPA
143
Redwood Park Advisors
California
$48K – – –
WT
144
Washington Trust
Rhode Island
$47.4K – – –
TIM
145
Tortoise Investment Management
New York
$43.3K – – –
FFA
146
Farther Finance Advisors
California
$41.5K +$41.5K +300 New
AWM
147
AE Wealth Management
Kansas
$29.9K -$128K -930 -81%
HI
148
Harbour Investments
Wisconsin
$27.6K – – –
FFA
149
Founders Financial Alliance
North Carolina
$24.4K +$138 +1 +0.6%
IA
150
IFP Advisors
Florida
$24.1K – – –
4 5
6
7 8