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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
CAM
126
Councilmark Asset Management
Tennessee
$224K
DT
127
Diversified Trust
Tennessee
$220K +$209K +1,600 New
Creative Planning
128
Creative Planning
Kansas
$219K -$15.7K -120 -7%
CIA
129
Concurrent Investment Advisors
Florida
$214K -$48.7K -373 -19%
IAA
130
Ironsides Asset Advisors
North Carolina
$212K +$201K +1,535 New
AA
131
Advisory Alpha
Michigan
$203K +$193K +1,473 New
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$190K +$3.92K +30 +2%
Belvedere Trading
133
Belvedere Trading
Illinois
$179K -$52.3K -400 -24%
CF
134
Centaurus Financial
California
$142K -$10.7K -82 -7%
NS
135
NBC Securities
Alabama
$132K +$126K +965 New
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$131K -$117K -894 -48%
CWM
137
Copia Wealth Management
Oregon
$125K +$118K +904 New
Russell Investments Group
138
Russell Investments Group
United Kingdom
$123K
AF
139
Advisornet Financial
Minnesota
$115K -$16.3K -125 -13%
PTC
140
Private Trust Company
Ohio
$103K +$97.8K +748 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$90.2K +$261 +2 +0.3%
YDMI
142
Y.D. More Investments
Israel
$86.8K
MA
143
Montag & Associates
Georgia
$62.5K +$261 +2 +0.4%
RPA
144
Redwood Park Advisors
California
$48K
WT
145
Washington Trust
Rhode Island
$47.4K
TIM
146
Tortoise Investment Management
New York
$43.3K
FFA
147
Farther Finance Advisors
California
$41.5K +$39.2K +300 New
AWM
148
AE Wealth Management
Kansas
$29.9K -$122K -930 -81%
HI
149
Harbour Investments
Wisconsin
$27.6K
FFA
150
Founders Financial Alliance
North Carolina
$24.4K +$131 +1 +0.6%