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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 %
Wealthfront Advisers
126
Wealthfront Advisers
California
$236K +$16.9K +126 +8%
CIA
127
Concurrent Investment Advisors
Florida
$229K +$20.3K +151 +10%
WA
128
WESPAC Advisors
California
$223K +$223K +1,658 New
RFN
129
Redwood Financial Network
Ohio
$223K +$223K +1,657 New
BRWA
130
B. Riley Wealth Advisors
Florida
$222K +$222K +1,652 New
BAAM
131
Baker Avenue Asset Management
California
$220K +$220K +1,633 New
CAM
132
Councilmark Asset Management
Tennessee
$218K – – –
HH
133
Hilltop Holdings
Texas
$213K -$6.19K -46 -3%
AA
134
Advisory Alpha
Michigan
$201K +$2.42K +18 +1%
CWM
135
Copia Wealth Management
Oregon
$189K +$67.1K +499 +55%
BC
136
Bulwark Capital
Florida
$159K +$159K +1,185 New
NS
137
NBC Securities
Alabama
$129K – – –
Russell Investments Group
138
Russell Investments Group
United Kingdom
$120K – – –
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$116K -$11.6K -86 -9%
AF
140
Advisornet Financial
Minnesota
$108K -$4.71K -35 -4%
HAP
141
Harbor Asset Planning
Massachusetts
$98.3K +$98.3K +731 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$89.6K +$1.75K +13 +2%
YDMI
143
Y.D. More Investments
Israel
$84.7K – – –
FFA
144
Farther Finance Advisors
California
$74.4K +$34K +253 +84%
ETC
145
Exchange Traded Concepts
Oklahoma
$51K +$51K +379 New
RPA
146
Redwood Park Advisors
California
$46.9K +$134 +1 +0.3%
TIM
147
Tortoise Investment Management
New York
$42.2K – – –
AAS
148
Ameritas Advisory Services
Nebraska
$41.2K +$41.2K +306 New
RIA
149
Realta Investment Advisors
Delaware
$38.3K +$38.3K +285 New
Comerica Bank
150
Comerica Bank
Texas
$34.5K -$300K -2,235 -90%
4 5
6
7 8