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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
SG Americas Securities
126
SG Americas Securities
New York
$253K
FFN
127
Focus Financial Network
Minnesota
$249K
SFS
128
Sowell Financial Services
Arkansas
$237K
Wealthfront Advisers
129
Wealthfront Advisers
California
$236K
CIA
130
Concurrent Investment Advisors
Florida
$229K
WA
131
WESPAC Advisors
California
$223K
RFN
132
Redwood Financial Network
Ohio
$223K
BRWA
133
B. Riley Wealth Advisors
Florida
$222K
BAAM
134
Baker Avenue Asset Management
California
$220K
CAM
135
Councilmark Asset Management
Tennessee
$218K
HH
136
Hilltop Holdings
Texas
$213K
AA
137
Advisory Alpha
Michigan
$201K
CWM
138
Copia Wealth Management
Oregon
$189K
BC
139
Bulwark Capital
Florida
$159K
NS
140
NBC Securities
Alabama
$129K
Russell Investments Group
141
Russell Investments Group
United Kingdom
$120K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$116K
AF
143
Advisornet Financial
Minnesota
$108K
HAP
144
Harbor Asset Planning
Massachusetts
$98.3K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$89.6K
YDMI
146
Y.D. More Investments
Israel
$84.7K
FFA
147
Farther Finance Advisors
California
$74.4K
ETC
148
Exchange Traded Concepts
Oklahoma
$51K
RPA
149
Redwood Park Advisors
California
$46.9K
TIM
150
Tortoise Investment Management
New York
$42.2K