IAK icon

iShares US Insurance ETF

174 hedge funds and large institutions have $522M invested in iShares US Insurance ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
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
FFN
126
Focus Financial Network
Minnesota
$249K
SFS
127
Sowell Financial Services
Arkansas
$237K
Wealthfront Advisers
128
Wealthfront Advisers
California
$236K
CIA
129
Concurrent Investment Advisors
Florida
$229K
WA
130
WESPAC Advisors
California
$223K
RFN
131
Redwood Financial Network
Ohio
$223K
BRWA
132
B. Riley Wealth Advisors
Florida
$222K
BAAM
133
Baker Avenue Asset Management
California
$220K
CAM
134
Councilmark Asset Management
Tennessee
$218K
HH
135
Hilltop Holdings
Texas
$213K
AA
136
Advisory Alpha
Michigan
$201K
CWM
137
Copia Wealth Management
Oregon
$189K
BC
138
Bulwark Capital
Florida
$159K
NS
139
NBC Securities
Alabama
$129K
Russell Investments Group
140
Russell Investments Group
United Kingdom
$120K
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$116K
AF
142
Advisornet Financial
Minnesota
$108K
HAP
143
Harbor Asset Planning
Massachusetts
$98.3K
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$89.6K
YDMI
145
Y.D. More Investments
Israel
$84.7K
FFA
146
Farther Finance Advisors
California
$74.4K
ETC
147
Exchange Traded Concepts
Oklahoma
$51K
RPA
148
Redwood Park Advisors
California
$46.9K
TIM
149
Tortoise Investment Management
New York
$42.2K
AAS
150
Ameritas Advisory Services
Nebraska
$41.2K