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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

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

31% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 51

6% more funds holding

Funds holding: 165175 (+10)

0% more capital invested

Capital invested by funds: $521M → $524M (+$2.44M)

1.93% less ownership

Funds ownership: 65.88%63.94% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
67
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$253K +$250K +1,881 New
FFN
127
Focus Financial Network
Minnesota
$249K -$141K -1,063 -36%
SFS
128
Sowell Financial Services
Arkansas
$237K -$53.4K -402 -19%
Wealthfront Advisers
129
Wealthfront Advisers
California
$236K +$16.7K +126 +8%
CIA
130
Concurrent Investment Advisors
Florida
$229K +$20K +151 +10%
WA
131
WESPAC Advisors
California
$223K +$220K +1,658 New
RFN
132
Redwood Financial Network
Ohio
$223K +$220K +1,657 New
BRWA
133
B. Riley Wealth Advisors
Florida
$222K +$219K +1,652 New
BAAM
134
Baker Avenue Asset Management
California
$220K +$217K +1,633 New
CAM
135
Councilmark Asset Management
Tennessee
$218K
HH
136
Hilltop Holdings
Texas
$213K -$6.11K -46 -3%
AA
137
Advisory Alpha
Michigan
$201K +$2.39K +18 +1%
CWM
138
Copia Wealth Management
Oregon
$189K +$66.3K +499 +55%
BC
139
Bulwark Capital
Florida
$159K +$157K +1,185 New
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 -$11.4K -86 -9%
AF
143
Advisornet Financial
Minnesota
$108K -$4.65K -35 -4%
HAP
144
Harbor Asset Planning
Massachusetts
$98.3K +$97.1K +731 New
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$89.6K +$1.73K +13 +2%
YDMI
146
Y.D. More Investments
Israel
$84.7K
FFA
147
Farther Finance Advisors
California
$74.4K +$33.6K +253 +84%
ETC
148
Exchange Traded Concepts
Oklahoma
$51K +$50.3K +379 New
RPA
149
Redwood Park Advisors
California
$46.9K +$133 +1 +0.3%
TIM
150
Tortoise Investment Management
New York
$42.2K

IAK Hedge Fund Activity: Q2 2025 in Review

175 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q2 2025, worth a combined $524M — up 0.47% from $521M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IAK positions and 24 closed out — a net gain of 11 holders — while 67 added to existing stakes and 51 trimmed.

The largest buyer was Miracle Mile Advisors, adding an estimated $14.1M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $12M sold.

  • 175 institutional investors held iShares US Insurance ETF (IAK) as of Q2 2025, up from 165 in Q1 2025.
  • Funds reported $524M of iShares US Insurance ETF stock for Q2 2025, up 0.47% quarter-over-quarter.
  • 35 funds opened new iShares US Insurance ETF positions in Q2 2025 and 24 closed out, a net change of +11 holders.
  • The largest iShares US Insurance ETF buyer in Q2 2025 was Miracle Mile Advisors, an estimated $14.1M added.
  • The largest iShares US Insurance ETF seller in Q2 2025 was Beacon Harbor Wealth Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.