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iShares US Insurance ETF
IAK

Overview Fund Activity

164 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, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.23%
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
61
Closed
15
Calls
$276K
Puts
$276K
Net Calls
–
Net Calls Change
-$316K

Top Buyers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
$12M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.5M
3
MMA
Miracle Mile Advisors
California
$15.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.89M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.86M
2
MML Investors Services
MML Investors Services
Massachusetts
$20.3M
3
Morgan Stanley
Morgan Stanley
New York
$48.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.02M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
151
BOK Financial
Oklahoma
$24K – – –
CCM
152
Chilton Capital Management
Texas
$23.2K -$16.1K -117 -41%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$20.7K +$8.27K +60 +67%
EWP
154
Elevation Wealth Partners
California
$14.3K +$7.14K +52 +100%
CFD
155
Creative Financial Designs
Indiana
$13.8K – – –
T
156
Tidemark
California
$12.5K – – –
OP
157
ORG Partners
Indiana
$11.9K +$11.9K +86 New
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$10.1K +$10.1K +73 New
PPC
159
Park Place Capital
Alabama
$9.79K +$9.79K +71 New
DSC
160
Duncker Streett & Co
Missouri
$7.3K +$7.3K +53 New
LWMI
161
Legacy Wealth Management (Idaho)
Idaho
$3.72K – – –
William Blair & Company
162
William Blair & Company
Illinois
$3.03K – – –
HNW
163
High Note Wealth
Minnesota
$2.12K – – –
PS
164
Principal Securities
Iowa
$1.14K – – –
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$45 -$63.6K -507 Closed
EP
166
Essential Planning
New Hampshire
– -$1.65M -12,675 Closed
JWCA
167
J.W. Cole Advisors
Florida
– -$1.55M -12,276 Closed
FMP
168
Financial Management Professionals
Texas
– -$999K -7,899 Closed
SWM
169
Silverlake Wealth Management
Vermont
– -$841K -6,648 Closed
FTUS
170
Flow Traders U.S.
New York
– -$678K -5,358 Closed
OL
171
Owen LaRue
Kentucky
– -$678K -5,358 Closed
SCM
172
Saxony Capital Management
Missouri
– -$413K -3,268 Closed
TSS
173
Two Sigma Securities
New York
– -$380K -3,005 Closed
SC
174
Syon Capital
California
– -$300K -2,372 Closed
HF
175
HRT Financial
New York
– -$272K -2,153 Closed
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