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iShares US Insurance ETF

165 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, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $478M → $521M (+$43.6M)

6% more funds holding

Funds holding: 155165 (+10)

1.89% more ownership

Funds ownership: 63.99%65.88% (+1.9%)

0% more call options, than puts

Call options by funds: $276K | Put options by funds: $276K

21% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 62

Holders
165
Holders Change
+10
Holders Change %
+6.45%
% of All Funds
2.21%
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
62
Closed
15
Calls
$276K
Puts
$276K
Net Calls
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$24.1K
BF
152
BOK Financial
Oklahoma
$24K
CCM
153
Chilton Capital Management
Texas
$23.2K -$15.3K -117 -41%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$20.7K +$7.84K +60 +67%
EWP
155
Elevation Wealth Partners
California
$14.3K +$6.8K +52 +100%
CFD
156
Creative Financial Designs
Indiana
$13.8K
T
157
Tidemark
California
$12.5K
OP
158
ORG Partners
Indiana
$11.9K +$11.2K +86 New
JP Morgan Chase
159
JP Morgan Chase
New York
$10.1K +$9.54K +73 New
PPC
160
Park Place Capital
Alabama
$9.79K +$9.28K +71 New
DSC
161
Duncker Streett & Co
Missouri
$7.3K +$6.93K +53 New
LWMI
162
Legacy Wealth Management (Idaho)
Idaho
$3.72K
William Blair & Company
163
William Blair & Company
Illinois
$3.03K
HNW
164
High Note Wealth
Minnesota
$2.12K
PS
165
Principal Securities
Iowa
$1.14K
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$45 -$66.3K -507 Closed
EP
167
Essential Planning
New Hampshire
-$1.65M -12,675 Closed
JWCA
168
J.W. Cole Advisors
Florida
-$1.55M -12,276 Closed
FMP
169
Financial Management Professionals
Texas
-$999K -7,899 Closed
SWM
170
Silverlake Wealth Management
Vermont
-$841K -6,648 Closed
FTUS
171
Flow Traders U.S.
New York
-$678K -5,358 Closed
OL
172
Owen LaRue
Kentucky
-$678K -5,358 Closed
SCM
173
Saxony Capital Management
Missouri
-$413K -3,268 Closed
TSS
174
Two Sigma Securities
New York
-$380K -3,005 Closed
SC
175
Syon Capital
California
-$300K -2,372 Closed