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iShares US Insurance ETF
IAK

Overview Fund Activity

172 hedge funds and large institutions have $518M invested in iShares US Insurance ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
66
Reduced
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$14.3M
2
Two Sigma Investments
Two Sigma Investments
New York
+$11.5M
3
MML Investors Services
MML Investors Services
Massachusetts
+$9.65M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.44M
5
Raymond James Financial
Raymond James Financial
Florida
+$4.95M

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$12M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.03M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$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 		Shares
Change %
AWM
151
AE Wealth Management
Kansas
$29.2K – – –
GRP
152
Global Retirement Partners
California
$28.6K +$28.6K +212 New
William Blair & Company
153
William Blair & Company
Illinois
$23.8K +$20.8K +155 +705%
BF
154
BOK Financial
Oklahoma
$23.4K – – –
CCM
155
Chilton Capital Management
Texas
$22.6K – – –
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$21.6K +$1.48K +11 +7%
EWP
157
Elevation Wealth Partners
California
$20.7K +$6.72K +50 +48%
NFSG
158
Newbridge Financial Services Group
Florida
$20K +$20K +149 New
OP
159
ORG Partners
Indiana
$20K +$8.47K +63 +73%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$17.2K -$169K -1,254 -91%
CFD
161
Creative Financial Designs
Indiana
$13.4K – – –
T
162
Tidemark
California
$12.2K – – –
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$10.8K +$10.8K +80 New
DSC
164
Duncker Streett & Co
Missouri
$7.13K – – –
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$6.72K -$3.09K -23 -32%
LWMI
166
Legacy Wealth Management (Idaho)
Idaho
$3.63K – – –
LIS
167
Legacy Investment Solutions
Idaho
$3.63K +$3.63K +27 New
IA
168
IFP Advisors
Florida
$3.02K -$21K -153 -87%
OLVIG
169
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K +$2.76K +20 New
HNW
170
High Note Wealth
Minnesota
$2.07K – – –
CIAS
171
Capital Investment Advisory Services
North Carolina
$1.75K +$1.75K +13 New
PS
172
Principal Securities
Iowa
$1.08K -$135 -1 -11%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$50 -$45 – –
BHWA
174
Beacon Harbor Wealth Advisors
Virginia
– -$12M -86,768 Closed
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
– -$6.89M -50,000 Closed
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