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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
RIA
151
Realta Investment Advisors
Delaware
$38.3K
Comerica Bank
152
Comerica Bank
Texas
$34.5K
AWM
153
AE Wealth Management
Kansas
$29.2K
GRP
154
Global Retirement Partners
California
$28.6K
William Blair & Company
155
William Blair & Company
Illinois
$23.8K
BF
156
BOK Financial
Oklahoma
$23.4K
CCM
157
Chilton Capital Management
Texas
$22.6K
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$21.6K
EWP
159
Elevation Wealth Partners
California
$20.7K
NFSG
160
Newbridge Financial Services Group
Florida
$20K
OP
161
ORG Partners
Indiana
$20K
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$17.2K
CFD
163
Creative Financial Designs
Indiana
$13.4K
T
164
Tidemark
California
$12.2K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$10.8K
DSC
166
Duncker Streett & Co
Missouri
$7.13K
JPMorgan Chase & Co
167
JPMorgan Chase & Co
New York
$6.72K
LWMI
168
Legacy Wealth Management (Idaho)
Idaho
$3.63K
LIS
169
Legacy Investment Solutions
Idaho
$3.63K
IA
170
IFP Advisors
Florida
$3.02K
OLVIG
171
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K
HNW
172
High Note Wealth
Minnesota
$2.07K
CIAS
173
Capital Investment Advisory Services
North Carolina
$1.75K
PS
174
Principal Securities
Iowa
$1.08K
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$50