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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
Holders
175
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
AAS
151
Ameritas Advisory Services
Nebraska
$41.2K
RIA
152
Realta Investment Advisors
Delaware
$38.3K
Comerica Bank
153
Comerica Bank
Texas
$34.5K
AWM
154
AE Wealth Management
Kansas
$29.2K
GRP
155
Global Retirement Partners
California
$28.6K
William Blair & Company
156
William Blair & Company
Illinois
$23.8K
BF
157
BOK Financial
Oklahoma
$23.4K
CCM
158
Chilton Capital Management
Texas
$22.6K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$21.6K
EWP
160
Elevation Wealth Partners
California
$20.7K
NFSG
161
Newbridge Financial Services Group
Florida
$20K
OP
162
ORG Partners
Indiana
$20K
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$17.2K
CFD
164
Creative Financial Designs
Indiana
$13.4K
T
165
Tidemark
California
$12.2K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$10.8K
DSC
167
Duncker Streett & Co
Missouri
$7.13K
JP Morgan Chase
168
JP Morgan Chase
New York
$6.72K
LWMI
169
Legacy Wealth Management (Idaho)
Idaho
$3.63K
LIS
170
Legacy Investment Solutions
Idaho
$3.63K
IA
171
IFP Advisors
Florida
$3.02K
OLVIG
172
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K
HNW
173
High Note Wealth
Minnesota
$2.07K
CIAS
174
Capital Investment Advisory Services
North Carolina
$1.75K
PS
175
Principal Securities
Iowa
$1.08K