iShares US Insurance ETF
IAK
167 hedge funds and large institutions have $520M 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, 64 reducing their positions, and 15 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
6% more funds holding
Funds holding: 157 → 167 (+10)
1.51% more ownership
Funds ownership: 64.22% → 65.72% (+1.5%)
1% more capital inflows, than outflows
Capital inflows: $84.1M | Capital outflows: $83.2M
0% more call options, than puts
Call options by funds: $276K | Put options by funds: $276K
23% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$11.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.35M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$6.76M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$6.53M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$6.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10.6M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$10.3M |
| 3 |
Morgan Stanley
New York
|
-$8.85M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.81M |
IAK Hedge Fund Activity: Q1 2025 in Review
167 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in iShares US Insurance ETF (IAK) for Q1 2025, worth a combined $520M — up 8.5% from $479M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IAK positions and 15 closed out — a net gain of 13 holders — while 49 added to existing stakes and 64 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $11.3M. The largest seller was Goldman Sachs, cutting an estimated $10.6M.
- 167 institutional investors held iShares US Insurance ETF (IAK) as of Q1 2025, up from 157 in Q4 2024.
- Funds reported $520M of iShares US Insurance ETF stock for Q1 2025, up 8.5% quarter-over-quarter.
- 28 funds opened new iShares US Insurance ETF positions in Q1 2025 and 15 closed out, a net change of +13 holders.
- The largest iShares US Insurance ETF buyer in Q1 2025 was Beacon Harbor Wealth Advisors, an estimated $11.3M added.
- The largest iShares US Insurance ETF seller in Q1 2025 was Goldman Sachs, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2025.