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iShares US Insurance ETF
IAK

Overview Fund Activity

164 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, 61 reducing their positions, and 15 closing their positions.

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.23%
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
61
Closed
15
Calls
$276K
Puts
$276K
Net Calls
–
Net Calls Change
-$316K

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$12M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.5M
3
MMA
3
Miracle Mile Advisors
California
$15.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$6.89M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.62M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.86M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.6M 352,460 -67,718 -16%
Wells Fargo
2
Wells Fargo
California
$35.8M 259,456 +37,708 +17%
SFI
3
SPC Financial Inc
Maryland
$22.6M 163,839 -4,016 -2%
LPL Financial
4
LPL Financial
California
$22M 159,813 +47,716 +43%
MML Investors Services
5
MML Investors Services
Massachusetts
$20.3M 147,161 -78,887 -35%
Stifel Financial
6
Stifel Financial
Missouri
$16.9M 122,748 -22,986 -16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.3M 118,446 -36,787 -24%
Bank of America
8
Bank of America
North Carolina
$15.9M 115,413 -9,317 -7%
MMA
9
Miracle Mile Advisors
California
$15.5M 112,787 +51,749 +85%
ASN
10
Advisory Services Network
Georgia
$13.5M 97,851 +4,132 +4%
BHWA
11
Beacon Harbor Wealth Advisors
Virginia
$12M 86,768 +86,768 New
Osaic Holdings
12
Osaic Holdings
Arizona
$11.2M 81,475 -31,982 -28%
UBS Group
13
UBS Group
Switzerland
$10M 72,743 -8,973 -11%
SWC
14
Spectrum Wealth Counsel
Indiana
$9.86M 71,539 +12,307 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.5M 68,942 +63,891 +1,265%
PFS
16
Prospera Financial Services
Texas
$9.23M 67,000 +4,482 +7%
WAS
17
WESPAC Advisors SoCal
California
$9.08M 65,907 -4,196 -6%
AWA
18
Adapt Wealth Advisors
Georgia
$8.56M 62,104 +4,720 +8%
GF
19
GGM Financials
Ohio
$8.48M 61,565 -725 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$7.92M 57,460 -6,734 -10%
FP
21
Fiduciary Planning
Florida
$7.83M 56,820 +3,678 +7%
MWM
22
MinichMacGregor Wealth Management
New York
$7.55M 54,787 -34,786 -39%
CM
23
Castleark Management
Illinois
$7.45M 54,070 – –
LFA
24
Legend Financial Advisors
Pennsylvania
$7.11M 51,624 -1,706 -3%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$6.89M 50,000 +50,000 New
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