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iShares US Insurance ETF

165 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, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $478M → $521M (+$43.6M)

6% more funds holding

Funds holding: 155165 (+10)

1.89% more ownership

Funds ownership: 63.99%65.88% (+1.9%)

0% more call options, than puts

Call options by funds: $276K | Put options by funds: $276K

21% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 62

Holders
165
Holders Change
+10
Holders Change %
+6.45%
% of All Funds
2.21%
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
62
Closed
15
Calls
$276K
Puts
$276K
Net Calls
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.6M -$8.85M -67,718 -16%
Wells Fargo
2
Wells Fargo
California
$35.8M +$4.93M +37,708 +17%
SFI
3
SPC Financial Inc
Maryland
$22.6M -$525K -4,016 -2%
LPL Financial
4
LPL Financial
California
$22M +$6.24M +47,716 +43%
MML Investors Services
5
MML Investors Services
Massachusetts
$20.3M -$10.3M -78,887 -35%
Stifel Financial
6
Stifel Financial
Missouri
$16.9M -$3M -22,986 -16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.3M -$4.81M -36,787 -24%
Bank of America
8
Bank of America
North Carolina
$15.9M -$1.22M -9,317 -7%
MMA
9
Miracle Mile Advisors
California
$15.5M +$6.76M +51,749 +85%
ASN
10
Advisory Services Network
Georgia
$13.5M +$540K +4,132 +4%
BHWA
11
Beacon Harbor Wealth Advisors
Virginia
$12M +$11.3M +86,768 New
Osaic Holdings
12
Osaic Holdings
Arizona
$11.2M -$4.18M -31,982 -28%
UBS Group
13
UBS Group
Switzerland
$10M -$1.17M -8,973 -11%
SWC
14
Spectrum Wealth Counsel
Indiana
$9.86M +$1.61M +12,307 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.5M +$8.35M +63,891 +1,265%
PFS
16
Prospera Financial Services
Texas
$9.23M +$586K +4,482 +7%
WAS
17
WESPAC Advisors SoCal
California
$9.08M -$548K -4,196 -6%
AWA
18
Adapt Wealth Advisors
Georgia
$8.56M +$617K +4,720 +8%
GF
19
GGM Financials
Ohio
$8.48M -$94.8K -725 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$7.92M -$880K -6,734 -10%
FP
21
Fiduciary Planning
Florida
$7.83M +$481K +3,678 +7%
MWM
22
MinichMacGregor Wealth Management
New York
$7.55M -$4.55M -34,786 -39%
CM
23
Castleark Management
Illinois
$7.45M
LFA
24
Legend Financial Advisors
Pennsylvania
$7.11M -$223K -1,706 -3%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$6.89M +$6.53M +50,000 New