Who Owns iShares U.S. Insurance ETF (IAK)?Hedge Fund & Institutional Holders

$131.27+0.32 (+0.25%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.800012000110001e+192T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$121.85$126.05$130.25$134.44$138.64Sep 24Jun 25Mar 26

IAK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Fiduciary Planning LLCNew Position+56K+$7.7M
Legend Financial Advisors, Inc.New Position+55K+$7.4M
LEE DANNER & BASS INCNew Position+35K+$4.8M
JMAC ENTERPRISES LLCNew Position+34K+$4.6M
Janney Montgomery Scott LLCNew Position+32K+$4.0M
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+26K+$3.6M
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+26K+$3.6M
SP Asset Management LLCNew Position+19K+$2.6M
JANE STREET GROUP, LLCNew Position+16K+$2.0M
Concentric Capital Strategies, LPNew Position+13K+$1.8M
Sanctuary Advisors, LLCNew Position+13K+$1.8M
Outlook Wealth Advisors, LLCNew Position+12K+$1.6M
Genesee Capital Advisors, LLCNew Position+8K+$1.1M
JONES FINANCIAL COMPANIES LLLPNew Position+8K+$1.0M
Composition Wealth, LLCNew Position+7K+$939K

IAK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-90K-$40.6B
MML INVESTORS SERVICES, LLCDecreased-234K-$31.6B
WELLS FARGO & COMPANY/MNDecreased-9K-$20.4B
STIFEL FINANCIAL CORPDecreased-102K-$19.9B
ROYAL BANK OF CANADADecreased-45K-$16.1B
Advisory Services Network, LLCDecreased-85K-$15.6B
OSAIC HOLDINGS, INC.Decreased-93K-$15.1B
BANK OF AMERICA CORP /DE/Decreased-58K-$13.4B
LPL Financial LLCDecreased-3K-$12.1B
Prospera Financial Services IncDecreased-76K-$10.5B
RAYMOND JAMES FINANCIAL INCDecreased-2K-$9.4B
UBS Group AGDecreased-8K-$9.2B
GOLDMAN SACHS GROUP INCDecreased-24K-$6.1B
Cadent Capital Advisors, LLCClosed Position-39K-$5.2B
PETERSON WEALTH MANAGEMENTClosed Position-25K-$3.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY212,701$28.0M0.00%Share
2TWO SIGMA INVESTMENTS, LP89,700$12.0M0.02%Share
3LPL Financial LLC86,862$11.0M0.00%Share
4WELLS FARGO & COMPANY/MN78,370$10.0M0.00%Share
5ROYAL BANK OF CANADA74,311$10.0M0.00%Share
6GGM Financials LLC72,781$9.9M4.81%Share
7WELLS FARGO & COMPANY/MN64,951$8.0M0.00%Share
8Fiduciary Planning LLC56,250$7.7M2.32%Share
9Legend Financial Advisors, Inc.54,560$7.4M4.50%Share
10UBS Group AG53,297$7.3M0.00%Share
11Federation des caisses Desjardins du Quebec50,194$6.0M0.02%Share
12RAYMOND JAMES FINANCIAL INC38,654$5.0M0.00%Share
13BANK OF AMERICA CORP /DE/39,647$5.0M0.00%Share
14LEE DANNER & BASS INC35,208$4.8M0.34%Share
15JMAC ENTERPRISES LLC33,969$4.6M0.88%Share
16RFG Advisory, LLC32,486$4.4M0.08%Share
17STIFEL FINANCIAL CORP33,597$4.0M0.00%Share
18Janney Montgomery Scott LLC32,446$4.0M0.01%Share
19RAYMOND JAMES FINANCIAL INC29,412$4.0M0.00%Share
20Advisory Services Network, LLC31,427$4.0M0.06%Share
21MARTIN & CO INC /TN/27,912$3.8M0.65%Share
22CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC26,370$3.6M1.06%Share
23COTTONWOOD CAPITAL ADVISORS, LLC26,117$3.6M2.53%Share
24SP Asset Management LLC19,084$2.6M0.21%Share
25Stonebridge Financial Planning Group, LLC15,862$2.2M0.78%Share
26Hills Bank & Trust Co15,220$2.1M0.12%Share
27PFG Advisors14,927$2.0M0.10%Share
28GOLDMAN SACHS GROUP INC21,665$2.0M0.00%Share
29Cambridge Investment Research Advisors, Inc.14,733$2.0M0.01%Share
30OSAIC HOLDINGS, INC.20,538$2.0M0.00%Share
31SUSQUEHANNA INTERNATIONAL GROUP, LLP17,180$2.0M0.00%Share
32SUSQUEHANNA INTERNATIONAL GROUP, LLP20,371$2.0M0.00%Share
33JANE STREET GROUP, LLC15,766$2.0M0.00%Share
34Concentric Capital Strategies, LP13,423$1.8M0.09%Share
35Outlook Wealth Advisors, LLC11,822$1.6M0.36%Share
36Delos Wealth Advisors, LLC8,875$1.2M0.80%Share
37KESTRA PRIVATE WEALTH SERVICES, LLC8,844$1.2M0.01%Share
38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9,159$1.2M0.00%Share
39Genesee Capital Advisors, LLC8,034$1.1M0.44%Share
40CIBC WORLD MARKET INC.11,140$1.0M0.00%Share
41Mariner, LLC10,271$1.0M0.00%Share
42Equitable Holdings, Inc.9,082$1.0M0.01%Share
43HighTower Advisors, LLC10,053$1.0M0.00%Share
44STIFEL FINANCIAL CORP13,069$1.0M0.00%Share
45Cetera Investment Advisers10,359$1.0M0.00%Share
46JONES FINANCIAL COMPANIES LLLP8,180$1.0M0.00%Share
47AlphaCore Capital LLC13,478$1.0M0.02%Share
48Composition Wealth, LLC6,901$939K0.01%Share
49Northstar Financial Companies, Inc.6,893$938K0.75%Share
50Allworth Financial LP6,809$927K0.00%Share

IAK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025149$226.7M+52
Q3 202597$309.9B-64
Q2 2025161$400.6B-3
Q1 2025164$485.4B+29
Q4 2024135$19.4T+33
Q3 2024102$261.0T+5
Q2 202497$218.4T+19
Q1 202478$262.9T—

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As of Q4 2025, 50 institutional investors hold IAK (iShares U.S. Insurance ETF). The largest holder is MORGAN STANLEY with $28.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IAK?

As of Q4 2025, 50 institutional investors report holding IAK (iShares U.S. Insurance ETF) in their 13F filings.

Who is the largest institutional holder of IAK?

The largest institutional holder of IAK is MORGAN STANLEY with $28.0M in shares.

Is institutional ownership of IAK increasing or decreasing?

This quarter, 15 institutions opened new positions in IAK and 2 closed their positions.