Who Owns IAK?
iShares U.S. Insurance ETF — Institutional Ownership & 13F Holdings
$132.83
+0.82 (+0.62%)
Market Cap
$410.0M
Shares Outstanding
2,800,057
Institutional Holders
162
Total Inst. Value
$599.8M
% of Float Held
—
QoQ Holder Change
+84
Institutional data as of Q1 2025
New Positions
45
Closed Positions
18
Increased
43
Decreased
50
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $131.1M | 951 |
| 2 | MORGAN STANLEY | $48.6M | 352,460 |
| 3 | WELLS FARGO & COMPANY/MN | $35.8M | 259,456 |
| 4 | SPC Financial, Inc. | $22.6M | 163,839 |
| 5 | MML INVESTORS SERVICES, LLC | $20.3M | 147,161 |
| 6 | STIFEL FINANCIAL CORP | $16.9M | 122,748 |
| 7 | ROYAL BANK OF CANADA | $16.3M | 118,446 |
| 8 | BANK OF AMERICA CORP /DE/ | $15.9M | 115,413 |
| 9 | Composition Wealth, LLC | $15.5M | 112,787 |
| 10 | Advisory Services Network, LLC | $13.5M | 97,851 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +38K | $35.8M |
| Composition Wealth, LLC | +52K | $15.5M |
| Advisory Services Network, LLC | +4K | $13.5M |
| Beacon Harbor Wealth Advisors, Inc.New | +87K | $12.0M |
| Spectrum Wealth Counsel, LLC | +12K | $9.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MARTIN & CO INC /TN/ | -5.5M | $3.7M |
| GOLDMAN SACHS GROUP INC | -81K | $3.9M |
| MML INVESTORS SERVICES, LLC | -79K | $20.3M |
| MORGAN STANLEY | -68K | $48.6M |
| Cambridge Investment Research Advisors, Inc. | -55K | $3.0M |
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Frequently Asked Questions
How many institutional investors hold IAK?
As of Q1 2025, 162 institutional investors report holding IAK (iShares U.S. Insurance ETF) in their 13F filings.
Which hedge fund owns the most IAK?
The largest institutional holder of IAK is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $131.1M in shares.
Are institutions buying or selling IAK?
This quarter, 45 institutions opened new positions in IAK and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.