ISHARES U.S. INSURANCE ETF (IAK) Institutional Ownership Changes & 13F Activity

ISHARES U.S. INSURANCE ETF (IAK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Royal Bank Of Canada, Raymond James Financial Inc, Bank Of America Corp, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Vision Retirement, LlcBuy+635—635$86.43KQ4 2025May 07, 2026
Estate Planners Group, LlcBuy+112—112$15.20KQ4 2025Apr 07, 2026
Osbon Capital Management LlcBuy+450—450$61.34KQ4 2025Mar 16, 2026
Sunbelt Securities, Inc.Buy+258—258$35.13KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+68,066—68,066$9.27MQ4 2025Feb 18, 2026
Kkm Financial LlcBuy+3,212—3,212$437.31KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+917—917$124.88KQ4 2025Feb 18, 2026
Two Sigma Investments, LpBuy+89,700—89,700$12.21MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+75,687—75,687$10.30MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+42,475—42,475$5.78MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+37,551—37,551$5.11MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+31,427—31,427$4.28MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+20,538—20,538$2.80MQ4 2025Feb 17, 2026
Concentric Capital Strategies, LpBuy+13,423—13,423$1.83MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+10,359—10,359$1.41MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+9,082—9,082$1.24MQ4 2025Feb 17, 2026
Delos Wealth Advisors, LlcBuy+8,875—8,875$1.21MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+8,180—8,180$1.11MQ4 2025Feb 17, 2026
&PartnersBuy+7,200—7,200$980.29KQ4 2025Feb 17, 2026
Cardiff Park Advisors, LlcBuy+3,500—3,500$476.52KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+3,002—3,002$408.72KQ4 2025Feb 17, 2026
Bank Hapoalim BmBuy+2,930—2,930$399.00KQ4 2025Feb 17, 2026
Fmr LlcBuy+2,577—2,577$350.83KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+2,329—2,329$317.15KQ4 2025Feb 17, 2026
Creative PlanningBuy+2,109—2,109$287.10KQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+2,055—2,055$279.86KQ4 2025Feb 17, 2026
D. E. Shaw & Co., Inc.Buy+1,919—1,919$261.27KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+1,833—1,833$249.56KQ4 2025Feb 17, 2026
Minichmacgregor Wealth Management, LlcBuy+1,539—1,539$209.53KQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+889—889$121.04KQ4 2025Feb 17, 2026
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Frequently asked questions about IAK activity

  • Which institutional owners are buying IAK?

    Institutional owners buying IAK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IAK activity?

    "Buy" means an investor increased their reported position in IAK compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. INSURANCE ETF (IAK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IAK increasing?

    Institutional interest in IAK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.