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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Vision Retirement, Llc | Buy | +635 | — | 635 | $86.43K | Q4 2025 | May 07, 2026 |
| Estate Planners Group, Llc | Buy | +112 | — | 112 | $15.20K | Q4 2025 | Apr 07, 2026 |
| Osbon Capital Management Llc | Buy | +450 | — | 450 | $61.34K | Q4 2025 | Mar 16, 2026 |
| Sunbelt Securities, Inc. | Buy | +258 | — | 258 | $35.13K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +68,066 | — | 68,066 | $9.27M | Q4 2025 | Feb 18, 2026 |
| Kkm Financial Llc | Buy | +3,212 | — | 3,212 | $437.31K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +917 | — | 917 | $124.88K | Q4 2025 | Feb 18, 2026 |
| Two Sigma Investments, Lp | Buy | +89,700 | — | 89,700 | $12.21M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +75,687 | — | 75,687 | $10.30M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +42,475 | — | 42,475 | $5.78M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +37,551 | — | 37,551 | $5.11M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +31,427 | — | 31,427 | $4.28M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +20,538 | — | 20,538 | $2.80M | Q4 2025 | Feb 17, 2026 |
| Concentric Capital Strategies, Lp | Buy | +13,423 | — | 13,423 | $1.83M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +10,359 | — | 10,359 | $1.41M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +9,082 | — | 9,082 | $1.24M | Q4 2025 | Feb 17, 2026 |
| Delos Wealth Advisors, Llc | Buy | +8,875 | — | 8,875 | $1.21M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +8,180 | — | 8,180 | $1.11M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +7,200 | — | 7,200 | $980.29K | Q4 2025 | Feb 17, 2026 |
| Cardiff Park Advisors, Llc | Buy | +3,500 | — | 3,500 | $476.52K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +3,002 | — | 3,002 | $408.72K | Q4 2025 | Feb 17, 2026 |
| Bank Hapoalim Bm | Buy | +2,930 | — | 2,930 | $399.00K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +2,577 | — | 2,577 | $350.83K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2,329 | — | 2,329 | $317.15K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +2,109 | — | 2,109 | $287.10K | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors Llc | Buy | +2,055 | — | 2,055 | $279.86K | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +1,919 | — | 1,919 | $261.27K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +1,833 | — | 1,833 | $249.56K | Q4 2025 | Feb 17, 2026 |
| Minichmacgregor Wealth Management, Llc | Buy | +1,539 | — | 1,539 | $209.53K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +889 | — | 889 | $121.04K | Q4 2025 | Feb 17, 2026 |
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.