IAK — ISHARES U.S. INSURANCE ETF
Reported value held$65.40M
Funds holding (latest)14
Sector—
Funds holding (Q2 2026)10
Institutional value$63.57M · 452.24K sh
New / Add / Cut / Exit2 / 5 / 3 / 1
Top-5 / Top-10 concentration82.0% / 100.0%
Institutional holdings change
Accumulating +15.2%
(+59.83K sh)
Institutional value change
Up +26.3%
As of Q2 2026, 10 SEC-registered investment managers reported holding IAK (ISHARES U.S. INSURANCE ETF) in their latest 13F filings, with a combined reported value of $63.57M across 452.24K shares. That is +15.2% by share count (+59.83K shares) versus the previous quarter, while reported value moved +26.3%. Ownership is concentrated: the five largest holders account for 82.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 177.25K | $24.91M | 0.00% | Add |
| Wells Fargo & Co history | 80.35K | $11.29M | 0.00% | Reduce |
| Citadel Advisors history | 39.72K | $5.58M | 0.00% | Add |
| Bank of America Corp history | 38.28K | $5.38M | 0.00% | Add |
| Goldman Sachs Group history | 35.36K | $4.97M | 0.00% | Add |
| Two Sigma Investments history | 31.10K | $4.37M | 0.00% | Reduce |
| Millennium Management history | 29.00K | $4.08M | 0.00% | New |
| UBS Group AG history | 16.44K | $2.31M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.13K | $439.89K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.61K | $228.17K | 0.00% | New |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 138.10K | $17.72M | 0.00% | Reduce |
| Wells Fargo & Co history | 81.61K | $10.47M | 0.00% | Reduce |
| Two Sigma Investments history | 59.10K | $7.58M | 0.01% | Reduce |
| UBS Group AG history | 43.32K | $5.56M | 0.00% | Reduce |
| Bank of America Corp history | 28.12K | $3.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 19.18K | $2.46M | 0.00% | Reduce |
| Citadel Advisors history | 18.19K | $2.33M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.57K | $329.78K | 0.00% | Hold |
| D. E. Shaw & Co history | 2.22K | $284.68K | 0.00% | Add |
Q4 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 213.03K | $29.00M | 0.00% | Reduce |
| Wells Fargo & Co history | 143.32K | $19.51M | 0.00% | Reduce |
| Two Sigma Investments history | 89.70K | $12.21M | 0.02% | Add |
| UBS Group AG history | 60.30K | $8.21M | 0.00% | Reduce |
| Bank of America Corp history | 42.48K | $5.78M | 0.00% | Reduce |
| Goldman Sachs Group history | 21.66K | $2.95M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.58K | $350.83K | 0.00% | Add |
| Citadel Advisors history | 2.30K | $313.14K | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.92K | $261.27K | 0.00% | New |
| Marshall Wace history | 1.53K | $208.04K | 0.00% | New |
| JPMorgan Chase & Co history | 53 | $7.22K | 0.00% | Reduce |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 303.14K | $40.63M | 0.00% | Reduce |
| Wells Fargo & Co history | 152.25K | $20.41M | 0.00% | Reduce |
| Bank of America Corp history | 100.11K | $13.42M | 0.00% | Reduce |
| Two Sigma Investments history | 85.60K | $11.47M | 0.02% | Hold |
| UBS Group AG history | 68.34K | $9.16M | 0.00% | Reduce |
| Goldman Sachs Group history | 45.33K | $6.08M | 0.00% | Add |
| Citadel Advisors history | 11.94K | $1.60M | 0.00% | Add |
| Citigroup Inc history | 9.92K | $1.33M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.96K | $262.62K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.44K | $192.47K | 0.00% | Add |
Q2 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 309.79K | $41.65M | 0.00% | Reduce |
| Wells Fargo & Co history | 227.41K | $30.58M | 0.01% | Reduce |
| Bank of America Corp history | 123.12K | $16.55M | 0.00% | Add |
| Two Sigma Investments history | 85.60K | $11.51M | 0.02% | New |
| UBS Group AG history | 70.84K | $9.53M | 0.00% | Reduce |
| Goldman Sachs Group history | 33.85K | $4.55M | 0.00% | Add |
| Citadel Advisors history | 3.72K | $499.65K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.91K | $256.19K | 0.00% | Add |
| PNC Financial Services history | 80 | $10.76K | 0.00% | New |
| JPMorgan Chase & Co history | 50 | $6.72K | 0.00% | Reduce |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 352.46K | $48.57M | 0.00% | Reduce |
| Wells Fargo & Co history | 259.46K | $35.76M | 0.01% | Add |
| Bank of America Corp history | 115.41K | $15.91M | 0.00% | Reduce |
| UBS Group AG history | 72.74K | $10.02M | 0.00% | Reduce |
| Goldman Sachs Group history | 28.03K | $3.86M | 0.00% | Reduce |
| Citadel Advisors history | 22.46K | $3.10M | 0.00% | Add |
| Marshall Wace history | 2.76K | $379.81K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.75K | $240.73K | 0.00% | Add |
| JPMorgan Chase & Co history | 73 | $10.06K | 0.00% | New |
New Positions (Q2 2026)
- Millennium Management 29.00K sh · $4.08M
- JPMorgan Chase & Co 1.61K sh · $228.17K
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 2.22K sh · $284.68K
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 177.25K | 138.10K | 213.03K | 303.14K | 309.79K | 352.46K | 420.18K | 428.15K | 423.75K | 404.24K | 388.36K | 393.40K | 418.83K | 487.58K | 526.93K | 437.88K | 712.60K | 328.95K | 25.85K | 22.60K |
| Wells Fargo & Co | 80.35K | 81.61K | 143.32K | 152.25K | 227.41K | 259.46K | 221.75K | 248.86K | 224.07K | 218.40K | 176.64K | 164.06K | 278.55K | 288.50K | 304.91K | 267.90K | 169.77K | 42.81K | 15.12K | 16.85K |
| Citadel Advisors | 39.72K | 18.19K | 2.30K | 11.94K | 3.72K | 22.46K | 3.17K | 3.63K | 42.99K | 28.86K | 3.28K | 7.43K | 12.18K | 27.72K | — | 14.19K | 8.89K | — | 4.53K | — |
| Bank of America Corp | 38.28K | 28.12K | 42.48K | 100.11K | 123.12K | 115.41K | 124.73K | 154.53K | 162.64K | 164.69K | 184.26K | 167.07K | 193.65K | 714.46K | 683.74K | 167.98K | 174.67K | 45.18K | 31.43K | 30.53K |
| Goldman Sachs Group | 35.36K | 19.18K | 21.66K | 45.33K | 33.85K | 28.03K | 108.84K | 94.34K | 63.23K | 58.78K | 65.50K | 46.58K | 46.80K | 42.87K | 37.93K | 14.05K | — | 13.17K | — | — |
| Two Sigma Investments | 31.10K | 59.10K | 89.70K | 85.60K | 85.60K | — | — | 12.30K | — | — | — | — | 14.30K | — | — | — | — | — | — | — |
| Millennium Management | 29.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 16.44K | 43.32K | 60.30K | 68.34K | 70.84K | 72.74K | 81.72K | 110.53K | 52.27K | 50.77K | 45.45K | 45.84K | 59.65K | 59.27K | 105.14K | 98.38K | 50.24K | 20.79K | 10.35K | 9.36K |
| Fidelity Management & Research (FMR) | 3.13K | 2.57K | 2.58K | 1.96K | 1.91K | 1.75K | 1.74K | 2.60K | 1.58K | 1.21K | 1.34K | 1.60K | 1.48K | 1.25K | 1.25K | 2.12K | 1.25K | 1.14K | 1.14K | 1.14K |
| JPMorgan Chase & Co | 1.61K | — | 53 | 1.44K | 50 | 73 | — | — | 690 | — | 123 | 105 | — | — | 123 | — | — | — | — | — |
| Citigroup Inc | — | — | — | 9.92K | — | — | — | — | — | 20 | — | — | — | 328 | — | — | — | — | — | — |
| D. E. Shaw & Co | — | 2.22K | 1.92K | — | — | — | 1.92K | 1.72K | 22.45K | 1.71K | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | — | 1.53K | — | — | 2.76K | — | — | — | — | — | — | 5.89K | 7.60K | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | 80 | — | — | — | — | — | — | — | — | — | 3.10K | — | 38 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details