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As of the latest SEC filings, ISHARES U.S. INSURANCE ETF (IAK) is held by 2 institutional funds. The largest fund shareholder is Adaptive Alpha Opportunities ETF (AGOX), holding an estimated $6,440,641.20 in market value, representing 1.88% of its portfolio.

Funds holding ISHARES U.S. INSURANCE ETF (IAK)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
IAK
CIK:
2 results
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
AGOX
Adaptive Alpha Opportunities ETF
 ETF Independent / Boutique 1.88% $6,440,641.20 47,160 Feb 28, 2026 Apr 27, 2026
LCR
Leuthold Core ETF
 ETF Independent / Boutique 1.00% $679,167.26 5,294 Mar 31, 2026 May 28, 2026
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