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iShares U.S. Insurance ETF (IAK)
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Upturn Advisory Summary
11/05/2025: IAK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.79% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.6 | 52 Weeks Range 109.56 - 138.62 | Updated Date 06/29/2025 |
52 Weeks Range 109.56 - 138.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Insurance ETF
ETF Overview
Overview
The iShares U.S. Insurance ETF (IAK) seeks to track the investment results of an index composed of U.S. equities in the insurance sector. It provides targeted exposure to companies that provide insurance policies.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and a long track record of successful ETF management.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various sectors, including financial services.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the insurance sector.
Investment Approach and Strategy
Strategy: Tracks the investment results of the ICE U.S. Insurance Index.
Composition Primarily holds stocks of U.S. insurance companies.
Market Position
Market Share: IAK holds a significant market share within the U.S. insurance ETF market, but is not the only one.
Total Net Assets (AUM): 358877152
Competitors
Key Competitors
- Invesco KBW Property & Casualty Insurance ETF (KBWP)
- SPDR S&P Insurance ETF (KIE)
Competitive Landscape
The insurance ETF market is moderately concentrated. IAK benefits from BlackRock's brand and generally lower expense ratios. Competitors focus on different index construction methodologies and sub-sectors within insurance.
Financial Performance
Historical Performance: Historical performance data should be gathered from financial data providers for analysis. This data will include returns over various time periods.
Benchmark Comparison: The ETF's performance should be compared to the ICE U.S. Insurance Index to assess tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is moderately active, indicating decent liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting sufficient liquidity for efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and inflation, sector-specific regulations, and insurance claims trends significantly impact IAK's performance.
Growth Trajectory
Growth depends on insurance sector profitability, premium rates, and overall economic conditions with adjustments to holdings reflecting index changes.
Moat and Competitive Advantages
Competitive Edge
IAK benefits from BlackRock's strong brand recognition and distribution network, providing access to a broad investor base. The ETF's passive tracking strategy offers a cost-effective way to gain exposure to the U.S. insurance sector. Its diversified holdings mitigate risk associated with individual company performance. However, its dependence on a single sector makes it sensitive to industry-specific headwinds. Its a relatively small fund which can potentially have liquidity issues compared to larger funds.
Risk Analysis
Volatility
IAK's volatility is correlated with the overall stock market and the insurance sector's performance, generally moderate.
Market Risk
Market risk includes fluctuations in interest rates, regulatory changes, and economic downturns, which can negatively impact insurance companies' profitability and stock prices.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. insurance sector for diversification or sector-specific investment.
Market Risk
Suitable for long-term investors or those seeking tactical sector exposure.
Summary
The iShares U.S. Insurance ETF (IAK) offers a convenient and cost-effective way to invest in a basket of U.S. insurance companies. IAK tracks the ICE U.S. Insurance Index and is suitable for investors seeking targeted exposure to the insurance sector. Investors should consider the ETF's sector-specific concentration and potential risks associated with the insurance industry. BlackRock's strong management and the ETF's liquidity are positive factors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares.com
- etfdb.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Insurance ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index, but which BFA believes will help the fund track the index. The fund is non-diversified.
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