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iShares US Financials ETF

451 hedge funds and large institutions have $2.37B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
451
Holders Change
+35
Holders Change %
+8.41%
% of All Funds
6.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
130
Reduced
129
Closed
22
Calls
$423K
Puts
$218K
Net Calls
+$205K
Net Calls Change
+$509K
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$222M 1,833,966 +4,280 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$184M 1,517,255 +115,359 +8%
Bank of America
3
Bank of America
North Carolina
$182M 1,500,322 -56,371 -4%
PF
4
Phoenix Financial
Israel
$145M 1,196,572
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M 983,100 -515,131 -34%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$84.9M 701,987 +13,109 +2%
LPL Financial
7
LPL Financial
California
$84.1M 695,028 -47,898 -6%
Goldman Sachs
8
Goldman Sachs
New York
$84M 693,945 -235,709 -25%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$77.5M 640,575 -20,567 -3%
PCH
10
PGIM Custom Harvest
New Jersey
$72.1M 595,610 -52,825 -8%
Wells Fargo
11
Wells Fargo
California
$58.4M 482,289 -35,009 -7%
UBS Group
12
UBS Group
Switzerland
$47.1M 389,548 -20,400 -5%
Two Sigma Investments
13
Two Sigma Investments
New York
$44M 363,900 +363,900 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$41.5M 343,215 +254,742 +288%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$35.5M 293,504 -7,884 -3%
PRS
16
Pinkerton Retirement Specialists
Idaho
$34.2M 283,035 +283,035 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$33.7M 278,214 -22,124 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.8M 246,618 -6,448 -3%
SWP
19
Sagespring Wealth Partners
Tennessee
$26.8M 221,240 +221,240 New
Raymond James Financial
20
Raymond James Financial
Florida
$23.9M 197,771 +9,940 +5%
MFG
21
Magnus Financial Group
New York
$23.9M 197,514 +1,980 +1%
Principal Financial Group
22
Principal Financial Group
Iowa
$23.5M 194,537 +194,537 New
Ameriprise
23
Ameriprise
Minnesota
$22.4M 184,812 +14,247 +8%
KAS
24
Kestra Advisory Services
Texas
$20.1M 165,814 +1,573 +1%
SC
25
Scotia Capital
Ontario, Canada
$19.8M 164,016 +994 +0.6%