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iShares US Financials ETF

462 hedge funds and large institutions have $2.43B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

10% more funds holding

Funds holding: 421462 (+41)

3.7% more ownership

Funds ownership: 62.63%66.33% (+3.7%)

4% more capital invested

Capital invested by funds: $2.33B → $2.43B (+$104M)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

43% less call options, than puts

Call options by funds: $3.33M | Put options by funds: $5.88M

Holders
462
Holders Change
+41
Holders Change %
+9.74%
% of All Funds
6.08%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
71
Increased
135
Reduced
131
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
251
Lighthouse Financial
Florida
$472K
RWP
252
RWA Wealth Partners
Massachusetts
$471K
CW
253
CreativeOne Wealth
Kansas
$467K -$237K -2,104 -35%
SFPG
254
Stonebridge Financial Planning Group
Florida
$459K -$59.2K -525 -12%
SC
255
Savant Capital
Illinois
$457K -$76K -674 -15%
SS
256
Sunbelt Securities
Texas
$457K -$98.6K -875 -17%
AHC
257
Adell Harriman & Carpenter
Texas
$454K
RFA
258
Rollins Financial Advisors
New York
$452K -$22.5K -200 -5%
TWM
259
Triton Wealth Management
Arizona
$450K +$410K +3,638 New
AF
260
Apollon Financial
South Carolina
$449K
NP
261
NorthRock Partners
Minnesota
$448K
HWA
262
HCR Wealth Advisors
California
$439K -$563 -5 -0.1%
WIA
263
World Investment Advisors
California
$439K -$4.96K -44 -1%
IF
264
Ironwood Financial
Arizona
$435K
CPA
265
Cathy Pareto & Associates
Florida
$434K -$57.7K -512 -12%
CWA
266
Cascade Wealth Advisors
Washington
$428K -$26.3K -233 -6%
CIA
267
Capital Investment Advisors
Georgia
$428K -$15.6K -138 -4%
SWP
268
Strategic Wealth Partners
Ohio
$419K +$390K +3,462 New
DI
269
DAGCO Inc
Ohio
$417K -$45.8K -406 -11%
FFN
270
Focus Financial Network
Minnesota
$411K
CWA
271
Capital Wealth Alliance
Arizona
$410K
COCM
272
Charter Oak Capital Management
New Hampshire
$407K -$43.3K -384 -10%
OC
273
Oppenheimer & Co
New York
$404K
SHF
274
Safe Harbor Fiduciary
Florida
$402K +$372K +3,302 +15,724%
AB
275
Atlas Brown
Kentucky
$401K +$1.13K +10 +0.3%

IYF Hedge Fund Activity: Q2 2025 in Review

462 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q2 2025, worth a combined $2.43B — up 4.5% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IYF positions and 22 closed out — a net gain of 49 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $41M. The largest seller was Fidelity International, exiting entirely with an estimated $173M sold.

  • 462 institutional investors held iShares US Financials ETF (IYF) as of Q2 2025, up from 421 in Q1 2025.
  • Funds reported $2.43B of iShares US Financials ETF stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 71 funds opened new iShares US Financials ETF positions in Q2 2025 and 22 closed out, a net change of +49 holders.
  • The largest iShares US Financials ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $41M added.
  • The largest iShares US Financials ETF seller in Q2 2025 was Fidelity International, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2025.