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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
MOS
276
MGO One Seven
Ohio
$400K +$60.3K +535 +19%
CA
277
CoreCap Advisors
Michigan
$398K +$74.6K +662 +25%
RCAG
278
Rehmann Capital Advisory Group
Michigan
$396K -$9.58K -85 -3%
CAGAS
279
Capital Advisory Group Advisory Services
Minnesota
$394K
CF
280
Centaurus Financial
California
$393K +$263K +2,334 +256%
SCA
281
Snowden Capital Advisors
New York
$393K -$87K -772 -19%
IWC
282
Integrated Wealth Concepts
Massachusetts
$393K -$117K -1,037 -24%
EDRH
283
Edmond de Rothschild Holding
Switzerland
$392K
FMC
284
First Merchants Corp
Indiana
$387K
VPP
285
Vertex Planning Partners
Illinois
$387K
AA
286
Advisory Alpha
Michigan
$385K +$8.9K +79 +3%
CWM
287
Cahaba Wealth Management
Georgia
$383K +$8.79K +78 +3%
STA
288
Summit Trail Advisors
New York
$379K +$353K +3,134 New
JIP
289
Jaffetilchin Investment Partners
Florida
$377K
MLIC
290
Mandatum Life Insurance Company
Finland
$377K -$11.5K -102 -3%
LFG
291
Larson Financial Group
Missouri
$373K +$20.7K +184 +6%
FWP
292
Forefront Wealth Partners
Texas
$364K +$345K +3,058 New
MWM
293
Modern Wealth Management
Kansas
$364K -$4.51K -40 -1%
VSI
294
Verde Servicos Internacionais
Brazil
$363K +$338K +3,000 New
KCFA
295
Key Client Fiduciary Advisors
New Jersey
$362K +$1.13K +10 +0.3%
BAM
296
Bellevue Asset Management
Washington
$360K +$113 +1 +0%
SMC
297
Smith, Moore & Co
Missouri
$359K
AIC
298
Archer Investment Corporation
Indiana
$358K
MCC
299
Money Concepts Capital
Florida
$358K +$29.8K +264 +10%
RPGK
300
Retirement Planning Group (Kansas)
Kansas
$352K -$270K -2,396 -45%

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.