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iShares US Financials ETF

455 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $2.32B → $2.39B (+$69.7M)

1% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 131

43% less call options, than puts

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

Holders
455
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.33M
Puts
$5.88M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
276
Capital Advisory Group Advisory Services
Minnesota
$394K
CF
277
Centaurus Financial
California
$393K
SCA
278
Snowden Capital Advisors
New York
$393K
IWC
279
Integrated Wealth Concepts
Massachusetts
$393K
EDRH
280
Edmond de Rothschild Holding
Switzerland
$392K
FMC
281
First Merchants Corp
Indiana
$387K
VPP
282
Vertex Planning Partners
Illinois
$387K
AA
283
Advisory Alpha
Michigan
$385K
CWM
284
Cahaba Wealth Management
Georgia
$383K
STA
285
Summit Trail Advisors
New York
$379K
JIP
286
Jaffetilchin Investment Partners
Florida
$377K
MLIC
287
Mandatum Life Insurance Company
Finland
$377K
LFG
288
Larson Financial Group
Missouri
$373K
FWP
289
Forefront Wealth Partners
Texas
$364K
MWM
290
Modern Wealth Management
Kansas
$364K
VSI
291
Verde Servicos Internacionais
Brazil
$363K
KCFA
292
Key Client Fiduciary Advisors
New Jersey
$362K
BAM
293
Bellevue Asset Management
Washington
$360K
SMC
294
Smith, Moore & Co
Missouri
$359K
AIC
295
Archer Investment Corporation
Indiana
$358K
MCC
296
Money Concepts Capital
Florida
$358K
RPGK
297
Retirement Planning Group (Kansas)
Kansas
$352K
YIH
298
Y-Intercept (HK)
Hong Kong
$352K
IAG
299
Investment Advisory Group
Massachusetts
$346K
TRCT
300
Tower Research Capital (TRC)
New York
$343K