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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
JSL
301
JT Stratford LLC
Georgia
$340K
WHC
302
Wulff, Hansen & Co
California
$336K
VCM
303
Vivaldi Capital Management
Illinois
$335K
SFA
304
Sequoia Financial Advisors
Ohio
$332K
IAS
305
Insigneo Advisory Services
Florida
$324K
GL
306
Graypoint LLC
New York
$321K
RIA
307
Regal Investment Advisors
Michigan
$319K
DWM
308
Dakota Wealth Management
Florida
$310K
First Trust Advisors
309
First Trust Advisors
Illinois
$309K
Walleye Trading
310
Walleye Trading
New York
$309K
FWCM
311
Ferguson Wellman Capital Management
Oregon
$309K
HNWAG
312
High Net Worth Advisory Group
Florida
$302K
VFA
313
Valeo Financial Advisors
Indiana
$298K
PIN
314
Prudent Investors Network
California
$297K
FA
315
Financial Alternatives
California
$291K
WTC
316
WhitTier Trust Company
Nevada
$288K
CL
317
Choreo LLC
Illinois
$287K
TA
318
TrueWealth Advisors
Alabama
$287K
MEG
319
Millstone Evans Group
Colorado
$286K
IIA
320
IPG Investment Advisors
California
$283K
Financial Engines Advisors
321
Financial Engines Advisors
California
$282K
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$281K
SWM
323
SeaCrest Wealth Management
New York
$279K
AC
324
Allstate Corporation
Illinois
$278K
WWM
325
WJ Wealth Management
Arizona
$276K