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iShares US Financials ETF

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$140K -$5.08K -45 -3%
FRA
327
Front Row Advisors
California
$139K
FHA
328
First Horizon Advisors
Tennessee
$138K
CJH
329
Christopher J. Hasenberg
Wisconsin
$133K
BMC
330
Bear Mountain Capital
Washington
$133K
AT
331
Arlington Trust
Alabama
$133K +$90.3K +800 +213%
AF
332
Advisornet Financial
Minnesota
$126K -$3.84K -34 -3%
HDIM
333
Hanson & Doremus Investment Management
Vermont
$125K
SSB
334
Sandy Spring Bank
Maryland
$123K
AF
335
Allworth Financial
California
$116K
S
336
SignatureFD
Georgia
$115K
PMAM
337
Picton Mahoney Asset Management
Ontario, Canada
$113K +$11.3K +100 +11%
CWM
338
Compass Wealth Management
Connecticut
$113K
CF
339
Centaurus Financial
California
$103K
RIL
340
Rothschild Investment LLC
Illinois
$99K
AEPWM
341
Atlantic Edge Private Wealth Management
Florida
$93.1K
TSMHT
342
Thurston Springer Miller Herd & Titak
Indiana
$92.4K +$24.7K +219 +37%
PWA
343
Provenance Wealth Advisors
Florida
$86.7K
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.3K
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$79K -$45.1K -400 -36%
AIM
346
Anchor Investment Management
South Carolina
$78.7K +$113 +1 +0.1%
BFS
347
Bare Financial Services
Pennsylvania
$77.6K
AG
348
AmeriFlex Group
Nevada
$73.2K -$3.16K -28 -4%
CTA
349
Colonial Trust Advisors
South Carolina
$72.9K
CSC
350
Caldwell Sutter Capital
California
$72.3K