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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
SWM
326
SeaCrest Wealth Management
New York
$279K -$10K -89 -4%
AC
327
Allstate Corporation
Illinois
$278K -$778K -6,900 -75%
WWM
328
WJ Wealth Management
Arizona
$276K +$257K +2,280 New
SFS
329
Sowell Financial Services
Arkansas
$275K -$24.5K -217 -9%
GRP
330
Global Retirement Partners
California
$273K +$254K +2,253 New
Focus Partners Wealth
331
Focus Partners Wealth
Massachusetts
$271K +$16.3K +145 +7%
ISWM
332
Independent Solutions Wealth Management
New York
$269K +$23.8K +211 +10%
WWC
333
Waypoint Wealth Counsel
Georgia
$268K +$902 +8 +0.4%
CAM
334
Cresset Asset Management
Illinois
$263K
CAM
335
Carret Asset Management
New York
$263K -$5.63K -50 -2%
AWA
336
Adapt Wealth Advisors
Georgia
$260K
BlackRock
337
BlackRock
New York
$260K -$255K -2,266 -51%
WA
338
Wealthstar Advisors
Texas
$258K -$2.03M -18,017 -89%
Empower Advisory Group
339
Empower Advisory Group
Colorado
$252K +$33.1K +294 +16%
DC
340
Darrow Company
Massachusetts
$249K
CA
341
Clearstead Advisors
Ohio
$242K
PCM
342
Payne Capital Management
New York
$242K
RCWM
343
Royal Capital Wealth Management
Indiana
$242K
FA
344
Fiduciary Alliance
South Carolina
$242K +$676 +6 +0.3%
FRA
345
Frank Rimerman Advisors
California
$241K
XT
346
XTX Topco
Cayman Islands
$239K +$223K +1,977 New
VCM
347
Vision Capital Management
Oregon
$239K
YIA
348
YHB Investment Advisors
Connecticut
$236K
WA
349
WP Advisors
California
$232K +$676 +6 +0.3%
TF
350
Tudor Financial
Ohio
$228K +$212K +1,885 New

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.