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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
AP
351
Americana Partners
Texas
$221K
Pathstone Holdings
352
Pathstone Holdings
New Jersey
$220K
PIA
353
Perennial Investment Advisors
California
$220K +$205K +1,819 New
TWC
354
TD Waterhouse Canada
Ontario, Canada
$220K +$11.5K +102 +6%
CAM
355
Creekmur Asset Management
Illinois
$218K -$295K -2,620 -59%
EWA
356
EP Wealth Advisors
California
$217K +$35K +311 +21%
CP
357
Clarendon Private
Massachusetts
$217K
CCFM
358
Clear Creek Financial Management
Washington
$211K +$197K +1,745 New
MC
359
Moors & Cabot
Massachusetts
$210K -$16.3K -145 -8%
TA
360
TFB Advisors
Kansas
$208K +$194K +1,720 New
FCH
361
Freestone Capital Holdings
Washington
$206K +$192K +1,702 New
KIM
362
Kane Investment Management
California
$204K +$190K +1,682 New
ACM
363
Advance Capital Management
Michigan
$201K +$187K +1,662 New
SFS
364
Symphony Financial Services
Ohio
$201K +$187K +1,659 New
GCM
365
Gables Capital Management
Florida
$194K
BCV
366
Banque Cantonale Vaudoise
Switzerland
$188K +$175K +1,555 New
Q1WB
367
Quest 10 Wealth Builders
Virginia
$185K -$5.75K -51 -3%
Franklin Resources
368
Franklin Resources
California
$181K
IA
369
IFP Advisors
Florida
$176K +$1.69K +15 +1%
NS
370
NBC Securities
Alabama
$173K
BTI
371
Blue Trust Inc
Georgia
$150K
FHA
372
First Horizon Advisors
Tennessee
$148K
PS
373
Principal Securities
Iowa
$147K -$16.6K -147 -11%
BMC
374
Bear Mountain Capital
Washington
$147K
CJH
375
Christopher J. Hasenberg
Wisconsin
$143K

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.