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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
AT
376
Arlington Trust
Alabama
$142K
FIM
377
FWL Investment Management
Texas
$139K -$18K -160 -12%
AF
378
Advisornet Financial
Minnesota
$136K +$451 +4 +0.4%
BPAMU
379
BTG Pactual Asset Management US
New York
$134K +$125K +1,108 New
HDIM
380
Hanson & Doremus Investment Management
Vermont
$134K
PMAM
381
Picton Mahoney Asset Management
Ontario, Canada
$133K +$11.3K +100 +10%
AF
382
Allworth Financial
California
$132K +$3.72K +33 +3%
AUB
383
Atlantic Union Bankshares
Virginia
$132K +$123K +1,094 New
FFA
384
Farther Finance Advisors
California
$125K -$130K -1,154 -53%
S
385
SignatureFD
Georgia
$123K +$113 +1 +0.1%
RIL
386
Rothschild Investment LLC
Illinois
$106K
BCM
387
Boreal Capital Management
Florida
$104K +$96.7K +858 New
FRA
388
Front Row Advisors
California
$101K -$45K -399 -32%
AEPWM
389
Atlantic Edge Private Wealth Management
Florida
$99.8K
MWA
390
Medallion Wealth Advisors
Connecticut
$99.8K
TSMHT
391
Thurston Springer Miller Herd & Titak
Indiana
$99.1K
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88.2K
PTC
393
Private Trust Company
Ohio
$85.3K +$41K +364 +107%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$84.7K
AIM
395
Anchor Investment Management
South Carolina
$84.6K +$225 +2 +0.3%
PWA
396
Provenance Wealth Advisors
Florida
$83.5K -$8.79K -78 -10%
BFS
397
Bare Financial Services
Pennsylvania
$83.2K
CTA
398
Colonial Trust Advisors
South Carolina
$78.2K
AG
399
AmeriFlex Group
Nevada
$77.7K
CSC
400
Caldwell Sutter Capital
California
$77.6K

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.