IYF icon

iShares US Financials ETF

451 hedge funds and large institutions have $2.37B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
451
Holders Change
+35
Holders Change %
+8.41%
% of All Funds
6.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
130
Reduced
129
Closed
22
Calls
$423K
Puts
$218K
Net Calls
+$205K
Net Calls Change
+$509K
Name Market Value Shares Shares
Change
Shares
Change %
NFSG
401
Newbridge Financial Services Group
Florida
$56.2K 465 +131 +39%
AGWCA
402
Annis Gardner Whiting Capital Advisors
Florida
$55.4K 458
GWSG
403
GPS Wealth Strategies Group
Colorado
$53K 438
CT
404
Colonial Trust
South Carolina
$52.6K 435
WIM
405
Westside Investment Management
California
$50.8K 420 +25 +6%
BWL
406
Bogart Wealth LLC
Virginia
$50.3K 416
RIA
407
Realta Investment Advisors
Delaware
$49.1K 406
SR
408
Syntax Research
Florida
$48.9K 404
RA
409
Rise Advisors
New York
$44K 364 +137 +60%
PA
410
Parallel Advisors
California
$40.2K 332
SIS
411
Sound Income Strategies
Florida
$40.2K 332 +27 +9%
CFFP
412
Center for Financial Planning
Michigan
$37.5K 310
FP
413
Financial Perspectives
Minnesota
$36.5K 301
MIM
414
MTM Investment Management
South Carolina
$36.3K 300
PSFG
415
Park Square Financial Group
Georgia
$36.3K 300
WPA
416
West Paces Advisors
Georgia
$35.7K 295
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$34.5K 285 -81 -22%
AWM
418
Accredited Wealth Management
Kentucky
$32.1K 265
NSIM
419
North Star Investment Management
Illinois
$30.9K 255
PCFFS
420
Pacific Center for Financial Services
California
$28.6K 236
PGAM
421
Princeton Global Asset Management
New Jersey
$26K 215
WT
422
Whittier Trust
California
$25.4K 210
HHGA
423
Halbert Hargrove Global Advisors
California
$24.9K 206
GSWM
424
Golden State Wealth Management
California
$23.9K 197 -114 -37%
AWM
425
Atticus Wealth Management
Florida
$23.5K 194 -26 -12%