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iShares US Financials ETF

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
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
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
401
AssetMark Inc
California
$62.7K +$62.7K +518 New
DFA
402
DHJJ Financial Advisors
Illinois
$61.3K -$10.4K -86 -15%
CTC
403
Central Trust Company
Missouri
$58.1K
NFSG
404
Newbridge Financial Services Group
Florida
$56.2K +$15.8K +131 +39%
AGWCA
405
Annis Gardner Whiting Capital Advisors
Florida
$55.4K
GWSG
406
GPS Wealth Strategies Group
Colorado
$53K
CT
407
Colonial Trust
South Carolina
$52.6K
WIM
408
Westside Investment Management
California
$50.8K +$3.03K +25 +6%
BWL
409
Bogart Wealth LLC
Virginia
$50.3K
RIA
410
Realta Investment Advisors
Delaware
$49.1K
SR
411
Syntax Research
Florida
$48.9K
RA
412
Rise Advisors
New York
$44K +$16.6K +137 +60%
PA
413
Parallel Advisors
California
$40.2K
SIS
414
Sound Income Strategies
Florida
$40.2K +$3.27K +27 +9%
CFFP
415
Center for Financial Planning
Michigan
$37.5K
FP
416
Financial Perspectives
Minnesota
$36.5K
PSFG
417
Park Square Financial Group
Georgia
$36.3K
MIM
418
MTM Investment Management
South Carolina
$36.3K
WPA
419
West Paces Advisors
Georgia
$35.7K
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$34.5K -$9.8K -81 -22%
AWM
421
Accredited Wealth Management
Kentucky
$32.1K
NSIM
422
North Star Investment Management
Illinois
$30.9K
PCFFS
423
Pacific Center for Financial Services
California
$28.6K
PGAM
424
Princeton Global Asset Management
New Jersey
$26K
WT
425
Whittier Trust
California
$25.4K