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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
JWA
401
JFS Wealth Advisors
Pennsylvania
$77K +$225 +2 +0.3%
CWM
402
Consultiva Wealth Management
Puerto Rico
$74.4K
ACA
403
Aptus Capital Advisors
Alabama
$72.6K
MTIC
404
Missouri Trust & Investment Company
Missouri
$72.6K
TFG
405
Team Financial Group
California
$66.8K +$62.2K +552 New
AAP
406
Arax Advisory Partners
Colorado
$66.2K
MDA
407
Minot DeBlois Advisors
Massachusetts
$64.6K
AssetMark Inc
408
AssetMark Inc
California
$62.7K +$58.4K +518 New
DFA
409
DHJJ Financial Advisors
Illinois
$61.3K -$9.69K -86 -15%
CTC
410
Central Trust Company
Missouri
$58.1K
NFSG
411
Newbridge Financial Services Group
Florida
$56.2K +$14.8K +131 +39%
AGWCA
412
Annis Gardner Whiting Capital Advisors
Florida
$55.4K
GWSG
413
GPS Wealth Strategies Group
Colorado
$53K
CT
414
Colonial Trust
South Carolina
$52.6K
WIM
415
Westside Investment Management
California
$50.8K +$2.82K +25 +6%
BWL
416
Bogart Wealth LLC
Virginia
$50.3K
RIA
417
Realta Investment Advisors
Delaware
$49.1K
SR
418
Syntax Research
Florida
$48.9K
RA
419
Rise Advisors
New York
$44K +$15.4K +137 +60%
PA
420
Parallel Advisors
California
$40.2K
SIS
421
Sound Income Strategies
Florida
$40.2K +$3.04K +27 +9%
CFFP
422
Center for Financial Planning
Michigan
$37.5K
FP
423
Financial Perspectives
Minnesota
$36.5K
MIM
424
MTM Investment Management
South Carolina
$36.3K
PSFG
425
Park Square Financial Group
Georgia
$36.3K

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.