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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 %
RLIM
426
Red Lighthouse Investment Management
New York
$22.3K 184
CAL
427
Capital Analysts LLC
Pennsylvania
$19K 156
DF
428
Dunhill Financial
United Kingdom
$18.1K 150 +150 New
CFD
429
Creative Financial Designs
Indiana
$14.3K 118 -36 -23%
RWM
430
Rialto Wealth Management
New York
$13.6K 112 -490 -81%
CCMI
431
Creative Capital Management Investments
California
$13.2K 109 +109 New
PWA
432
Physician Wealth Advisors
Utah
$12.2K 101
AA
433
Addison Advisors
Vermont
$12.1K 100
NEWAS
434
N.E.W. Advisory Services
Wisconsin
$11.4K 94
AWM
435
Abound Wealth Management
Tennessee
$10.6K 88
FCMT
436
Founders Capital Management (Texas)
Texas
$10.5K 87
SN
437
Sittner & Nelson
Oregon
$9.8K 81
RF
438
Rossby Financial
Florida
$6.05K 50
FDW
439
Fourth Dimension Wealth
Ohio
$6.05K 50
FFA
440
Founders Financial Alliance
North Carolina
$6.05K 50
CWP
441
Concord Wealth Partners
Virginia
$5.5K 45
IBOK
442
Independence Bank of Kentucky
Kentucky
$5.45K 45 -70 -61%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$5.45K 45
AAG
444
Armstrong Advisory Group
Massachusetts
$5.2K 43 +43 New
OWP
445
ORG Wealth Partners
Texas
$4.62K 38
HBW
446
Hazlett, Burt & Watson
West Virginia
$4K 30
NMG
447
New Millennium Group
Utah
$2.54K 21 -50 -70%
AW
448
Avion Wealth
Texas
$2K 23
Russell Investments Group
449
Russell Investments Group
United Kingdom
$1.2K 10 +10 New
RFA
450
Register Financial Advisors
Georgia
$968 8