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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
WPA
426
West Paces Advisors
Georgia
$35.7K
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$34.5K -$9.13K -81 -22%
AWM
428
Accredited Wealth Management
Kentucky
$32.1K
NSIM
429
North Star Investment Management
Illinois
$30.9K
PCFFS
430
Pacific Center for Financial Services
California
$28.6K
PGAM
431
Princeton Global Asset Management
New Jersey
$26K
WT
432
Whittier Trust
California
$25.4K
HHGA
433
Halbert Hargrove Global Advisors
California
$24.9K
GSWM
434
Golden State Wealth Management
California
$23.9K -$12.8K -114 -37%
AWM
435
Atticus Wealth Management
Florida
$23.5K -$2.93K -26 -12%
RLIM
436
Red Lighthouse Investment Management
New York
$22.3K
CAL
437
Capital Analysts LLC
Pennsylvania
$19K
DF
438
Dunhill Financial
United Kingdom
$18.1K +$16.9K +150 New
CFD
439
Creative Financial Designs
Indiana
$14.3K -$4.06K -36 -23%
RWM
440
Rialto Wealth Management
New York
$13.6K -$55.2K -490 -81%
CCMI
441
Creative Capital Management Investments
California
$13.2K +$12.3K +109 New
PWA
442
Physician Wealth Advisors
Utah
$12.2K
AA
443
Addison Advisors
Vermont
$12.1K
NEWAS
444
N.E.W. Advisory Services
Wisconsin
$11.4K
AWM
445
Abound Wealth Management
Tennessee
$10.6K
FCMT
446
Founders Capital Management (Texas)
Texas
$10.5K
SN
447
Sittner & Nelson
Oregon
$9.8K
FFA
448
Founders Financial Alliance
North Carolina
$6.05K
FDW
449
Fourth Dimension Wealth
Ohio
$6.05K
RF
450
Rossby Financial
Florida
$6.05K

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.