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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
CWP
451
Concord Wealth Partners
Virginia
$5.5K
IBOK
452
Independence Bank of Kentucky
Kentucky
$5.45K -$7.89K -70 -61%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$5.45K
TAM
454
Tucker Asset Management
Colorado
$5.45K
AAG
455
Armstrong Advisory Group
Massachusetts
$5.2K +$4.85K +43 New
OWP
456
ORG Wealth Partners
Texas
$4.62K
HBW
457
Hazlett, Burt & Watson
West Virginia
$4K
NMG
458
New Millennium Group
Utah
$2.54K -$5.63K -50 -70%
AW
459
Avion Wealth
Texas
$2K
Russell Investments Group
460
Russell Investments Group
United Kingdom
$1.2K +$1.13K +10 New
RFA
461
Register Financial Advisors
Georgia
$968
KIG
462
Kessler Investment Group
Indiana
$399
BA
463
Bellwether Advisors
Nebraska
$121 +$113 +1 New
Fidelity International
464
Fidelity International
Bermuda
-$173M -1,535,804 Closed
GF
465
Gimbal Financial
Indiana
-$4.55M -40,359 Closed
FMP
466
Financial Management Professionals
Texas
-$3.09M -27,367 Closed
CRC
467
Curi RMB Capital
Illinois
-$1.51M -13,403 Closed
GS
468
GWN Securities
Florida
-$947K -8,150 Closed
KWA
469
Kingswood Wealth Advisors
California
-$314K -2,782 Closed
SG
470
StoneX Group
New York
-$313K -2,770 Closed
MWA
471
Muirfield Wealth Advisors
North Carolina
-$295K -2,615 Closed
DAS
472
Dynamic Advisor Solutions
Arizona
-$288K -2,555 Closed
QC
473
Quadrature Capital
United Kingdom
-$234K -2,077 Closed
PA
474
PFG Advisors
Arizona
-$229K -2,032 Closed
GF
475
Gries Financial
Ohio
-$221K -1,962 Closed

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.