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iShares US Financials ETF

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K
Name Market Value Shares Shares
Change
Shares
Change %
PP
26
Patten & Patten
Tennessee
$13.4M 118,391 -1,219 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$13.2M 116,713 +4,870 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$12.6M 111,800 +19,987 +22%
XF
29
XML Financial
Maryland
$12.6M 111,725 -1,142 -1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$12.4M 109,906 -434 -0.4%
PFS
31
Prospera Financial Services
Texas
$11.6M 103,056 +91,641 +803%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$9.98M 88,473 -2,975 -3%
OIA
33
OneDigital Investment Advisors
Kansas
$9.81M 86,961 -4,526 -5%
UCFA
34
United Capital Financial Advisors
Texas
$9.35M 82,875 +254 +0.3%
WT
35
Washington Trust
Rhode Island
$9.1M 80,607 -159,139 -66%
FF
36
Finley Financial
Nevada
$8.17M 73,915 -365 -0.5%
Stifel Financial
37
Stifel Financial
Missouri
$7.97M 70,597 -26,475 -27%
FCFC
38
First Citizens Financial Corp
Iowa
$7.19M 63,715 -155 -0.2%
SCA
39
Stillwater Capital Advisors
Pennsylvania
$6.85M 60,677 +6,168 +11%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$6.29M 56,298 -1,062,029 -95%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$6.26M 56,072 +20,067 +56%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$6.19M 54,837 +1,569 +3%
SFC
43
Summit Financial Consulting
Michigan
$5.98M 52,964 +52,964 New
CI
44
CX Institutional
Indiana
$5.31M 47,085 +23,890 +103%
GWM
45
Geneos Wealth Management
Colorado
$5.29M 46,904 +22,540 +93%
Mariner
46
Mariner
Kansas
$4.99M 44,203 +3,278 +8%
NA
47
NewEdge Advisors
Louisiana
$4.9M 43,433 +4,448 +11%
PAG
48
Private Advisor Group
New Jersey
$4.75M 42,066 +13,006 +45%
GF
49
Gimbal Financial
Indiana
$4.55M 40,359 +40,359 New
Citadel Advisors
50
Citadel Advisors
Florida
$4.49M 39,816 +20,838 +110%