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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
KAS
26
Kestra Advisory Services
Texas
$20.1M +$177K +1,573 +1%
SC
27
Scotia Capital
Ontario, Canada
$19.8M +$112K +994 +0.6%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$19.6M +$2.83M +25,082 +18%
SFI
29
SPC Financial Inc
Maryland
$18.5M +$17.2M +152,659 New
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$17.2M +$9.8M +87,002 +155%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$15.4M +$1.75M +15,502 +14%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$14.3M +$164K +1,457 +1%
PP
33
Patten & Patten
Tennessee
$14.2M -$104K -919 -0.8%
MWM
34
MinichMacGregor Wealth Management
New York
$13.9M -$8.09M -71,814 -38%
OIA
35
OneDigital Investment Advisors
Kansas
$13.9M +$3.14M +27,827 +32%
CFA
36
Camarda Financial Advisors
Florida
$13.7M +$12.7M +113,138 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$13.6M +$277K +2,458 +2%
XF
38
XML Financial
Maryland
$13.5M -$33.9K -301 -0.3%
HWM
39
Horizon Wealth Management
Illinois
$13.4M +$12.5M +110,892 New
SA
40
Sanctuary Advisors
Indiana
$11.7M +$2.75M +24,428 +34%
Stifel Financial
41
Stifel Financial
Missouri
$11.6M +$2.8M +24,884 +35%
ASN
42
Advisory Services Network
Georgia
$11.1M +$9.74M +86,387 +1,871%
UCFA
43
United Capital Financial Advisors
Texas
$9.93M -$89.6K -795 -1%
FF
44
Finley Financial
Nevada
$8.91M -$32.7K -290 -0.4%
PWP
45
Prasad Wealth Partners
Ohio
$8.23M +$7.66M +68,017 New
Jones Financial Companies
46
Jones Financial Companies
Missouri
$7.99M +$1.18M +10,514 +19%
WT
47
Washington Trust
Rhode Island
$7.44M -$2.15M -19,095 -24%
SCA
48
Stillwater Capital Advisors
Pennsylvania
$7.3M -$33.9K -301 -0.5%
FCFC
49
First Citizens Financial Corp
Iowa
$6.79M -$853K -7,570 -12%
SFC
50
Summit Financial Consulting
Michigan
$6.46M +$52K +461 +0.9%

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.