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iShares US Financials ETF
475 hedge funds and large institutions have $2.97B invested in iShares US Financials ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 128 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 42
19% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 128
15% more capital invested
Capital invested by funds: $2.58B → $2.97B (+$387M)
8.27% more ownership
Funds ownership: 62.87% → 71.14% (+8.3%)
5% more funds holding
Funds holding: 454 → 475 (+21)
9% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.28M
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Holders
475
Holders Change
+21
Holders Change %
+4.63%
% of All Funds
5.78%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.11%
New
72
Increased
152
Reduced
128
Closed
42
Calls
$1.39M
Puts
$1.28M
Net Calls
+$116K
Net Calls Change
+$3.4M
Top Buyers
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$186M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$101M |
| 3 |
JP Morgan Chase
New York
|
+$85.4M |
| 4 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$73.6M |
| 5 |
Citigroup
New York
|
+$24.5M |
