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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 %
HA
51
HC Advisors
Georgia
$4.28M 37,918 -645 -2%
EFG
52
Ethos Financial Group
Pennsylvania
$4.25M 37,700 +37,700 New
SF
53
Synovus Financial
Georgia
$4.05M 35,893 -84 -0.2%
PWW
54
Pettyjohn Wood & White
Virginia
$3.94M 34,955 -1,565 -4%
KF
55
KKM Financial
Illinois
$3.86M 34,162 -1,060 -3%
AWM
56
AE Wealth Management
Kansas
$3.67M 32,544 -36,254 -53%
TR
57
Tepp RIA
New Jersey
$3.54M 31,351 +31,351 New
FHC
58
First Heartland Consultants
Missouri
$3.49M 30,918 -286 -0.9%
EH
59
Equitable Holdings
New York
$3.47M 30,765 +11,901 +63%
GKWIM
60
Gerber Kawasaki Wealth & Investment Management
California
$3.37M 29,833 +1,111 +4%
Truist Financial
61
Truist Financial
North Carolina
$3.31M 29,300 -3,557 -11%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.28M 29,051 +8,017 +38%
PG
63
Prostatis Group
Maryland
$3.21M 28,445 -43,038 -60%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$3.16M 28,015 +1,383 +5%
FMP
65
Financial Management Professionals
Texas
$3.09M 27,367 -7,378 -21%
EE
66
EWG Elevate
California
$3.05M 27,069 +60 +0.2%
TW
67
Transform Wealth
Colorado
$2.99M 26,476 +26,476 New
SC
68
Syon Capital
California
$2.95M 26,151 +3,685 +16%
CFO
69
Colony Family Offices
North Carolina
$2.9M 25,681 -1,930 -7%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.89M 25,589 -146 -0.6%
ES
71
Eagle Strategies
New York
$2.72M 24,067 +451 +2%
SG
72
Somerset Group
Minnesota
$2.7M 23,959 +1,111 +5%
WA
73
Wealthstar Advisors
Texas
$2.27M 20,146 +631 +3%
KA
74
Kovack Advisors
Florida
$2.22M 19,682 -146 -0.7%
MA
75
Mutual Advisors
Nebraska
$2.21M 20,232 -1,331 -6%