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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 %
MML Investors Services
76
MML Investors Services
Massachusetts
$2.19M 19,426 +1,120 +6%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$2.17M 19,200 +10,957 +133%
WIP
78
WealthCare Investment Partners
Rhode Island
$2.07M 20,082 +10,045 +100%
FFS
79
Founders Financial Securities
Maryland
$1.98M 18,072 +418 +2%
DC
80
Davenport & Co
Virginia
$1.96M 17,367 +724 +4%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$1.91M 16,915 -127 -0.7%
SWM
82
Spire Wealth Management
Virginia
$1.89M 16,720 +1,461 +10%
AFC
83
AFT Forsyth & Company
Florida
$1.86M 16,516 +3 +0%
AR
84
Apeiron RIA
Texas
$1.84M 16,323 +2,615 +19%
AWM
85
Avior Wealth Management
Nebraska
$1.83M 16,222 +2,518 +18%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$1.82M 16,127 -2,817 -15%
MIA
87
MMBG Investment Advisors
Florida
$1.77M 15,701
CC
88
Callan Capital
California
$1.76M 15,627 -197 -1%
AI
89
Atria Investments
North Carolina
$1.74M 15,377 +5,567 +57%
Creative Planning
90
Creative Planning
Kansas
$1.73M 15,342 +33 +0.2%
CWM
91
Congress Wealth Management
Massachusetts
$1.7M 15,017 +11,927 +386%
NF
92
Nikulski Financial
Iowa
$1.66M 14,731 -368 -2%
HNB
93
Huntington National Bank
Ohio
SPIA
94
Steward Partners Investment Advisory
New York
$1.6M 14,172 +4,627 +48%
GIA
95
Gladstone Institutional Advisory
Florida
$1.6M 14,149 +3,590 +34%
CRC
96
Curi RMB Capital
Illinois
$1.51M 13,403 +13,403 New
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$1.48M 13,136 -959 -7%
HAM
98
Harmony Asset Management
Arizona
$1.46M 12,919 -1,072 -8%
MCM
99
MAI Capital Management
Ohio
$1.43M 12,649 -153 -1%
WA
100
WESPAC Advisors
California
$1.42M 12,541 +1,920 +18%