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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
JWCA
101
J.W. Cole Advisors
Florida
$2.01M +$1.27M +11,226 +209%
AFC
102
AFT Forsyth & Company
Florida
$2M -$1.69K -15 -0.1%
KCM
103
Kennicott Capital Management
California
$1.99M +$1.85M +16,428 New
EE
104
EWG Elevate
California
$1.94M -$1.24M -11,003 -41%
NF
105
Nvest Financial
New Hampshire
$1.94M +$1.8M +16,016 New
MIA
106
MMBG Investment Advisors
Florida
$1.9M
Citigroup
107
Citigroup
New York
$1.9M +$1.16M +10,277 +190%
AC
108
AlphaCore Capital
California
$1.89M +$1.76M +15,608 +82,147%
CWM
109
Congress Wealth Management
Massachusetts
$1.82M +$4.62K +41 +0.3%
Creative Planning
110
Creative Planning
Kansas
$1.8M -$56.6K -502 -3%
QCM
111
Quantinno Capital Management
New York
$1.78M +$290K +2,575 +21%
SAM
112
Smartleaf Asset Management
Massachusetts
$1.76M +$406K +3,605 +33%
LJCM
113
Lee Johnson Capital Management
Texas
$1.73M +$1.61M +14,279 New
Citadel Advisors
114
Citadel Advisors
Florida
$1.72M -$2.89M -25,638 -64%
GIA
115
Gladstone Institutional Advisory
Florida
$1.69M -$18.9K -168 -1%
Jane Street
116
Jane Street
New York
$1.67M +$1.31M +11,629 +532%
EL
117
Essex LLC
Illinois
$1.61M +$293K +2,601 +24%
TFM
118
Trademark Financial Management
Minnesota
$1.59M +$1.09M +9,690 +284%
William Blair & Company
119
William Blair & Company
Illinois
$1.57M +$181K +1,610 +14%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$1.56M -$28.1K -249 -2%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.48M +$7.66K +68 +0.6%
HAM
122
Harmony Asset Management
Arizona
$1.48M -$81.8K -726 -6%
KIA
123
KCM Investment Advisors
California
$1.47M +$1.58K +14 +0.1%
GCA
124
Genesee Capital Advisors
New York
$1.45M +$1.35M +12,020 New
WA
125
WESPAC Advisors
California
$1.43M -$79.3K -704 -6%

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.