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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
AAS
126
Ameritas Advisory Services
Nebraska
$1.4M -$52.5K -466 -4%
MCM
127
MAI Capital Management
Ohio
$1.4M -$121K -1,075 -8%
NWA
128
Navis Wealth Advisors
New York
$1.37M +$4.06K +36 +0.3%
QPWM
129
Quadrant Private Wealth Management
Pennsylvania
$1.33M +$1.24M +11,003 New
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$598K -5,303 -33%
CRWM
131
Castle Rock Wealth Management
California
$1.33M +$1.22M +10,808 New
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$125K -1,112 -9%
NF
133
Nikulski Financial
Iowa
$1.29M -$462K -4,098 -28%
CB
134
Commerce Bank
Missouri
$1.28M
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.27M +$87.4K +776 +8%
SPC
136
Sigma Planning Corp
Michigan
$1.26M +$18.8K +167 +2%
KPWS
137
Kestra Private Wealth Services
Texas
$1.25M +$2.93K +26 +0.3%
OWA
138
Outlook Wealth Advisors
Texas
$1.25M +$1.16M +10,312 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$1.24M +$113K +1,005 +11%
HI
140
Harbour Investments
Wisconsin
$1.19M +$539K +4,785 +94%
MGIA
141
Matthew Goff Investment Advisor
Texas
$1.17M
OCPWS
142
One Charles Private Wealth Services
Massachusetts
$1.15M -$10.9K -97 -1%
FFL
143
Financial Freedom LLC
Ohio
$1.15M +$338K +3,000 +46%
CWM
144
Chesapeake Wealth Management
Virginia
$1.13M -$25K -222 -2%
WMP
145
Wealth Management Partners
Arizona
$1.11M +$4.85K +43 +0.5%
Cerity Partners
146
Cerity Partners
New York
$1.1M +$1.03M +9,111 New
SI
147
Stephens Inc
Arkansas
$1.09M -$16.2K -144 -2%
VCM
148
Virtue Capital Management
Tennessee
$1.08M +$266K +2,363 +36%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$4.39K +39 +0.4%
AWA
150
Arkadios Wealth Advisors
Georgia
$1.07M +$131K +1,165 +15%

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.