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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$44M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$34.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.8M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$23.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$70.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$62.3M
4
Goldman Sachs
Goldman Sachs
New York
-$28.5M
5
MWM
MinichMacGregor Wealth Management
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
126
Quadrant Private Wealth Management
Pennsylvania
$1.33M +$1.33M +11,003 New
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$652K -5,303 -33%
CRWM
128
Castle Rock Wealth Management
California
$1.33M +$1.33M +10,808 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$135K -1,112 -9%
NF
130
Nikulski Financial
Iowa
$1.29M -$496K -4,098 -28%
CB
131
Commerce Bank
Missouri
$1.28M – – –
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.27M +$93.9K +776 +8%
SPC
133
Sigma Planning Corp
Michigan
$1.26M +$20.2K +167 +2%
KPWS
134
Kestra Private Wealth Services
Texas
$1.25M +$3.15K +26 +0.3%
OWA
135
Outlook Wealth Advisors
Texas
$1.25M +$1.25M +10,312 New
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$1.24M +$122K +1,005 +11%
HI
137
Harbour Investments
Wisconsin
$1.19M +$579K +4,785 +94%
MGIA
138
Matthew Goff Investment Advisor
Texas
$1.17M – – –
OCPWS
139
One Charles Private Wealth Services
Massachusetts
$1.15M -$11.7K -97 -1%
FFL
140
Financial Freedom LLC
Ohio
$1.15M +$363K +3,000 +46%
CWM
141
Chesapeake Wealth Management
Virginia
$1.13M -$26.9K -222 -2%
WMP
142
Wealth Management Partners
Arizona
$1.11M +$5.24K +43 +0.5%
Cerity Partners
143
Cerity Partners
New York
$1.1M +$1.1M +9,111 New
SI
144
Stephens Inc
Arkansas
$1.09M -$17.4K -144 -2%
VCM
145
Virtue Capital Management
Tennessee
$1.08M +$286K +2,363 +36%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$4.72K +39 +0.4%
AWA
147
Arkadios Wealth Advisors
Georgia
$1.07M +$141K +1,165 +15%
MCM
148
Magnolia Capital Management
New York
$1.07M – – –
BPA
149
Beacon Pointe Advisors
California
$1.07M +$264K +2,178 +33%
BWS
150
Buck Wealth Strategies
Colorado
$1.04M +$361K +2,980 +53%
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