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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
MCM
151
Magnolia Capital Management
New York
$1.07M
BPA
152
Beacon Pointe Advisors
California
$1.07M +$245K +2,178 +33%
BWS
153
Buck Wealth Strategies
Colorado
$1.04M +$336K +2,980 +53%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$1.04M -$20.7K -184 -2%
GS
155
GTS Securities
New York
$1.04M +$367K +3,257 +61%
IWM
156
IHT Wealth Management
Illinois
$1.03M -$28.8K -256 -3%
Comerica Bank
157
Comerica Bank
Texas
$1.02M -$79.9K -709 -8%
NWM
158
Nova Wealth Management
Florida
$1.02M +$141K +1,255 +18%
PCIA
159
Prime Capital Investment Advisors
Kansas
$1M -$152K -1,348 -14%
LAM
160
Lifestyle Asset Management
Texas
$996K +$928K +8,236 New
CIBC World Market
161
CIBC World Market
Ontario, Canada
$982K +$484K +4,298 +113%
VA
162
Valmark Advisers
Ohio
$975K +$136K +1,203 +18%
USCWA
163
U.S. Capital Wealth Advisors
Texas
$958K -$31.9K -283 -3%
MFG
164
Merit Financial Group
Georgia
$951K -$35.9K -319 -4%
Northern Trust
165
Northern Trust
Illinois
$947K +$114K +1,010 +15%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$945K -$1.28M -11,390 -59%
JIC
167
Joel Isaacson & Co
New York
$927K
HA
168
HFG Advisors
Ohio
$923K
AA
169
Ancora Advisors
Ohio
$915K +$902 +8 +0.1%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$908K +$6.65K +59 +0.8%
TR
171
Tepp RIA
New Jersey
$887K -$2.71M -24,016 -77%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$878K +$818K +7,255 New
CPIG
173
Chicago Partners Investment Group
Illinois
$852K +$2.48K +22 +0.3%
HTC
174
Haverford Trust Company
Pennsylvania
$852K
WMA
175
Wealth Management Associates
New Jersey
$841K +$22.1K +196 +3%

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.