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iShares US Financials ETF

445 hedge funds and large institutions have $2.54B invested in iShares US Financials ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 457445 (-12)

3.44% less ownership

Funds ownership: 65.29%61.86% (-3.4%)

59% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $5.58M

Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.31M
Puts
$5.58M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
Bigelow Investment Advisors
Maine
$723K
CWM
202
Connecticut Wealth Management
Connecticut
$712K
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$694K
BFS
204
Bradley Foster & Sargent
Connecticut
$676K
GT
205
Glenview Trust
Kentucky
$674K
SOS
206
Silver Oak Securities
Tennessee
$672K
SB
207
Simmons Bank
Arkansas
$668K
MWM
208
Modera Wealth Management
New Jersey
$663K
BPA
209
Beacon Pointe Advisors
California
$658K
WGC
210
Watts Gwilliam & Co
Arizona
$653K
MA
211
Montag & Associates
Georgia
$642K
RFN
212
Redwood Financial Network
Ohio
$641K
VWA
213
Visionary Wealth Advisors
Illinois
$637K
CFP
214
Cascade Financial Partners
California
$633K
P
215
&Partners
Tennessee
$632K
APA
216
Astoria Portfolio Advisors
New York
$630K
FNBT
217
FineMark National Bank & Trust
Florida
$625K
DADC
218
D.A. Davidson & Co
Montana
$624K
SCA
219
Southern Capital Advisors
Tennessee
$622K
LL
220
LPWM LLC
Minnesota
$606K
GWM
221
GDS Wealth Management
Texas
$589K
RPGK
222
Retirement Planning Group (Kansas)
Kansas
$583K
PSF
223
Pacific Sun Financial
California
$566K
CFS
224
Commonwealth Financial Services
West Virginia
$564K
UIM
225
Unified Investment Management
Georgia
$562K