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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
BFS
201
Bradley Foster & Sargent
Connecticut
$646K +$601K +5,337 New
GT
202
Glenview Trust
Kentucky
$644K -$16.8K -149 -3%
DZ Bank
203
DZ Bank
Germany
$642K -$177K -1,567 -23%
SB
204
Simmons Bank
Arkansas
$638K -$13.1K -116 -2%
MWM
205
Modera Wealth Management
New Jersey
$633K +$2.82K +25 +0.5%
RFN
206
Redwood Financial Network
Ohio
$633K +$11.7K +104 +2%
SIG
207
Sargent Investment Group
Maryland
$623K
MA
208
Montag & Associates
Georgia
$621K
P
209
&Partners
Tennessee
$619K +$77.5K +688 +16%
TSWM
210
Tyler-Stone Wealth Management
Ohio
$614K +$1.01K +9 +0.2%
CIC
211
Carnegie Investment Counsel
Ohio
$613K +$265K +2,350 +87%
VWA
212
Visionary Wealth Advisors
Illinois
$609K
CI
213
Clal Insurance
Israel
$605K -$563K -5,000 -50%
CFP
214
Cascade Financial Partners
California
$604K +$563K +4,995 New
FNBT
215
FineMark National Bank & Trust
Florida
$597K -$43.5K -386 -7%
T
216
Tidemark
California
$594K -$14.5K -129 -3%
GWM
217
GDS Wealth Management
Texas
$591K +$26.9K +239 +5%
SCA
218
Southern Capital Advisors
Tennessee
$587K -$8.11K -72 -1%
DADC
219
D.A. Davidson & Co
Montana
$579K +$15.9K +141 +3%
FPCP
220
Fort Point Capital Partners
California
$575K +$10.1K +90 +2%
GI
221
GAMCO Investors
Connecticut
$570K +$531K +4,715 New
Lido Advisors
222
Lido Advisors
California
$567K
KNW
223
Kesler Norman & Wride
Utah
$551K -$688K -6,107 -57%
PSF
224
Pacific Sun Financial
California
$540K -$42.8K -380 -8%
CFS
225
Commonwealth Financial Services
West Virginia
$539K +$225 +2 +0%

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.