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iShares US Financials ETF

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K
Name Market Value Shares Shares
Change
Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M 1,829,686 -73,827 -4%
Bank of America
2
Bank of America
North Carolina
$176M 1,556,693 -142,110 -8%
Fidelity International
3
Fidelity International
Bermuda
$173M 1,535,804 +1,535,804 New
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169M 1,498,231 +1,396,090 +1,367%
Morgan Stanley
5
Morgan Stanley
New York
$158M 1,401,896 +47,852 +4%
PF
6
Phoenix Financial
Israel
$135M 1,196,572
Goldman Sachs
7
Goldman Sachs
New York
$105M 929,654 +105,022 +13%
LPL Financial
8
LPL Financial
California
$83.8M 742,926 +64,448 +9%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$77.7M 688,878 +45,100 +7%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$74.6M 661,142 -362,774 -35%
PCH
11
PGIM Custom Harvest
New Jersey
$73.2M 648,435 +137,864 +27%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$71.8M 636,281 -16,710 -3%
Wells Fargo
13
Wells Fargo
California
$58.4M 517,298 +21,303 +4%
UBS Group
14
UBS Group
Switzerland
$46.3M 409,948 +8,797 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$34M 301,388 -9,000 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$33.9M 300,338 +81,827 +37%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$28.6M 253,066 +11,507 +5%
MFG
18
Magnus Financial Group
New York
$22.1M 195,534 +2,315 +1%
Raymond James Financial
19
Raymond James Financial
Florida
$21.2M 187,831 +11,712 +7%
MWM
20
MinichMacGregor Wealth Management
New York
$21.1M 186,832 +5,827 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$20.8M 184,145 +17,873 +11%
Ameriprise
22
Ameriprise
Minnesota
$19.2M 170,565 +13,577 +9%
KAS
23
Kestra Advisory Services
Texas
$18.5M 164,241 +6,167 +4%
SC
24
Scotia Capital
Ontario, Canada
$18.4M 163,022 +1,600 +1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$15.5M 136,967 -30,977 -18%