iShares US Financials ETF
424 hedge funds and large institutions have $2.33B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 109 reducing their positions, and 52 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 109
5% more capital invested
Capital invested by funds: $2.22B → $2.33B (+$107M)
0.54% more ownership
Funds ownership: 62.07% → 62.61% (+0.54%)
7% less call options, than puts
Call options by funds: $4.04M | Put options by funds: $4.34M
10% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 52
3% less funds holding
Funds holding: 437 → 424 (-13)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$176M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$160M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$15.8M |
| 4 |
Goldman Sachs
New York
|
+$12M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$122M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$41.6M |
| 3 |
WT
Washington Trust
Westerly,
Rhode Island
|
-$18.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$16.3M |
| 5 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
-$15.2M |
IYF Hedge Fund Activity: Q1 2025 in Review
424 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q1 2025, worth a combined $2.33B — up 4.8% from $2.22B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of IYF and 47 opened new positions — a net loss of 5 holders — while 109 trimmed existing stakes and 154 added.
The largest buyer was Fidelity International, opening a new position worth an estimated $176M. The largest seller was Schroder Investment Management Group, cutting an estimated $122M.
- 424 institutional investors held iShares US Financials ETF (IYF) as of Q1 2025, down from 437 in Q4 2024.
- Funds reported $2.33B of iShares US Financials ETF stock for Q1 2025, up 4.8% quarter-over-quarter.
- 47 funds opened new iShares US Financials ETF positions in Q1 2025 and 52 closed out, a net change of -5 holders.
- The largest iShares US Financials ETF buyer in Q1 2025 was Fidelity International, an estimated $176M added.
- The largest iShares US Financials ETF seller in Q1 2025 was Schroder Investment Management Group, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2025.