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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$222M +$482K +4,280 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$184M +$13M +115,359 +8%
Bank of America
3
Bank of America
North Carolina
$182M -$6.35M -56,371 -4%
PF
4
Phoenix Financial
Israel
$145M
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M -$58.1M -515,131 -34%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$84.9M +$1.48M +13,109 +2%
LPL Financial
7
LPL Financial
California
$84.1M -$5.4M -47,898 -6%
Goldman Sachs
8
Goldman Sachs
New York
$84M -$26.6M -235,709 -25%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$77.5M -$2.32M -20,567 -3%
PCH
10
PGIM Custom Harvest
New Jersey
$72.1M -$5.95M -52,825 -8%
Wells Fargo
11
Wells Fargo
California
$58.4M -$3.95M -35,009 -7%
UBS Group
12
UBS Group
Switzerland
$47.1M -$2.3M -20,400 -5%
Two Sigma Investments
13
Two Sigma Investments
New York
$44M +$41M +363,900 New
JP Morgan Chase
14
JP Morgan Chase
New York
$41.5M +$28.7M +254,742 +288%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$35.5M -$888K -7,884 -3%
PRS
16
Pinkerton Retirement Specialists
Idaho
$34.2M +$31.9M +283,035 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$33.7M -$2.49M -22,124 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.8M -$727K -6,448 -3%
SWP
19
Sagespring Wealth Partners
Tennessee
$26.8M +$24.9M +221,240 New
Raymond James Financial
20
Raymond James Financial
Florida
$23.9M +$1.12M +9,940 +5%
MFG
21
Magnus Financial Group
New York
$23.9M +$223K +1,980 +1%
SP
22
Sherman Porfolios
Idaho
$23.8M +$22.2M +196,556 New
Principal Financial Group
23
Principal Financial Group
Iowa
$23.5M +$21.9M +194,537 New
Osaic Holdings
24
Osaic Holdings
Arizona
$23.1M +$735K +6,520 +4%
Ameriprise
25
Ameriprise
Minnesota
$22.4M +$1.61M +14,247 +8%

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.