iShares US Financials ETF
475 hedge funds and large institutions have $2.97B invested in iShares US Financials ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 129 reducing their positions, and 43 closing their positions.
67% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 43
17% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 129
15% more capital invested
Capital invested by funds: $2.58B → $2.97B (+$385M)
8.22% more ownership
Funds ownership: 62.87% → 71.09% (+8.2%)
4% more funds holding
Funds holding: 455 → 475 (+20)
9% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.28M
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$186M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$101M |
| 3 |
JP Morgan Chase
New York
|
+$85.4M |
| 4 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$73.6M |
| 5 |
Citigroup
New York
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$45.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$42.2M |
| 3 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$37.9M |
| 4 |
SP
Sherman Porfolios
Coeur D'alene,
Idaho
|
-$25.7M |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$13.6M |
IYF Hedge Fund Activity: Q4 2025 in Review
475 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares US Financials ETF (IYF) for Q4 2025, worth a combined $2.97B — up 15% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IYF positions and 43 closed out — a net gain of 29 holders — while 151 added to existing stakes and 129 trimmed.
The largest buyer was Dynasty Wealth Management, adding an estimated $186M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $45.7M sold.
- 475 institutional investors held iShares US Financials ETF (IYF) as of Q4 2025, up from 455 in Q3 2025.
- Funds reported $2.97B of iShares US Financials ETF stock for Q4 2025, up 15% quarter-over-quarter.
- 72 funds opened new iShares US Financials ETF positions in Q4 2025 and 43 closed out, a net change of +29 holders.
- The largest iShares US Financials ETF buyer in Q4 2025 was Dynasty Wealth Management, an estimated $186M added.
- The largest iShares US Financials ETF seller in Q4 2025 was Two Sigma Investments, an estimated $45.7M sold.
Based on aggregated 13F filings for Q4 2025.