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iShares US Financial Services ETF

257 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 251257 (+6)

1% less call options, than puts

Call options by funds: $959K | Put options by funds: $969K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$959K
Puts
$969K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$23.2K
CAL
227
Capital Advisors Ltd
Ohio
$23K
HHCP
228
Hilton Head Capital Partners
South Carolina
$23K
AA
229
Ancora Advisors
Ohio
$22.1K
GEA
230
Glen Eagle Advisors
New Jersey
$19.9K
MWM
231
Mascoma Wealth Management
New Hampshire
$17.4K
TFGT
232
TS Financial Group (TSFG)
Illinois
$16K
WPA
233
Wealth Preservation Advisors
Tennessee
$15.2K
MSL
234
Monetary Solutions, Ltd
Ohio
$14.9K
ITIM
235
Indiana Trust & Investment Management
Indiana
$14.6K
FRA
236
Front Row Advisors
California
$13.8K
KFAS
237
Keating Financial Advisory Services
Kansas
$13.7K
MFT
238
Moisand Fitzgerald Tamayo
Florida
$13.6K
SIS
239
Sound Income Strategies
Florida
$12K
QCG
240
Quadrant Capital Group
Ohio
$11.6K
BlackRock
241
BlackRock
New York
$10.5K
CT
242
Colonial Trust
South Carolina
$9.76K
GSWM
243
Golden State Wealth Management
California
$9.13K
SWM
244
Spire Wealth Management
Virginia
$9.04K
GWP
245
Gen-Wealth Partners
Michigan
$7.47K
LBC
246
Lowe Brockenbrough & Co
Virginia
$6.37K
NMG
247
New Millennium Group
Utah
$5.54K
WTA
248
Washington Trust Advisors
Massachusetts
$4.52K
Simplex Trading
249
Simplex Trading
Illinois
$4.06K
BTI
250
Blue Trust Inc
Georgia
$3.04K