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iShares US Financial Services ETF

249 hedge funds and large institutions have $1.2B invested in iShares US Financial Services ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 19 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 funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.24% less ownership

Funds ownership: 61.91%61.67% (-0.24%)

52% less call options, than puts

Call options by funds: $439K | Put options by funds: $914K

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$439K
Puts
$914K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$17K
MWM
227
Mascoma Wealth Management
New Hampshire
$16.9K
TFGT
228
TS Financial Group (TSFG)
Illinois
$16K
WPA
229
Wealth Preservation Advisors
Tennessee
$14.8K
FRA
230
Front Row Advisors
California
$13.4K
HWA
231
Heartwood Wealth Advisors
Virginia
$13.4K
MFT
232
Moisand Fitzgerald Tamayo
Florida
$13.2K
QCG
233
Quadrant Capital Group
Ohio
$11.3K
CT
234
Colonial Trust
South Carolina
$9.47K
WTA
235
Washington Trust Advisors
Massachusetts
$9.41K
GSWM
236
Golden State Wealth Management
California
$8.87K
SWM
237
Spire Wealth Management
Virginia
$8.79K
T2I
238
Turim 21 Investimentos
Brazil
$8.26K
GWP
239
Gen-Wealth Partners
Michigan
$7.26K
BTI
240
Blue Trust Inc
Georgia
$7.26K
LBC
241
Lowe Brockenbrough & Co
Virginia
$6.18K
WPA
242
West Paces Advisors
Georgia
$5.74K
FLP
243
Financial Life Planners
Arizona
$5.42K
NMG
244
New Millennium Group
Utah
$5.38K
GRP
245
Global Retirement Partners
California
$2.15K
AssetMark Inc
246
AssetMark Inc
California
$2.06K
FWP
247
FAS Wealth Partners
Kansas
$1.61K
KFI
248
Key Financial Inc
Pennsylvania
$1.6K
PFBT
249
Parkside Financial Bank & Trust
Missouri
$91
GM
250
GeoWealth Management
Illinois