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iShares US Financial Services ETF

258 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, 92 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:

3% more funds holding

Funds holding: 251258 (+7)

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
258
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
TAM
226
Tucker Asset Management
Colorado
$24.1K
NFSG
227
Newbridge Financial Services Group
Florida
$23.2K
CAL
228
Capital Advisors Ltd
Ohio
$23K
HHCP
229
Hilton Head Capital Partners
South Carolina
$23K
AA
230
Ancora Advisors
Ohio
$22.1K
GEA
231
Glen Eagle Advisors
New Jersey
$19.9K
MWM
232
Mascoma Wealth Management
New Hampshire
$17.4K
TFGT
233
TS Financial Group (TSFG)
Illinois
$16K
WPA
234
Wealth Preservation Advisors
Tennessee
$15.2K
MS
235
Monetary Solutions
Ohio
$14.9K
ITIM
236
Indiana Trust & Investment Management
Indiana
$14.6K
FRA
237
Front Row Advisors
California
$13.8K
KFAS
238
Keating Financial Advisory Services
Kansas
$13.7K
MFT
239
Moisand Fitzgerald Tamayo
Florida
$13.6K
SIS
240
Sound Income Strategies
Florida
$12K
QCG
241
Quadrant Capital Group
Ohio
$11.6K
BlackRock
242
BlackRock
New York
$10.5K
CT
243
Colonial Trust
South Carolina
$9.76K
GSWM
244
Golden State Wealth Management
California
$9.13K
SWM
245
Spire Wealth Management
Virginia
$9.04K
GWP
246
Gen-Wealth Partners
Michigan
$7.47K
LBC
247
Lowe Brockenbrough & Co
Virginia
$6.37K
NMG
248
New Millennium Group
Utah
$5.54K
WTA
249
Washington Trust Advisors
Massachusetts
$4.52K
Simplex Trading
250
Simplex Trading
Illinois
$4.06K