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iShares US Financial Services ETF
264 hedge funds and large institutions have $1.51B invested in iShares US Financial Services ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
31% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 71
10.79% more ownership
Funds ownership: 69.37% → 80.15% (+11%)
5% more capital invested
Capital invested by funds: $1.43B → $1.51B (+$75.7M)
1% more funds holding
Funds holding: 261 → 264 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.07M
Holders
264
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
93
Reduced
71
Closed
24
Calls
–
Puts
$1.07M
Net Calls
-$1.07M
Net Calls Change
-$1.06M
Top Buyers
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$145M |
| 2 |
JP Morgan Chase
New York
|
+$31.8M |
| 3 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$28.1M |
| 4 |
Two Sigma Investments
New York
|
+$16.4M |
| 5 |
OCA
OpenArc Corporate Advisory
Atlanta,
Georgia
|
+$14.2M |
Top Sellers
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$12.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.27M |
| 3 |
SCA
Southern Capital Advisors
Jackson,
Tennessee
|
-$5.95M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$5.74M |
| 5 |
Morgan Stanley
New York
|
-$3.99M |
