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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 35 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 24 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 261264 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.07M

Holders
264
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
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$31.8M
3 +$28.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$16.4M
5
OCA
OpenArc Corporate Advisory
Georgia
+$14.2M

Top Sellers

1 -$12.8M
2 -$7.27M
3 -$5.95M
4
JWCA
J.W. Cole Advisors
Florida
-$5.74M
5
Morgan Stanley
Morgan Stanley
New York
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
251
Colonial Trust
South Carolina
$8.49K
GSWM
252
Golden State Wealth Management
California
$8.2K
SIS
253
Sound Income Strategies
Florida
$8.13K
SWM
254
Spire Wealth Management
Virginia
$8.12K
GWP
255
Gen-Wealth Partners
Michigan
$6.71K
LBC
256
Lowe Brockenbrough & Co
Virginia
$5.72K
FLP
257
Financial Life Planners
Arizona
$5.04K
WTA
258
Washington Trust Advisors
Massachusetts
$4.06K
TIM
259
Thompson Investment Management
Wisconsin
$2.33K
AssetMark Inc
260
AssetMark Inc
California
$1.91K
KFI
261
Key Financial Inc
Pennsylvania
$1.49K
PF
262
PlanVest Financial
Maryland
$1.08K
MIFH
263
Migdal Insurance & Financial Holdings
Israel
$828
PFBT
264
Parkside Financial Bank & Trust
Missouri
$84
SCA
265
Southern Capital Advisors
Tennessee
JWCA
266
J.W. Cole Advisors
Florida
BFA
267
Brendel Financial Advisors
New Hampshire
WWMP
268
Wagner Wealth Management (Pennsylvania)
Pennsylvania
MFG
269
Magnus Financial Group
New York
IA
270
Integrity Alliance
Iowa
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
DAS
273
Diversify Advisory Services
Utah
Corient Private Wealth
274
Corient Private Wealth
Florida
DC
275
Davenport & Co
Virginia