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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
AFG
26
Arkansas Financial Group
Arkansas
$11M
SA
27
SAM Advisors
California
$9.6M
UBS Group
28
UBS Group
Switzerland
$9.21M
BPA
29
Beacon Pointe Advisors
California
$8.39M
Stifel Financial
30
Stifel Financial
Missouri
$8.06M
HCMG
31
Howard Capital Management Group
California
$7.8M
UW
32
Unique Wealth
Florida
$6.42M
Osaic Holdings
33
Osaic Holdings
Arizona
$6.41M
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$6.01M
SC
35
Scotia Capital
Ontario, Canada
$6M
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.56M
CWA
37
Centerline Wealth Advisors
Kentucky
$5.49M
Truist Financial
38
Truist Financial
North Carolina
$4.92M
IAA
39
Independent Advisor Alliance
North Carolina
$4.7M
CIA
40
Concurrent Investment Advisors
Florida
$4.54M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.23M
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$4.14M
PG
43
Prostatis Group
Maryland
$4.01M
BWM
44
Bernard Wealth Management
Michigan
$3.82M
MFG
45
Merit Financial Group
Georgia
$3.73M
Jones Financial Companies
46
Jones Financial Companies
Missouri
$3.69M
IWM
47
IHT Wealth Management
Illinois
$3.52M
SLP
48
Storen Legacy Partners
Indiana
$3.47M
WH
49
Wallace Hart
Kentucky
$3.2M
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.18M