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iShares US Financial Services ETF

247 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 25 funds opening new positions, 81 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%61.66% (-0.24%)

52% less call options, than puts

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

Holders
247
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
SA
26
SAM Advisors
California
$10.4M
Stifel Financial
27
Stifel Financial
Missouri
$9.37M
HCMG
28
Howard Capital Management Group
California
$8.61M
ACM
29
Anfield Capital Management
California
$7.63M
SC
30
Scotia Capital
Ontario, Canada
$6.52M
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$6.51M
Two Sigma Investments
32
Two Sigma Investments
New York
$6.19M
Truist Financial
33
Truist Financial
North Carolina
$5.91M
Osaic Holdings
34
Osaic Holdings
Arizona
$5.9M
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.88M
SCA
36
Southern Capital Advisors
Tennessee
$5.86M
JWCA
37
J.W. Cole Advisors
Florida
$5.46M
BPA
38
Beacon Pointe Advisors
California
$4.8M
HighTower Advisors
39
HighTower Advisors
Illinois
$4.48M
NA
40
NewEdge Advisors
Louisiana
$4.45M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.43M
IWM
42
IHT Wealth Management
Illinois
$4.09M
BWM
43
Bernard Wealth Management
Michigan
$4.08M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.46M
AF
45
Advisornet Financial
Minnesota
$3.39M
Jones Financial Companies
46
Jones Financial Companies
Missouri
$3.23M
MFG
47
Merit Financial Group
Georgia
$2.91M
DE
48
Diversified Enterprises
Delaware
$2.81M
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.63M
ASN
50
Advisory Services Network
Georgia
$2.52M