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iShares US Financial Services ETF

246 hedge funds and large institutions have $1.12B invested in iShares US Financial Services ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-4
Holders Change %
-1.6%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
82
Reduced
78
Closed
23
Calls
$5.36M
Puts
$4.29M
Net Calls
+$1.07M
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$8.97M +$468K +5,464 +5%
Stifel Financial
27
Stifel Financial
Missouri
$8.92M +$307K +3,583 +4%
HCMG
28
Howard Capital Management Group
California
$8.38M -$106K -1,235 -1%
SC
29
Scotia Capital
Ontario, Canada
$6.22M +$474K +5,533 +8%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$6.21M
Truist Financial
31
Truist Financial
North Carolina
$5.9M -$424K -4,957 -7%
BPA
32
Beacon Pointe Advisors
California
$5.57M -$435K -5,087 -7%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49M +$108K +1,267 +2%
SCA
34
Southern Capital Advisors
Tennessee
$5.41M +$219K +2,554 +4%
JWCA
35
J.W. Cole Advisors
Florida
$5.02M -$58.4K -682 -1%
Two Sigma Investments
36
Two Sigma Investments
New York
$4.61M +$4.61M +53,900 New
HighTower Advisors
37
HighTower Advisors
Illinois
$4.4M -$208K -2,425 -5%
BWM
38
Bernard Wealth Management
Michigan
$3.82M +$796K +9,302 +26%
IWM
39
IHT Wealth Management
Illinois
$3.8M +$80.6K +942 +2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$3.76M -$126K -1,468 -3%
Osaic Holdings
41
Osaic Holdings
Arizona
$3.61M -$1.38M -17,524 -28%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$3.21M +$90.9K +1,062 +3%
AF
43
Advisornet Financial
Minnesota
$2.94M -$47.3K -553 -2%
FFN
44
Focus Financial Network
Minnesota
$2.87M +$256K +2,985 +10%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$2.8M +$327K +3,858 +13%
MFG
46
Merit Financial Group
Georgia
$2.77M +$405K +4,733 +17%
DE
47
Diversified Enterprises
Delaware
$2.72M -$9.67K -113 -0.4%
TFF
48
The Family Firm
Maryland
$2.68M -$45.5K -531 -2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.58M +$31.2K +365 +1%
ASN
50
Advisory Services Network
Georgia
$2.44M +$744K +8,549 +44%