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iShares US Financial Services ETF

247 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 22 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 250247 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

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
$5.36M
Puts
$4.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$8.97M
Stifel Financial
27
Stifel Financial
Missouri
$8.92M
HCMG
28
Howard Capital Management Group
California
$8.38M
SC
29
Scotia Capital
Ontario, Canada
$6.22M
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$6.21M
Truist Financial
31
Truist Financial
North Carolina
$5.9M
BPA
32
Beacon Pointe Advisors
California
$5.57M
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49M
SCA
34
Southern Capital Advisors
Tennessee
$5.41M
JWCA
35
J.W. Cole Advisors
Florida
$5.02M
Two Sigma Investments
36
Two Sigma Investments
New York
$4.61M
HighTower Advisors
37
HighTower Advisors
Illinois
$4.4M
BWM
38
Bernard Wealth Management
Michigan
$3.82M
IWM
39
IHT Wealth Management
Illinois
$3.8M
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$3.76M
Osaic Holdings
41
Osaic Holdings
Arizona
$3.61M
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$3.21M
AF
43
Advisornet Financial
Minnesota
$2.94M
FFN
44
Focus Financial Network
Minnesota
$2.87M
Jones Financial Companies
45
Jones Financial Companies
Missouri
$2.8M
MFG
46
Merit Financial Group
Georgia
$2.77M
DE
47
Diversified Enterprises
Delaware
$2.72M
TFF
48
The Family Firm
Maryland
$2.68M
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.58M
ASN
50
Advisory Services Network
Georgia
$2.44M