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iShares US Financial Services ETF
261 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
35% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 68
19% more capital invested
Capital invested by funds: $1.2B → $1.43B (+$227M)
7.66% more ownership
Funds ownership: 61.71% → 69.37% (+7.7%)
4% more funds holding
Funds holding: 252 → 261 (+9)
1% less call options, than puts
Call options by funds: $959K | Put options by funds: $969K
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
261
Holders Change
+9
Holders Change %
+3.57%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
40
Increased
92
Reduced
68
Closed
27
Calls
$959K
Puts
$969K
Net Calls
-$10K
Net Calls Change
+$465K
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$64.6M |
| 2 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$51.4M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$47.5M |
| 4 |
UW
Unique Wealth
Clearwater,
Florida
|
+$5.34M |
| 5 |
CWA
Centerline Wealth Advisors
Louisville,
Kentucky
|
+$4.53M |
