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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
Comerica Bank
51
Comerica Bank
Texas
$2.34M
Mariner
52
Mariner
Kansas
$2.26M
VA
53
VestGen Advisors
Illinois
$2.21M
MML Investors Services
54
MML Investors Services
Massachusetts
$2.14M
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$2.13M
FTS
56
Fifth Third Securities
Ohio
$2.03M
Creative Planning
57
Creative Planning
Kansas
$2.03M
PP
58
Patten & Patten
Tennessee
$1.9M
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.84M
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.81M
KAS
61
Kestra Advisory Services
Texas
$1.8M
GWM
62
Geneos Wealth Management
Colorado
$1.75M
SI
63
Stephens Inc
Arkansas
$1.62M
EH
64
Equitable Holdings
New York
$1.61M
CCA
65
Cobblestone Capital Advisors
New York
$1.53M
CWMK
66
Caliber Wealth Management (Kansas)
Kansas
$1.41M
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.32M
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.28M
LGWM
69
Litman Gregory Wealth Management
California
$1.23M
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.21M
NA
71
NewEdge Advisors
Louisiana
$1.17M
O3W
72
Omni 360 Wealth
New Jersey
$1.14M
Brown Advisory
73
Brown Advisory
Maryland
$1.14M
GPA
74
Garrison Point Advisors
California
$1.09M
CCA
75
Cottonwood Capital Advisors
Utah
$1.06M