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iShares US Financial Services ETF

257 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 39 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 251257 (+6)

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: 43 (-1)

Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$959K
Puts
$969K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Cottonwood Capital Advisors
Utah
$1.19M
CWP
77
Cyndeo Wealth Partners
Florida
$1.18M
GPA
78
Garrison Point Advisors
California
$1.17M
MAWCM
79
Mine & Arao Wealth Creation & Management
California
$1.11M
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$1.06M
US Bancorp
81
US Bancorp
Minnesota
$1.02M
UCFA
82
United Capital Financial Advisors
Texas
$1.02M
GS
83
GTS Securities
New York
$1.01M
PFS
84
Prospera Financial Services
Texas
$974K
BFA
85
Brendel Financial Advisors
New Hampshire
$950K
SC
86
Savant Capital
Illinois
$930K
SP
87
Sequent Planning
Nebraska
$902K
Baird Financial Group
88
Baird Financial Group
Wisconsin
$878K
OC
89
Oppenheimer & Co
New York
$870K
ANTB
90
AMG National Trust Bank
Colorado
$849K
CAM
91
Cresset Asset Management
Illinois
$844K
WA
92
WBH Advisory
Maryland
$837K
SFA
93
Sequoia Financial Advisors
Ohio
$821K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$790K
SA
95
Sanctuary Advisors
Indiana
$768K
MWM
96
Mosley Wealth Management
California
$764K
CWM
97
Cordatus Wealth Management
Pennsylvania
$762K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$760K
QPWM
99
Quadrant Private Wealth Management
Pennsylvania
$679K
HAP
100
Harbor Asset Planning
Massachusetts
$649K