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iShares US Financial Services ETF

247 hedge funds and large institutions have $1.2B invested in iShares US Financial Services ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 19 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 funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.24% less ownership

Funds ownership: 61.91%61.66% (-0.24%)

52% less call options, than puts

Call options by funds: $439K | Put options by funds: $914K

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
$439K
Puts
$914K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
76
Garrison Point Advisors
California
$1.09M
MAWCM
77
Mine & Arao Wealth Creation & Management
California
$1.08M
BHBT
78
Burke & Herbert Bank & Trust
Virginia
$1.07M
SC
79
Savant Capital
Illinois
$1.02M
US Bancorp
80
US Bancorp
Minnesota
$1.01M
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.01M
PFS
82
Prospera Financial Services
Texas
$946K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$902K
OC
84
Oppenheimer & Co
New York
$848K
CAM
85
Cresset Asset Management
Illinois
$825K
ANTB
86
AMG National Trust Bank
Colorado
$825K
WA
87
WBH Advisory
Maryland
$804K
SFA
88
Sequoia Financial Advisors
Ohio
$794K
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$752K
CWM
90
Cordatus Wealth Management
Pennsylvania
$740K
AF
91
Apexium Financial
Texas
$715K
SP
92
Sequent Planning
Nebraska
$683K
QPWM
93
Quadrant Private Wealth Management
Pennsylvania
$667K
FPGK
94
Financial Partners Group (Kansas)
Kansas
$656K
BHB
95
Bank Hapoalim BM
Israel
$649K
LCG
96
Lakeshore Capital Group
Illinois
$631K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$621K
HAP
98
Harbor Asset Planning
Massachusetts
$595K
CRWM
99
Castle Rock Wealth Management
California
$589K
QCM
100
Quantinno Capital Management
New York
$588K