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iShares US Financial Services ETF

246 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 21 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-4
Holders Change %
-1.6%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
82
Reduced
78
Closed
23
Calls
$5.36M
Puts
$4.29M
Net Calls
+$1.07M
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
76
Mine & Arao Wealth Creation & Management
California
$1.03M -$4.79K -56 -0.5%
BHBT
77
Burke & Herbert Bank & Trust
Virginia
$1.02M
GM
78
GeoWealth Management
Illinois
$997K -$160K -1,872 -14%
SC
79
Savant Capital
Illinois
$975K -$181K -2,111 -16%
US Bancorp
80
US Bancorp
Minnesota
$961K +$13.4K +156 +1%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$955K +$367K +4,203 +63%
PFS
82
Prospera Financial Services
Texas
$903K +$13.1K +153 +1%
ANTB
83
AMG National Trust Bank
Colorado
$806K +$21.5K +251 +3%
Cerity Partners
84
Cerity Partners
New York
$791K +$599 +7 +0.1%
WA
85
WBH Advisory
Maryland
$769K +$464K +5,417 +152%
SFA
86
Sequoia Financial Advisors
Ohio
$762K +$492K +5,745 +182%
OC
87
Oppenheimer & Co
New York
$760K +$102K +1,197 +16%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$744K +$27.4K +320 +4%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$720K -$4.19K -49 -0.6%
AAS
90
Avantax Advisory Services
Texas
$708K -$48.4K -565 -6%
CWM
91
Cordatus Wealth Management
Pennsylvania
$707K
AF
92
Apexium Financial
Texas
$683K
WS
93
Wedbush Securities
California
$647K -$93K -1,086 -13%
QPWM
94
Quadrant Private Wealth Management
Pennsylvania
$637K
BHB
95
Bank Hapoalim BM
Israel
$636K -$41.3K -483 -6%
Citadel Advisors
96
Citadel Advisors
Florida
$633K +$369K +4,307 +139%
SS
97
Sunbelt Securities
Texas
$630K +$551K +7,081 +693%
LCG
98
Lakeshore Capital Group
Illinois
$599K -$105K -1,222 -15%
NIWA
99
New Insight Wealth Advisors
California
$598K -$3.25K -38 -0.5%
FPGK
100
Financial Partners Group (Kansas)
Kansas
$595K -$2.65K -31 -0.4%