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iShares US Financial Services ETF

264 hedge funds and large institutions have $1.51B invested in iShares US Financial Services ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 24 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 261264 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.07M

Holders
264
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
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$31.8M
3 +$28.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$16.4M
5
OCA
OpenArc Corporate Advisory
Georgia
+$14.2M

Top Sellers

1 -$12.8M
2 -$7.27M
3 -$5.95M
4
JWCA
J.W. Cole Advisors
Florida
-$5.74M
5
Morgan Stanley
Morgan Stanley
New York
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$685K
CWM
102
Cordatus Wealth Management
Pennsylvania
$684K
QPWM
103
Quadrant Private Wealth Management
Pennsylvania
$618K
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$612K
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$595K
QCM
106
Quantinno Capital Management
New York
$593K
HAP
107
Harbor Asset Planning
Massachusetts
$584K
Cerity Partners
108
Cerity Partners
New York
$576K
LCG
109
Lakeshore Capital Group
Illinois
$572K
FPGK
110
Financial Partners Group (Kansas)
Kansas
$568K
CRWM
111
Castle Rock Wealth Management
California
$548K
BHB
112
Bank Hapoalim BM
Israel
$528K
BHBT
113
Burke & Herbert Bank & Trust
Virginia
$516K
IAG
114
Investmark Advisory Group
Connecticut
$515K
TPWA
115
TRUE Private Wealth Advisors
Oregon
$514K
SG
116
StoneX Group
New York
$508K
OCM
117
Objective Capital Management
Ohio
$486K
NIWA
118
New Insight Wealth Advisors
California
$483K
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$443K
Northern Trust
120
Northern Trust
Illinois
$441K
FIA
121
Foundations Investment Advisors
Arizona
$424K
FMWA
122
Forvis Mazars Wealth Advisors
Missouri
$410K
WA
123
Waverly Advisors
Alabama
$406K
TW
124
TritonPoint Wealth
Maryland
$404K
HFW
125
Horizon Family Wealth
Illinois
$403K