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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
NIWA
101
New Insight Wealth Advisors
California
$573K
Cerity Partners
102
Cerity Partners
New York
$560K
TPWA
103
TRUE Private Wealth Advisors
Oregon
$556K
IAG
104
Investmark Advisory Group
Connecticut
$554K
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$542K
COCM
106
Charter Oak Capital Management
New Hampshire
$541K
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$537K
OCM
108
Objective Capital Management
Ohio
$525K
CCM
109
Consolidated Capital Management
California
$503K
PCA
110
Prosperity Capital Advisors
Ohio
$488K
HFW
111
Horizon Family Wealth
Illinois
$466K
Northern Trust
112
Northern Trust
Illinois
$459K
PAS
113
Park Avenue Securities
New York
$448K
P
114
&Partners
Tennessee
$445K
SG
115
StoneX Group
New York
$437K
KNW
116
Kesler Norman & Wride
Utah
$427K
AWE
117
Avidian Wealth Enterprises
Texas
$417K
TW
118
TritonPoint Wealth
Maryland
$413K
RFA
119
Register Financial Advisors
Georgia
$409K
AFA
120
Allium Financial Advisors
Oregon
$398K
WS
121
Wedbush Securities
California
$391K
DADC
122
D.A. Davidson & Co
Montana
$369K
SPIA
123
Steward Partners Investment Advisory
New York
$365K
CF
124
Centaurus Financial
California
$355K
CRC
125
Curi RMB Capital
Illinois
$353K