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iShares US Financial Services ETF

250 hedge funds and large institutions have $1.05B invested in iShares US Financial Services ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.79M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
101
Financial Partners Group (Kansas)
Kansas
$549K
CIC
102
Carnegie Investment Counsel
Ohio
$547K
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$536K
TSS
104
Two Sigma Securities
New York
$536K
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$528K
CAM
106
Cresset Asset Management
Illinois
$504K
COCM
107
Charter Oak Capital Management
New Hampshire
$504K
Northern Trust
108
Northern Trust
Illinois
$504K
TPWA
109
TRUE Private Wealth Advisors
Oregon
$488K
MW
110
Marcum Wealth
Ohio
$484K
IAG
111
Investmark Advisory Group
Connecticut
$483K
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$471K
PS
113
Principal Securities
Iowa
$467K
OCM
114
Objective Capital Management
Ohio
$460K
CCM
115
Consolidated Capital Management
California
$459K
TW
116
TritonPoint Wealth
Maryland
$451K
RAS
117
RPS Advisory Solutions
Kentucky
$444K
KNW
118
Kesler Norman & Wride
Utah
$417K
KWA
119
Kingswood Wealth Advisors
California
$386K
HFW
120
Horizon Family Wealth
Illinois
$380K
PAS
121
Park Avenue Securities
New York
$377K
AWE
122
Avidian Wealth Enterprises
Texas
$366K
SFS
123
Sowell Financial Services
Arkansas
$361K
RFA
124
Register Financial Advisors
Georgia
$352K
AFA
125
Allium Financial Advisors
Oregon
$349K