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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 %
PCA
101
Prosperity Capital Advisors
Ohio
$591K -$81.7K -955 -12%
QCM
102
Quantinno Capital Management
New York
$585K -$115K -1,340 -16%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$584K
CRWM
104
Castle Rock Wealth Management
California
$581K -$36K -413 -6%
HAP
105
Harbor Asset Planning
Massachusetts
$550K +$550K +6,431 New
CAM
106
Cresset Asset Management
Illinois
$550K
RAS
107
RPS Advisory Solutions
Kentucky
$537K +$54.2K +634 +11%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$531K
IAG
109
Investmark Advisory Group
Connecticut
$528K +$1.46K +17 +0.3%
COCM
110
Charter Oak Capital Management
New Hampshire
$521K -$28.3K -331 -5%
CCM
111
Consolidated Capital Management
California
$519K +$18.2K +213 +4%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$513K
BCI
113
Brinker Capital Investments
Pennsylvania
$508K +$242K +2,828 +91%
OCM
114
Objective Capital Management
Ohio
$502K +$171 +2 +0%
KNW
115
Kesler Norman & Wride
Utah
$457K +$2.91K +34 +0.6%
Northern Trust
116
Northern Trust
Illinois
$449K -$99.4K -1,161 -18%
PAS
117
Park Avenue Securities
New York
$431K +$20K +234 +5%
HFW
118
Horizon Family Wealth
Illinois
$421K +$6.33K +74 +2%
AWE
119
Avidian Wealth Enterprises
Texas
$398K +$86 +1 +0%
TW
120
TritonPoint Wealth
Maryland
$395K -$97.4K -1,138 -20%
FFA
121
Florida Financial Advisors
Florida
$394K +$394K +4,604 New
RFA
122
Register Financial Advisors
Georgia
$384K +$770 +9 +0.2%
AFA
123
Allium Financial Advisors
Oregon
$380K
WIA
124
Wetzel Investment Advisors
Indiana
$353K -$3.17K -37 -0.9%
DADC
125
D.A. Davidson & Co
Montana
$353K