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iShares US Financial Services ETF

248 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 22 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 252248 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
248
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
$5.36M
Puts
$4.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$591K
PCA
102
Prosperity Capital Advisors
Ohio
$591K
QCM
103
Quantinno Capital Management
New York
$585K
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$584K
CRWM
105
Castle Rock Wealth Management
California
$581K
HAP
106
Harbor Asset Planning
Massachusetts
$550K
RAS
107
RPS Advisory Solutions
Kentucky
$537K
TPWA
108
TRUE Private Wealth Advisors
Oregon
$531K
IAG
109
Investmark Advisory Group
Connecticut
$528K
COCM
110
Charter Oak Capital Management
New Hampshire
$521K
CCM
111
Consolidated Capital Management
California
$519K
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$513K
BCI
113
Brinker Capital Investments
Pennsylvania
$508K
OCM
114
Objective Capital Management
Ohio
$502K
CAM
115
Cresset Asset Management
Illinois
$459K
KNW
116
Kesler Norman & Wride
Utah
$457K
Northern Trust
117
Northern Trust
Illinois
$449K
PAS
118
Park Avenue Securities
New York
$431K
HFW
119
Horizon Family Wealth
Illinois
$421K
AWE
120
Avidian Wealth Enterprises
Texas
$398K
TW
121
TritonPoint Wealth
Maryland
$395K
FFA
122
Florida Financial Advisors
Florida
$394K
RFA
123
Register Financial Advisors
Georgia
$384K
AFA
124
Allium Financial Advisors
Oregon
$380K
WIA
125
Wetzel Investment Advisors
Indiana
$353K