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iShares US Financial Services ETF

247 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, 82 increasing their positions, 78 reducing their positions, and 23 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:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 250247 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

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
$5.36M
Puts
$4.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
101
Prosperity Capital Advisors
Ohio
$591K
QCM
102
Quantinno Capital Management
New York
$585K
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$584K
CRWM
104
Castle Rock Wealth Management
California
$581K
HAP
105
Harbor Asset Planning
Massachusetts
$550K
CAM
106
Cresset Asset Management
Illinois
$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
KNW
115
Kesler Norman & Wride
Utah
$457K
Northern Trust
116
Northern Trust
Illinois
$449K
PAS
117
Park Avenue Securities
New York
$431K
HFW
118
Horizon Family Wealth
Illinois
$421K
AWE
119
Avidian Wealth Enterprises
Texas
$398K
TW
120
TritonPoint Wealth
Maryland
$395K
FFA
121
Florida Financial Advisors
Florida
$394K
RFA
122
Register Financial Advisors
Georgia
$384K
AFA
123
Allium Financial Advisors
Oregon
$380K
WIA
124
Wetzel Investment Advisors
Indiana
$353K
DADC
125
D.A. Davidson & Co
Montana
$353K