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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
HSA
126
HBK Sorce Advisory
Pennsylvania
$340K
CB
127
Commerce Bank
Missouri
$338K
WIA
128
Wetzel Investment Advisors
Indiana
$330K
MFG
129
Magnus Financial Group
New York
$324K
PCIA
130
Prime Capital Investment Advisors
Kansas
$314K
VA
131
Valmark Advisers
Ohio
$313K
CPIG
132
Chicago Partners Investment Group
Illinois
$312K
WH
133
Wallace Hart
Kentucky
$308K
AIM
134
Athena Investment Management
California
$300K
Lido Advisors
135
Lido Advisors
California
$299K
SFM
136
Signet Financial Management
New Jersey
$296K
SM
137
Sensible Money
Arizona
$288K
ADL
138
Asset Dedication LLC
California
$288K
ICP
139
Interchange Capital Partners
Pennsylvania
$284K
WFL
140
Wealth Forward LLC
North Dakota
$284K
BFWA
141
Benchmark Financial Wealth Advisors
Florida
$276K
WA
142
Waverly Advisors
Alabama
$275K
UCFA
143
United Capital Financial Advisors
Texas
$272K
UBP
144
Union Bancaire Privee
Switzerland
$269K
BDF
145
Black Diamond Financial
Maryland
$263K
YWS
146
Yarger Wealth Strategies
Ohio
$256K
CA
147
Clearstead Advisors
Ohio
$255K
SFS
148
Sowell Financial Services
Arkansas
$255K
CIA
149
Capital Investment Advisors
Georgia
$254K
IAIM
150
International Assets Investment Management
Florida
$252K