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iShares US Financial Services ETF

264 hedge funds and large institutions have $1.51B invested in iShares US Financial Services ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 24 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 261264 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.07M

Holders
264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$31.8M
3 +$28.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$16.4M
5
OCA
OpenArc Corporate Advisory
Georgia
+$14.2M

Top Sellers

1 -$12.8M
2 -$7.27M
3 -$5.95M
4
JWCA
J.W. Cole Advisors
Florida
-$5.74M
5
Morgan Stanley
Morgan Stanley
New York
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
126
Capital Performance Advisors
California
$398K
PW
127
PUREfi Wealth
Massachusetts
$397K
DADC
128
D.A. Davidson & Co
Montana
$396K
AWE
129
Avidian Wealth Enterprises
Texas
$386K
KF
130
KKM Financial
Illinois
$383K
RFA
131
Register Financial Advisors
Georgia
$379K
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$379K
AF
133
Advisornet Financial
Minnesota
$368K
HI
134
Harbour Investments
Wisconsin
$358K
FPW
135
Fairvoy Private Wealth
Alabama
$354K
SF
136
Summit Financial
New Jersey
$352K
AI
137
Accredited Investors
Minnesota
$346K
CPIG
138
Chicago Partners Investment Group
Illinois
$333K
HSA
139
HBK Sorce Advisory
Pennsylvania
$329K
TW
140
Traveka Wealth
California
$308K
WIA
141
Wetzel Investment Advisors
Indiana
$305K
WS
142
Wedbush Securities
California
$303K
PAS
143
Park Avenue Securities
New York
$300K
CB
144
Commerce Bank
Missouri
$297K
VA
145
Valmark Advisers
Ohio
$290K
TP
146
TritonPoint Partners
Maryland
$280K
CF
147
Centaurus Financial
California
$278K
AIM
148
Athena Investment Management
California
$277K
AWA
149
Argos Wealth Advisors
California
$269K
ICP
150
Interchange Capital Partners
Pennsylvania
$269K