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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.

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 %
SPIA
126
Steward Partners Investment Advisory
New York
$343K +$106K +1,243 +45%
CB
127
Commerce Bank
Missouri
$338K
CRC
128
Curi RMB Capital
Illinois
$337K +$98.3K +1,148 +41%
CF
129
Centaurus Financial
California
$337K +$5.05K +59 +2%
HSA
130
HBK Sorce Advisory
Pennsylvania
$328K -$9.42K -110 -3%
SFM
131
Signet Financial Management
New Jersey
$326K +$12.3K +144 +4%
OFS
132
Orrstown Financial Services
Pennsylvania
$315K +$315K +3,683 New
P
133
&Partners
Tennessee
$315K -$428 -5 -0.1%
MFG
134
Magnus Financial Group
New York
$313K +$53.4K +624 +21%
CPIG
135
Chicago Partners Investment Group
Illinois
$309K +$176 +2 +0.1%
PCIA
136
Prime Capital Investment Advisors
Kansas
$300K -$25.9K -302 -8%
VA
137
Valmark Advisers
Ohio
$297K +$16.7K +195 +6%
LSA
138
Lion Street Advisors
Texas
$290K
AIM
139
Athena Investment Management
California
$286K
ICP
140
Interchange Capital Partners
Pennsylvania
$282K -$11K -129 -4%
Lido Advisors
141
Lido Advisors
California
$275K
ADL
142
Asset Dedication LLC
California
$275K
SM
143
Sensible Money
Arizona
$275K
WFL
144
Wealth Forward LLC
North Dakota
$271K
SFC
145
Swisher Financial Concepts
Ohio
$265K
WA
146
Waverly Advisors
Alabama
$264K +$264K +3,085 New
UBP
147
Union Bancaire Privee
Switzerland
$254K
BDF
148
Black Diamond Financial
Maryland
$251K
IAIM
149
International Assets Investment Management
Florida
$251K +$941 +11 +0.4%
MA
150
Mutual Advisors
Nebraska
$248K