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iShares US Financial Services ETF

257 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 251257 (+6)

1% less call options, than puts

Call options by funds: $959K | Put options by funds: $969K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
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
$959K
Puts
$969K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Magnus Financial Group
New York
$419K
AF
127
Advisornet Financial
Minnesota
$413K
KF
128
KKM Financial
Illinois
$383K
SPIA
129
Steward Partners Investment Advisory
New York
$378K
CF
130
Centaurus Financial
California
$366K
CI
131
CX Institutional
Indiana
$366K
COCM
132
Charter Oak Capital Management
New Hampshire
$366K
WS
133
Wedbush Securities
California
$360K
PAS
134
Park Avenue Securities
New York
$357K
HSA
135
HBK Sorce Advisory
Pennsylvania
$350K
WIA
136
Wetzel Investment Advisors
Indiana
$340K
CB
137
Commerce Bank
Missouri
$330K
VA
138
Valmark Advisers
Ohio
$325K
PCIA
139
Prime Capital Investment Advisors
Kansas
$324K
CPIG
140
Chicago Partners Investment Group
Illinois
$317K
IA
141
Integrity Alliance
Iowa
$311K
AIM
142
Athena Investment Management
California
$309K
FPW
143
Fairvoy Private Wealth
Alabama
$306K
AWA
144
Argos Wealth Advisors
California
$299K
Lido Advisors
145
Lido Advisors
California
$299K
BOPW
146
Brandywine Oak Private Wealth
Pennsylvania
$297K
SM
147
Sensible Money
Arizona
$296K
ADL
148
Asset Dedication LLC
California
$296K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$295K
WFL
150
Wealth Forward LLC
North Dakota
$292K