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iShares US Financial Services ETF

250 hedge funds and large institutions have $1.05B invested in iShares US Financial Services ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.79M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
126
Wetzel Investment Advisors
Indiana
$327K
DADC
127
D.A. Davidson & Co
Montana
$324K
CB
128
Commerce Bank
Missouri
$311K
HSA
129
HBK Sorce Advisory
Pennsylvania
$310K
CF
130
Centaurus Financial
California
$305K
PCIA
131
Prime Capital Investment Advisors
Kansas
$299K
P
132
&Partners
Tennessee
$296K
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$295K
SFM
134
Signet Financial Management
New Jersey
$288K
WA
135
WBH Advisory
Maryland
$281K
CPIG
136
Chicago Partners Investment Group
Illinois
$277K
ICP
137
Interchange Capital Partners
Pennsylvania
$269K
LSA
138
Lion Street Advisors
Texas
$266K
AIM
139
Athena Investment Management
California
$263K
Fisher Asset Management
140
Fisher Asset Management
Washington
$261K
VA
141
Valmark Advisers
Ohio
$257K
Lido Advisors
142
Lido Advisors
California
$253K
SM
143
Sensible Money
Arizona
$252K
ADL
144
Asset Dedication LLC
California
$252K
AWS
145
Atria Wealth Solutions
New York
$250K
WFL
146
Wealth Forward LLC
North Dakota
$249K
SPC
147
Sigma Planning Corp
Michigan
$248K
SFA
148
Sequoia Financial Advisors
Ohio
$248K
Corient Private Wealth
149
Corient Private Wealth
Florida
$244K
OPS
150
Orion Portfolio Solutions
Nebraska
$244K