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iShares US Financial Services ETF

248 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 22 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 252248 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
248
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
$5.36M
Puts
$4.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$353K
SPIA
127
Steward Partners Investment Advisory
New York
$343K
CB
128
Commerce Bank
Missouri
$338K
CRC
129
Curi RMB Capital
Illinois
$337K
CF
130
Centaurus Financial
California
$337K
HSA
131
HBK Sorce Advisory
Pennsylvania
$328K
SFM
132
Signet Financial Management
New Jersey
$326K
OFS
133
Orrstown Financial Services
Pennsylvania
$315K
P
134
&Partners
Tennessee
$315K
MFG
135
Magnus Financial Group
New York
$313K
CPIG
136
Chicago Partners Investment Group
Illinois
$309K
PCIA
137
Prime Capital Investment Advisors
Kansas
$300K
VA
138
Valmark Advisers
Ohio
$297K
LSA
139
Lion Street Advisors
Texas
$290K
AIM
140
Athena Investment Management
California
$286K
ICP
141
Interchange Capital Partners
Pennsylvania
$282K
VFA
142
Valeo Financial Advisors
Indiana
$280K
Lido Advisors
143
Lido Advisors
California
$275K
SM
144
Sensible Money
Arizona
$275K
ADL
145
Asset Dedication LLC
California
$275K
WFL
146
Wealth Forward LLC
North Dakota
$271K
SFC
147
Swisher Financial Concepts
Ohio
$265K
WA
148
Waverly Advisors
Alabama
$264K
UBP
149
Union Bancaire Privee
Switzerland
$254K
BDF
150
Black Diamond Financial
Maryland
$251K