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iShares US Financial Services ETF

247 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, 82 increasing their positions, 78 reducing their positions, and 23 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:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 250247 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
247
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
SPIA
126
Steward Partners Investment Advisory
New York
$343K
CB
127
Commerce Bank
Missouri
$338K
CRC
128
Curi RMB Capital
Illinois
$337K
CF
129
Centaurus Financial
California
$337K
HSA
130
HBK Sorce Advisory
Pennsylvania
$328K
SFM
131
Signet Financial Management
New Jersey
$326K
OFS
132
Orrstown Financial Services
Pennsylvania
$315K
P
133
&Partners
Tennessee
$315K
MFG
134
Magnus Financial Group
New York
$313K
CPIG
135
Chicago Partners Investment Group
Illinois
$309K
PCIA
136
Prime Capital Investment Advisors
Kansas
$300K
VA
137
Valmark Advisers
Ohio
$297K
LSA
138
Lion Street Advisors
Texas
$290K
AIM
139
Athena Investment Management
California
$286K
ICP
140
Interchange Capital Partners
Pennsylvania
$282K
VFA
141
Valeo Financial Advisors
Indiana
$280K
Lido Advisors
142
Lido Advisors
California
$275K
SM
143
Sensible Money
Arizona
$275K
ADL
144
Asset Dedication LLC
California
$275K
WFL
145
Wealth Forward LLC
North Dakota
$271K
SFC
146
Swisher Financial Concepts
Ohio
$265K
WA
147
Waverly Advisors
Alabama
$264K
UBP
148
Union Bancaire Privee
Switzerland
$254K
BDF
149
Black Diamond Financial
Maryland
$251K
IAIM
150
International Assets Investment Management
Florida
$251K