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iShares US Financial Services ETF

247 hedge funds and large institutions have $1.2B invested in iShares US Financial Services ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 19 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 funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.24% less ownership

Funds ownership: 61.91%61.66% (-0.24%)

52% less call options, than puts

Call options by funds: $439K | Put options by funds: $914K

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
$439K
Puts
$914K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
151
Carnegie Investment Counsel
Ohio
$249K
FA
152
Fiduciary Alliance
South Carolina
$249K
MA
153
Mutual Advisors
Nebraska
$245K
AWM
154
Apollon Wealth Management
South Carolina
$245K
SFC
155
Swisher Financial Concepts
Ohio
$241K
SPC
156
Sigma Planning Corp
Michigan
$241K
DAS
157
Diversify Advisory Services
Utah
$232K
PCM
158
Pointe Capital Management
Michigan
$232K
Corient Private Wealth
159
Corient Private Wealth
Florida
$228K
DC
160
Davenport & Co
Virginia
$226K
TRCT
161
Tower Research Capital (TRC)
New York
$223K
USCWA
162
U.S. Capital Wealth Advisors
Texas
$219K
MC
163
Moors & Cabot
Massachusetts
$216K
AHC
164
Adell Harriman & Carpenter
Texas
$215K
RCWM
165
Royal Capital Wealth Management
Indiana
$215K
CGA
166
Crescent Grove Advisors
Illinois
$213K
OIA
167
OneDigital Investment Advisors
Kansas
$210K
William Blair & Company
168
William Blair & Company
Illinois
$205K
FFA
169
Founders Financial Alliance
North Carolina
$205K
ACA
170
Aptus Capital Advisors
Alabama
$203K
SFI
171
SPC Financial Inc
Maryland
$202K
LFP
172
Leeward Financial Partners
Washington
$202K
PA
173
Promethium Advisors
Maryland
$201K
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$180K
MCM
175
MAI Capital Management
Ohio
$171K