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iShares US Financial Services ETF

264 hedge funds and large institutions have $1.51B invested in iShares US Financial Services ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 24 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 261264 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.07M

Holders
264
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
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$31.8M
3 +$28.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$16.4M
5
OCA
OpenArc Corporate Advisory
Georgia
+$14.2M

Top Sellers

1 -$12.8M
2 -$7.27M
3 -$5.95M
4
JWCA
J.W. Cole Advisors
Florida
-$5.74M
5
Morgan Stanley
Morgan Stanley
New York
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$266K
ADL
152
Asset Dedication LLC
California
$266K
SM
153
Sensible Money
Arizona
$266K
CI
154
CX Institutional
Indiana
$265K
WFL
155
Wealth Forward LLC
North Dakota
$262K
XT
156
XTX Topco
Cayman Islands
$252K
SFM
157
Signet Financial Management
New Jersey
$249K
CCM
158
Consolidated Capital Management
California
$244K
FA
159
Fiduciary Alliance
South Carolina
$243K
BDF
160
Black Diamond Financial
Maryland
$243K
SPC
161
Sigma Planning Corp
Michigan
$243K
UBP
162
Union Bancaire Privee
Switzerland
$242K
IAIM
163
International Assets Investment Management
Florida
$240K
CIA
164
Capital Investment Advisors
Georgia
$239K
YWS
165
Yarger Wealth Strategies
Ohio
$237K
CA
166
Clearstead Advisors
Ohio
$236K
MA
167
Mutual Advisors
Nebraska
$232K
PCM
168
Pointe Capital Management
Michigan
$231K
AC
169
AlphaCore Capital
California
$230K
SFS
170
Sowell Financial Services
Arkansas
$226K
AWM
171
Apollon Wealth Management
South Carolina
$214K
MC
172
Moors & Cabot
Massachusetts
$211K
SFC
173
Swisher Financial Concepts
Ohio
$210K
COCM
174
Charter Oak Capital Management
New Hampshire
$209K
PFPG
175
Pinnacle Financial Partners (Georgia)
Georgia
$209K