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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
MA
151
Mutual Advisors
Nebraska
$248K
OIA
152
OneDigital Investment Advisors
Kansas
$247K
CIC
153
Carnegie Investment Counsel
Ohio
$245K
YWS
154
Yarger Wealth Strategies
Ohio
$244K
CA
155
Clearstead Advisors
Ohio
$244K
KWA
156
Kingswood Wealth Advisors
California
$244K
SFS
157
Sowell Financial Services
Arkansas
$243K
CIA
158
Capital Investment Advisors
Georgia
$243K
AWM
159
Apollon Wealth Management
South Carolina
$234K
AWS
160
Atria Wealth Solutions
New York
$233K
FA
161
Fiduciary Alliance
South Carolina
$233K
BFWA
162
Benchmark Financial Wealth Advisors
Florida
$233K
SPC
163
Sigma Planning Corp
Michigan
$230K
DC
164
Davenport & Co
Virginia
$225K
PCM
165
Pointe Capital Management
Michigan
$221K
Corient Private Wealth
166
Corient Private Wealth
Florida
$219K
EWA
167
EP Wealth Advisors
California
$215K
MC
168
Moors & Cabot
Massachusetts
$206K
AWM
169
AllSquare Wealth Management
New York
$206K
RCWM
170
Royal Capital Wealth Management
Indiana
$205K
AHC
171
Adell Harriman & Carpenter
Texas
$205K
PA
172
Promethium Advisors
Maryland
$205K
CGA
173
Crescent Grove Advisors
Illinois
$204K
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$203K
William Blair & Company
175
William Blair & Company
Illinois
$195K