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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
WANY
176
Wealthspire Advisors (New York)
New York
$169K
RIL
177
Rothschild Investment LLC
Illinois
$159K
Citigroup
178
Citigroup
New York
$148K
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$144K
SS
180
Sunbelt Securities
Texas
$143K
GI
181
GAMMA Investing
California
$130K
CCMW
182
Cypress Capital Management (Wyoming)
Wyoming
$125K
NS
183
NBC Securities
Alabama
$122K
HI
184
Harbour Investments
Wisconsin
$117K
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$111K
FFL
186
Financial Freedom LLC
Ohio
$102K
ATS
187
Ashton Thomas Securities
New York
$95.2K
MEG
188
Millstone Evans Group
Colorado
$90.9K
S
189
SignatureFD
Georgia
$86.7K
MHR
190
Matthew Hamilton Rosenberg
$80.7K
KFP
191
Keener Financial Planning
Texas
$80K
T
192
Tidemark
California
$64.3K
CTC
193
Central Trust Company
Missouri
$64.2K
TPCW
194
TD Private Client Wealth
New York
$62K
CFP
195
Comprehensive Financial Planning
Pennsylvania
$58K
YDMI
196
Y.D. More Investments
Israel
$57.9K
PA
197
Parallel Advisors
California
$55.9K
AWM
198
AE Wealth Management
Kansas
$55.7K
3IP
199
3Chopt Investment Partners
Virginia
$52K
PTC
200
Private Trust Company
Ohio
$51.1K