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iShares US Financial Services ETF

248 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, 83 increasing their positions, 79 reducing their positions, and 24 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:

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 252248 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
248
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
William Blair & Company
176
William Blair & Company
Illinois
$195K
ACA
177
Aptus Capital Advisors
Alabama
$194K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$172K
MCM
179
MAI Capital Management
Ohio
$163K
RIL
180
Rothschild Investment LLC
Illinois
$152K
GWANC
181
Guardian Wealth Advisors (North Carolina)
North Carolina
$128K
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$121K
CCMW
183
Cypress Capital Management (Wyoming)
Wyoming
$119K
NS
184
NBC Securities
Alabama
$117K
GI
185
GAMMA Investing
California
$113K
FFL
186
Financial Freedom LLC
Ohio
$97.5K
HI
187
Harbour Investments
Wisconsin
$97.3K
MEG
188
Millstone Evans Group
Colorado
$86.8K
Bessemer Group
189
Bessemer Group
New Jersey
$86K
YDMI
190
Y.D. More Investments
Israel
$85K
S
191
SignatureFD
Georgia
$84.7K
CI
192
CX Institutional
Indiana
$81K
AAP
193
Arax Advisory Partners
Colorado
$78.9K
MHR
194
Matthew Hamilton Rosenberg
$77K
GIM
195
Glenmede Investment Management
Pennsylvania
$77K
KFP
196
Keener Financial Planning
Texas
$77K
Citigroup
197
Citigroup
New York
$72.8K
TPCW
198
TD Private Client Wealth
New York
$70.5K
T
199
Tidemark
California
$61.4K
CTC
200
Central Trust Company
Missouri
$61.1K