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iShares US Financial Services ETF

257 hedge funds and large institutions have $1.43B invested in iShares US Financial Services ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 27 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 251257 (+6)

1% less call options, than puts

Call options by funds: $959K | Put options by funds: $969K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
257
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
$959K
Puts
$969K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
176
Crescent Grove Advisors
Illinois
$219K
OIA
177
OneDigital Investment Advisors
Kansas
$216K
MCM
178
MAI Capital Management
Ohio
$215K
CRC
179
Curi RMB Capital
Illinois
$213K
William Blair & Company
180
William Blair & Company
Illinois
$211K
ACA
181
Aptus Capital Advisors
Alabama
$210K
PA
182
Promethium Advisors
Maryland
$207K
PFG
183
Pinnacle Financial Group
Illinois
$205K
SIC
184
Samalin Investment Counsel
New York
$202K
NS
185
NBC Securities
Alabama
$184K
RIL
186
Rothschild Investment LLC
Illinois
$164K
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$162K
AF
188
Allworth Financial
California
$161K
HI
189
Harbour Investments
Wisconsin
$146K
SS
190
Sunbelt Securities
Texas
$144K
TRCT
191
Tower Research Capital (TRC)
New York
$136K
GI
192
GAMMA Investing
California
$133K
CCMW
193
Cypress Capital Management (Wyoming)
Wyoming
$128K
CRI
194
Commonwealth Retirement Investments
Virginia
$112K
FFL
195
Financial Freedom LLC
Ohio
$106K
AAP
196
Arax Advisory Partners
Colorado
$102K
UBS AM
197
UBS AM
Illinois
$101K
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$100K
RFP
199
Root Financial Partners
California
$96K
MEG
200
Millstone Evans Group
Colorado
$93.5K