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iShares US Financial Services ETF

258 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, 92 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:

3% more funds holding

Funds holding: 251258 (+7)

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
258
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
RCWM
176
Royal Capital Wealth Management
Indiana
$221K
CGA
177
Crescent Grove Advisors
Illinois
$219K
OIA
178
OneDigital Investment Advisors
Kansas
$216K
MCM
179
MAI Capital Management
Ohio
$215K
CRC
180
Curi RMB Capital
Illinois
$213K
William Blair & Company
181
William Blair & Company
Illinois
$211K
ACA
182
Aptus Capital Advisors
Alabama
$210K
PA
183
Promethium Advisors
Maryland
$207K
PFG
184
Pinnacle Financial Group
Illinois
$205K
SIC
185
Samalin Investment Counsel
New York
$202K
NS
186
NBC Securities
Alabama
$184K
RIL
187
Rothschild Investment LLC
Illinois
$164K
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$162K
AF
189
Allworth Financial
California
$161K
HI
190
Harbour Investments
Wisconsin
$146K
SS
191
Sunbelt Securities
Texas
$144K
TRCT
192
Tower Research Capital (TRC)
New York
$136K
GI
193
GAMMA Investing
California
$133K
CCMW
194
Cypress Capital Management (Wyoming)
Wyoming
$128K
CRI
195
Commonwealth Retirement Investments
Virginia
$112K
FFL
196
Financial Freedom LLC
Ohio
$106K
AAP
197
Arax Advisory Partners
Colorado
$102K
UBS AM
198
UBS AM
Illinois
$101K
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$100K
RFP
200
Root Financial Partners
California
$96K