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iShares US Financial Services ETF

250 hedge funds and large institutions have $1.05B invested in iShares US Financial Services ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85M
Puts
$2.79M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
201
Comprehensive Financial Planning
Pennsylvania
$50.5K
PA
202
Parallel Advisors
California
$48.8K
CWC
203
Carolinas Wealth Consulting
North Carolina
$47.1K
MG
204
Mather Group
Illinois
$42.7K
TSMHT
205
Thurston Springer Miller Herd & Titak
Indiana
$41.9K
AWM
206
AE Wealth Management
Kansas
$41.5K
PWA
207
Physician Wealth Advisors
Utah
$41.5K
SIC
208
Salem Investment Counselors
North Carolina
$35.3K
Bessemer Group
209
Bessemer Group
New Jersey
$28K
FC
210
Fairscale Capital
New Hampshire
$26.9K
FFA
211
Frazier Financial Advisors
Ohio
$26.6K
SWA
212
SOA Wealth Advisors
New York
$26.6K
RF
213
Roxbury Financial
New Jersey
$25.2K
PSFG
214
Park Square Financial Group
Georgia
$23.6K
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.4K
HIA
216
Harbor Investment Advisory
Maryland
$21.2K
CAL
217
Capital Advisors Ltd
Ohio
$20K
NFSG
218
Newbridge Financial Services Group
Florida
$19.6K
AF
219
Atala Financial
California
$18.9K
AA
220
Ancora Advisors
Ohio
$18.9K
AF
221
Allworth Financial
California
$18.2K
EWA
222
EverSource Wealth Advisors
Alabama
$18.2K
TFGT
223
TS Financial Group (TSFG)
Illinois
$18K
GEA
224
Glen Eagle Advisors
New Jersey
$17K
CIAS
225
Capital Investment Advisory Services
North Carolina
$16.3K