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iShares US Financial Services ETF

249 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 26 funds opening new positions, 82 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%61.67% (-0.24%)

52% less call options, than puts

Call options by funds: $439K | Put options by funds: $914K

Holders
249
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
PTC
201
Private Trust Company
Ohio
$51.1K
MG
202
Mather Group
Illinois
$48.7K
PWA
203
Physician Wealth Advisors
Utah
$47.4K
AC
204
AlphaCore Capital
California
$46.9K
PS
205
Principal Securities
Iowa
$40.4K
SIC
206
Salem Investment Counselors
North Carolina
$40.3K
HFS
207
Hopwood Financial Services
Virginia
$37.2K
SAM
208
Smartleaf Asset Management
Massachusetts
$36.3K
HIA
209
Harbor Investment Advisory
Maryland
$34.3K
FC
210
Fairscale Capital
New Hampshire
$30.7K
SWA
211
SOA Wealth Advisors
New York
$30.5K
FFA
212
Frazier Financial Advisors
Ohio
$30.4K
CI
213
CX Institutional
Indiana
$30K
RF
214
Roxbury Financial
New Jersey
$27K
Bessemer Group
215
Bessemer Group
New Jersey
$27K
SWP
216
Strategic Wealth Partners
Ohio
$26.9K
TCM
217
Triumph Capital Management
Colorado
$25.8K
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K
CAL
219
Capital Advisors Ltd
Ohio
$23K
PPA
220
Painted Porch Advisors
California
$22.9K
NFSG
221
Newbridge Financial Services Group
Florida
$22.5K
AA
222
Ancora Advisors
Ohio
$21.5K
GEA
223
Glen Eagle Advisors
New Jersey
$19.4K
MNA
224
Manning & Napier Advisors
New York
$19.1K
ITIM
225
Indiana Trust & Investment Management
Indiana
$18K