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iShares US Financial Services ETF

247 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, 82 increasing their positions, 78 reducing their positions, and 23 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:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 250247 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
247
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
CFP
201
Comprehensive Financial Planning
Pennsylvania
$55.2K
PA
202
Parallel Advisors
California
$53.3K
PS
203
Principal Securities
Iowa
$53.2K
FFA
204
Founders Financial Alliance
North Carolina
$51.3K
3IP
205
3Chopt Investment Partners
Virginia
$49.6K
PTC
206
Private Trust Company
Ohio
$48.8K
AWM
207
AE Wealth Management
Kansas
$46.9K
TSMHT
208
Thurston Springer Miller Herd & Titak
Indiana
$45.7K
PWA
209
Physician Wealth Advisors
Utah
$45.3K
AC
210
AlphaCore Capital
California
$44.7K
SIC
211
Salem Investment Counselors
North Carolina
$38.5K
EWM
212
Evolution Wealth Management
Florida
$35.7K
HIA
213
Harbor Investment Advisory
Maryland
$32.8K
WPA
214
West Paces Advisors
Georgia
$31.1K
FC
215
Fairscale Capital
New Hampshire
$29.8K
SWA
216
SOA Wealth Advisors
New York
$29.1K
FFA
217
Frazier Financial Advisors
Ohio
$29K
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$26.2K
RF
219
Roxbury Financial
New Jersey
$25.8K
PSFG
220
Park Square Financial Group
Georgia
$25.7K
SWP
221
Strategic Wealth Partners
Ohio
$25.7K
JFGIW
222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K
CAL
223
Capital Advisors Ltd
Ohio
$22K
NFSG
224
Newbridge Financial Services Group
Florida
$21.4K
AA
225
Ancora Advisors
Ohio
$20.5K