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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
MHR
201
Matthew Hamilton Rosenberg
$83K
AWM
202
AE Wealth Management
Kansas
$74.7K
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$69.2K
CTC
204
Central Trust Company
Missouri
$66.2K
T
205
Tidemark
California
$66.1K
TPCW
206
TD Private Client Wealth
New York
$60.9K
YDMI
207
Y.D. More Investments
Israel
$60K
CFP
208
Comprehensive Financial Planning
Pennsylvania
$59.8K
PA
209
Parallel Advisors
California
$57.7K
FFA
210
Founders Financial Alliance
North Carolina
$55.5K
SAM
211
Smartleaf Asset Management
Massachusetts
$55.2K
3IP
212
3Chopt Investment Partners
Virginia
$53.5K
HPWM
213
High Point Wealth Management
New Jersey
$49.9K
PWA
214
Physician Wealth Advisors
Utah
$48.9K
MTI
215
Merrithew & Thorsten Inc
California
$39K
HIA
216
Harbor Investment Advisory
Maryland
$35.3K
FC
217
Fairscale Capital
New Hampshire
$31.6K
SWA
218
SOA Wealth Advisors
New York
$31.5K
FFA
219
Frazier Financial Advisors
Ohio
$31.3K
FFA
220
Farther Finance Advisors
California
$29.1K
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$28.2K
RF
222
Roxbury Financial
New Jersey
$27.8K
TCM
223
Triumph Capital Management
Colorado
$26.6K
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.2K
TAM
225
Tucker Asset Management
Colorado
$24.1K