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iShares US Financial Services ETF

251 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, 73 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)

0.23% less ownership

Funds ownership: 61.94%61.71% (-0.23%)

52% less call options, than puts

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

Holders
251
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
AWM
201
AE Wealth Management
Kansas
$55.7K
3IP
202
3Chopt Investment Partners
Virginia
$52K
PTC
203
Private Trust Company
Ohio
$51.1K
MG
204
Mather Group
Illinois
$48.7K
PWA
205
Physician Wealth Advisors
Utah
$47.4K
AC
206
AlphaCore Capital
California
$46.9K
PS
207
Principal Securities
Iowa
$40.4K
SIC
208
Salem Investment Counselors
North Carolina
$40.3K
HFS
209
Hopwood Financial Services
Virginia
$37.2K
SAM
210
Smartleaf Asset Management
Massachusetts
$36.3K
HIA
211
Harbor Investment Advisory
Maryland
$34.3K
FC
212
Fairscale Capital
New Hampshire
$30.7K
SWA
213
SOA Wealth Advisors
New York
$30.5K
FFA
214
Frazier Financial Advisors
Ohio
$30.4K
CI
215
CX Institutional
Indiana
$30K
TAM
216
Tucker Asset Management
Colorado
$27.4K
RF
217
Roxbury Financial
New Jersey
$27K
Bessemer Group
218
Bessemer Group
New Jersey
$27K
SWP
219
Strategic Wealth Partners
Ohio
$26.9K
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K
CAL
221
Capital Advisors Ltd
Ohio
$23K
PPA
222
Painted Porch Advisors
California
$22.9K
NFSG
223
Newbridge Financial Services Group
Florida
$22.5K
AA
224
Ancora Advisors
Ohio
$21.5K
GEA
225
Glen Eagle Advisors
New Jersey
$19.4K