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iShares US Financial Services ETF

264 hedge funds and large institutions have $1.51B invested in iShares US Financial Services ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 24 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 261264 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.07M

Holders
264
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
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$145M
2 +$31.8M
3 +$28.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$16.4M
5
OCA
OpenArc Corporate Advisory
Georgia
+$14.2M

Top Sellers

1 -$12.8M
2 -$7.27M
3 -$5.95M
4
JWCA
J.W. Cole Advisors
Florida
-$5.74M
5
Morgan Stanley
Morgan Stanley
New York
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
201
Y.D. More Investments
Israel
$80.5K
MHR
202
Matthew Hamilton Rosenberg
$74.6K
Citigroup
203
Citigroup
New York
$70.4K
CTC
204
Central Trust Company
Missouri
$59.7K
T
205
Tidemark
California
$59.4K
TPCW
206
TD Private Client Wealth
New York
$56.7K
CFP
207
Comprehensive Financial Planning
Pennsylvania
$53.9K
PA
208
Parallel Advisors
California
$51.9K
AWM
209
AE Wealth Management
Kansas
$50.4K
3IP
210
3Chopt Investment Partners
Virginia
$48K
SAM
211
Smartleaf Asset Management
Massachusetts
$47.1K
HPWM
212
High Point Wealth Management
New Jersey
$45K
MG
213
Mather Group
Illinois
$45K
PWA
214
Physician Wealth Advisors
Utah
$44K
WWM
215
Western Wealth Management
Colorado
$43.5K
ATPW
216
Ashton Thomas Private Wealth
Arizona
$41.2K
SIC
217
Salem Investment Counselors
North Carolina
$37.3K
MTI
218
Merrithew & Thorsten Inc
California
$35K
CAL
219
Capital Advisors Ltd
Ohio
$31K
SWA
220
SOA Wealth Advisors
New York
$28.4K
FC
221
Fairscale Capital
New Hampshire
$28.3K
FFA
222
Frazier Financial Advisors
Ohio
$28.1K
AGWCA
223
Annis Gardner Whiting Capital Advisors
Florida
$25.4K
RF
224
Roxbury Financial
New Jersey
$25.1K
SWP
225
Strategic Wealth Partners
Ohio
$24.9K