Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ACM
AlphaStar Capital Management’s
iShares US Financials ETF
IYF
Stock Holding History
AlphaStar Capital Management’s Portfolio
IYF Stock Details
IYF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-3,044
Closed
-$257K
–
376
2022
Q1
$257K
Sell
3,044
-9,975
-77%
-$859K
0.02%
324
2021
Q4
$1.17M
Sell
13,019
-23,896
-65%
-$2.08M
0.09%
157
2021
Q3
$3.28M
Buy
36,915
+10,088
+38%
+$838K
0.22%
90
2021
Q2
$2.19M
Buy
26,827
+14,755
+122%
+$1.19M
0.28%
77
2021
Q1
$904K
Sell
12,072
-165
-1%
-$11.7K
0.14%
110
2020
Q4
$835K
Buy
12,237
+769
+7%
+$47.5K
0.14%
104
2020
Q3
$663K
Buy
+11,468
New
+$658K
0.13%
104
Other funds holding IYF
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close