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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
226
LRI Investments
Florida
$525K – – –
US Bancorp
227
US Bancorp
Minnesota
$524K +$276K +2,278 +111%
CSS
228
Cubist Systematic Strategies
Connecticut
$523K +$523K +4,324 New
RSF
229
Rik Saylor Financial
Ohio
$522K +$121 +1 +0%
M&T Bank
230
M&T Bank
New York
$516K – – –
GFP
231
Gryphon Financial Partners
Ohio
$510K -$47.9K -396 -9%
SWA
232
SOA Wealth Advisors
New York
$505K +$1.69K +14 +0.3%
TW
233
TritonPoint Wealth
Maryland
$505K -$106K -880 -17%
OCM
234
One Capital Management
California
$503K -$863K -7,133 -63%
Millennium Management
235
Millennium Management
New York
$502K +$502K +4,153 New
BCM
236
Brookstone Capital Management
Illinois
$501K -$200K -1,651 -29%
WWM
237
Western Wealth Management
Colorado
$499K -$68.8K -569 -12%
CWP
238
CFM Wealth Partners
Texas
$499K – – –
GCA
239
Gallagher Capital Advisors
Texas
$497K +$497K +5,933 New
FA
240
Fountainhead AM
New Jersey
$497K +$497K +4,111 New
GIM
241
Glenmede Investment Management
Pennsylvania
$495K +$495K +4,090 New
MSAM
242
Moloney Securities Asset Management
Missouri
$491K -$59.2K -489 -11%
BCI
243
Brinker Capital Investments
Pennsylvania
$491K +$491K +4,059 New
PCA
244
Prosperity Capital Advisors
Ohio
$484K -$33.4K -276 -6%
BDFN
245
Bond & Devick Financial Network
Minnesota
$479K – – –
OFS
246
OneAscent Financial Services
Alabama
$477K +$232K +1,916 +95%
LF
247
Lighthouse Financial
Florida
$472K – – –
RWP
248
RWA Wealth Partners
Massachusetts
$471K – – –
SC
249
Savant Capital
Illinois
$469K -$82.6K -683 -15%
CW
250
CreativeOne Wealth
Kansas
$467K -$255K -2,104 -35%
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