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iShares US Financials ETF
IYF

Overview Fund Activity

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
–
Net Calls
+$2.1M
Net Calls Change
+$1.36M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.5M
3
Morgan Stanley
Morgan Stanley
New York
$107M
4
B
Barings
North Carolina
$14.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.69M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$121M
2
Citadel Advisors
Citadel Advisors
Florida
$3.28M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.85M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$40.6M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Ameritas Investment Company
Nebraska
$61.2K -$221K -2,951 -78%
LWP
227
Lumature Wealth Partners
Georgia
$57K – – –
EVM
228
Eaton Vance Management
Massachusetts
$56K +$56K +750 New
MAWCM
229
Mine & Arao Wealth Creation & Management
California
$54K – – –
NFG
230
Next Financial Group
Texas
$49K – – –
CAAS
231
Capital Asset Advisory Services
Michigan
$47K +$1.28K +17 +3%
RIM
232
Rockbridge Investment Management
New York
$45K – – –
PCFFS
233
Pacific Center for Financial Services
California
$44K – – –
HCP
234
Hexagon Capital Partners
Arkansas
$44K – – –
FHA
235
First Horizon Advisors
Tennessee
$43K – – –
JPLA
236
Joseph P. Lucia & Associates
New York
$43K – – –
FPW
237
Flagship Private Wealth
Massachusetts
$42.2K – – –
TCWM
238
Total Clarity Wealth Management
Illinois
$41K +$41K +554 New
LGWM
239
Litman Gregory Wealth Management
California
$38K – – –
US Bancorp
240
US Bancorp
Minnesota
$36K – – –
MIM
241
MTM Investment Management
South Carolina
$29K -$28.3K -380 -49%
BAM
242
Barrett Asset Management
New York
$24K – – –
BA
243
Ballast Advisors
Minnesota
$23K – – –
CFFP
244
Center for Financial Planning
Michigan
$23K – – –
PA
245
Parallel Advisors
California
$23K +$23K +302 New
PB
246
Pinnacle Bancorp
Nebraska
$21K +$4.97K +67 +31%
NSIM
247
North Star Investment Management
Illinois
$19K – – –
AWM
248
Atticus Wealth Management
Florida
$19K – – –
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$19K +$19K +250 New
RIA
250
RPG Investment Advisory
California
$18K -$11.8K -160 -40%
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