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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$134M
5
CAN
5
Cetera Advisor Networks
California
$7.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$275K – – –
MWM
227
Meridian Wealth Management
Kentucky
$273K -$20.4K -235 -7%
TNBTD
228
Trustmark National Bank Trust Department
Mississippi
$272K -$24.6K -284 -8%
CIC
229
Carnegie Investment Counsel
Ohio
$270K – – –
GC
230
Giverny Capital
Quebec, Canada
$270K – – –
JIP
231
Jaffetilchin Investment Partners
Florida
$269K – – –
IA
232
IFP Advisors
Florida
$261K +$37K +426 +17%
YIA
233
YHB Investment Advisors
Connecticut
$257K +$4.34K +50 +2%
AIC
234
Archer Investment Corporation
Indiana
$257K – – –
AWM
235
Altavista Wealth Management
North Carolina
$252K – – –
IAG
236
Investment Advisory Group
Massachusetts
$251K +$251K +2,804 New
V
237
Veritable
Delaware
$248K – – –
ATPW
238
Ashton Thomas Private Wealth
Arizona
$247K +$247K +2,851 New
WA
239
WP Advisors
California
$245K +$1.82K +21 +0.7%
AIP
240
Almanack Investment Partners
Pennsylvania
$244K +$173 +2 +0.1%
RFM
241
Royal Fund Management
Florida
$242K -$45.8K -530 -16%
SMC
242
Smith, Moore & Co
Missouri
$240K – – –
RTS
243
Round Table Services
New Jersey
$240K +$240K +2,770 New
RIA
244
Regal Investment Advisors
Michigan
$239K -$8.66K -100 -3%
CS
245
Credit Suisse
Switzerland
$238K – – –
SCA
246
Scott Capital Advisors
Oregon
$237K +$237K +2,734 New
CCA
247
Clearwater Capital Advisors
Illinois
$236K -$6.06K -70 -3%
ASN
248
Advisory Services Network
Georgia
$236K -$2.17K -25 -0.9%
AB
249
Atlas Brown
Kentucky
$234K – – –
KPWS
250
Kestra Private Wealth Services
Texas
$223K +$434 +5 +0.2%
8 9
10
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