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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Meridian Wealth Management
Kentucky
$250K -$16.4K -194 -6%
S
227
SignatureFD
Georgia
$249K +$51K +603 +26%
AIC
228
Archer Investment Corporation
Indiana
$245K – – –
IA
229
IFP Advisors
Florida
$242K -$119K -989 -33%
V
230
Veritable
Delaware
$242K – – –
WA
231
WP Advisors
California
$240K +$931 +11 +0.4%
FPCP
232
Fort Point Capital Partners
California
$239K +$239K +2,830 New
Bessemer Group
233
Bessemer Group
New Jersey
$237K -$368K -4,339 -61%
AIP
234
Almanack Investment Partners
Pennsylvania
$236K -$2.37K -28 -1%
IAG
235
Investment Advisory Group
Massachusetts
$235K +$84 +1 +0%
SMC
236
Smith, Moore & Co
Missouri
$234K – – –
RTS
237
Round Table Services
New Jersey
$234K – – –
RIA
238
Regal Investment Advisors
Michigan
$233K – – –
RCAG
239
Rehmann Capital Advisory Group
Michigan
$232K +$232K +2,750 New
ASN
240
Advisory Services Network
Georgia
$230K +$85 +1 +0%
AB
241
Atlas Brown
Kentucky
$228K – – –
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
$227K -$13.5M -160,302 -98%
OPS
243
Orion Portfolio Solutions
Nebraska
$227K -$46.8K -553 -17%
JIP
244
Jaffetilchin Investment Partners
Florida
$227K – – –
VAFP
245
Vahanian & Associates Financial Planning
New York
$221K -$582K -6,878 -72%
NEWAS
246
N.E.W. Advisory Services
Wisconsin
$218K +$218K +2,912 New
LWP
247
Legacy Wealth Planning
Nevada
$216K – – –
TSWM
248
Tyler-Stone Wealth Management
Ohio
$213K +$72.4K +855 +51%
PH
249
Pinnacle Holdings
Oklahoma
$207K – – –
BAM
250
Belpointe Asset Management
Nevada
$207K +$5.23K +62 +3%
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