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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHC
226
Wulff, Hansen & Co
California
$237K -$43.6K -510 -16%
RIA
227
Regal Investment Advisors
Michigan
$236K – – –
PFS
228
Prospera Financial Services
Texas
$233K -$4.87K -57 -2%
GIA
229
Gladstone Institutional Advisory
Florida
$233K +$233K +2,729 New
FWCM
230
Ferguson Wellman Capital Management
Oregon
$232K -$32K -375 -12%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$232K +$1.79K +21 +0.8%
CIC
232
Carnegie Investment Counsel
Ohio
$232K -$21.4K -250 -8%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$232K +$232K +2,713 New
AB
234
Atlas Brown
Kentucky
$231K +$1.03K +12 +0.4%
WIP
235
WealthCare Investment Partners
Rhode Island
$230K -$39.9K -463 -15%
BMC
236
Bear Mountain Capital
Washington
$227K +$227K +2,697 New
Bank of New York Mellon
237
Bank of New York Mellon
New York
$226K -$86.8K -1,016 -28%
NS
238
NBC Securities
Alabama
$225K -$27.9K -327 -11%
FNBT
239
FineMark National Bank & Trust
Florida
$224K +$224K +2,625 New
GCM
240
Gables Capital Management
Florida
$219K – – –
CWM
241
Congress Wealth Management
Massachusetts
$215K +$215K +2,516 New
HNWAG
242
High Net Worth Advisory Group
Florida
$214K +$214K +2,500 New
PH
243
Pinnacle Holdings
Oklahoma
$209K – – –
LFG
244
Larson Financial Group
Missouri
$207K +$10.3K +121 +5%
FA
245
Financial Alternatives
California
$205K +$205K +2,406 New
TA
246
TrueWealth Advisors
Alabama
$204K -$55.2K -646 -21%
BIA
247
Biondo Investment Advisors
Pennsylvania
$202K +$202K +2,365 New
CA
248
Clearstead Advisors
Ohio
$171K +$171K +2,000 New
NFSG
249
Newbridge Financial Services Group
Florida
$170K +$17.3K +202 +11%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$170K +$22.7K +266 +15%
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10
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