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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
226
Atlas Brown
Kentucky
$294K +$34.9K +365 +13%
IAS
227
Insigneo Advisory Services
Florida
$294K – – –
CWM
228
Congress Wealth Management
Massachusetts
$291K +$50.8K +531 +21%
TW
229
TritonPoint Wealth
Maryland
$291K +$107K +1,971 +58%
CWM
230
Cahaba Wealth Management
Georgia
$291K +$957 +10 +0.3%
VP
231
Verum Partners
North Carolina
$287K – – –
WIA
232
World Investment Advisors
California
$286K +$286K +2,986 New
BAM
233
Bellevue Asset Management
Washington
$284K -$49.9K -522 -15%
SMC
234
Smith, Moore & Co
Missouri
$284K – – –
AIC
235
Archer Investment Corporation
Indiana
$283K – – –
KCFA
236
Key Client Fiduciary Advisors
New Jersey
$281K +$478 +5 +0.2%
IWC
237
Integrated Wealth Concepts
Massachusetts
$280K -$26.4K -276 -9%
CA
238
CoreCap Advisors
Michigan
$279K -$93.9K -982 -25%
TC
239
Touchstone Capital
Pennsylvania
$271K +$271K +2,837 New
TSWM
240
Tyler-Stone Wealth Management
Ohio
$269K +$383 +4 +0.1%
IAG
241
Investment Advisory Group
Massachusetts
$269K +$96 +1 +0%
WHC
242
Wulff, Hansen & Co
California
$265K – – –
CAM
243
Carret Asset Management
New York
$265K -$2.39K -25 -0.9%
PFS
244
Prospera Financial Services
Texas
$261K +$191 +2 +0.1%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$261K +$670 +7 +0.3%
CIC
246
Carnegie Investment Counsel
Ohio
$260K – – –
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$259K -$56.8K -594 -18%
MOS
248
MGO One Seven
Ohio
$258K -$13.4K -140 -5%
CAM
249
Cresset Asset Management
Illinois
$254K +$254K +2,652 New
RIA
250
Regal Investment Advisors
Michigan
$253K -$11.5K -120 -4%
8 9
10
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