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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
LPL Financial
California
$45M
4
Morgan Stanley
Morgan Stanley
New York
$118M
5
MSAM
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
Fidelity International
Bermuda
$0
3
DZ Bank
DZ Bank
Germany
$239K
4
Fisher Asset Management
Fisher Asset Management
Washington
$194M
5
PF
Phoenix Financial
Israel
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cahaba Wealth Management
Georgia
$288K +$946 +10 +0.3%
JSL
227
JT Stratford LLC
Georgia
$285K -$6.43K -68 -2%
VP
228
Verum Partners
North Carolina
$284K – – –
WIA
229
World Investment Advisors
California
$282K – – –
BAM
230
Bellevue Asset Management
Washington
$281K – – –
SMC
231
Smith, Moore & Co
Missouri
$281K – – –
AIC
232
Archer Investment Corporation
Indiana
$280K – – –
KCFA
233
Key Client Fiduciary Advisors
New Jersey
$279K +$946 +10 +0.3%
VA
234
Valmark Advisers
Ohio
$267K -$26.1K -276 -9%
IAG
235
Investment Advisory Group
Massachusetts
$266K – – –
CVA
236
Central Valley Advisors
California
$265K -$22.6K -545 -8%
MWM
237
Modern Wealth Management
Kansas
$263K +$62.7K +663 +31%
WHC
238
Wulff, Hansen & Co
California
$262K – – –
CIC
239
Carnegie Investment Counsel
Ohio
$257K – – –
RCAG
240
Rehmann Capital Advisory Group
Michigan
$254K -$3.69K -39 -1%
CW
241
CreativeOne Wealth
Kansas
$251K -$160K -1,687 -39%
CA
242
Clearstead Advisors
Ohio
$251K +$61.8K +654 +33%
RIA
243
Regal Investment Advisors
Michigan
$250K – – –
FWCM
244
Ferguson Wellman Capital Management
Oregon
$248K – – –
LFG
245
Larson Financial Group
Missouri
$248K +$11.7K +124 +5%
RPGK
246
Retirement Planning Group (Kansas)
Kansas
$247K +$3.03K +32 +1%
CAM
247
Cresset Asset Management
Illinois
$244K -$7.09K -75 -3%
MOS
248
MGO One Seven
Ohio
$243K -$12.8K -135 -5%
DZ Bank
249
DZ Bank
Germany
$239K -$10.9M -115,640 -98%
TSWM
250
Tyler-Stone Wealth Management
Ohio
$238K -$27.9K -295 -10%
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