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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
226
Napatree Capital
Rhode Island
$353K +$353K +3,401 New
CAG
227
Csenge Advisory Group
Florida
$350K +$1.07K +10 +0.3%
WIA
228
World Investment Advisors
California
$348K +$37.8K +364 +12%
FMC
229
First Merchants Corp
Indiana
$343K – – –
AB
230
Atlas Brown
Kentucky
$343K +$22.5K +217 +7%
FFN
231
Focus Financial Network
Minnesota
$343K -$4.68K -45 -1%
CAGAS
232
Capital Advisory Group Advisory Services
Minnesota
$339K – – –
EDRH
233
Edmond de Rothschild Holding
Switzerland
$337K – – –
MLIC
234
Mandatum Life Insurance Company
Finland
$334K – – –
DAS
235
Dynamic Advisor Solutions
Arizona
$333K -$141K -1,355 -30%
VPP
236
Vertex Planning Partners
Illinois
$332K – – –
PIN
237
Prudent Investors Network
California
$331K -$21.1K -203 -6%
AF
238
Apollon Financial
South Carolina
$330K – – –
JIP
239
Jaffetilchin Investment Partners
Florida
$324K – – –
RJT
240
Raymond James Trust
Florida
$324K -$46.8K -450 -13%
CWM
241
Congress Wealth Management
Massachusetts
$319K – – –
IAS
242
Insigneo Advisory Services
Florida
$319K +$67.4K +649 +27%
CWM
243
Cahaba Wealth Management
Georgia
$318K +$1.14K +11 +0.4%
Pathstone Holdings
244
Pathstone Holdings
New Jersey
$314K -$3.32K -32 -1%
VP
245
Verum Partners
North Carolina
$312K – – –
BAM
246
Bellevue Asset Management
Washington
$309K – – –
SMC
247
Smith, Moore & Co
Missouri
$308K – – –
RPGK
248
Retirement Planning Group (Kansas)
Kansas
$308K +$36.2K +348 +13%
AIC
249
Archer Investment Corporation
Indiana
$308K – – –
KCFA
250
Key Client Fiduciary Advisors
New Jersey
$307K +$1.04K +10 +0.3%
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