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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
226
Rollins Financial Advisors
New York
$435K -$38.7K -350 -8%
GS
227
GTS Securities
New York
$432K -$4.75M -42,939 -92%
LF
228
Lighthouse Financial
Florida
$431K +$431K +3,900 New
RWP
229
RWA Wealth Partners
Massachusetts
$431K – – –
CIBC World Market
230
CIBC World Market
Ontario, Canada
$430K +$430K +3,888 New
DI
231
DAGCO Inc
Ohio
$426K – – –
HWA
232
HCR Wealth Advisors
California
$426K -$30.2K -273 -7%
SIA
233
SkyView Investment Advisors
New Jersey
$413K +$413K +3,733 New
RFN
234
Redwood Financial Network
Ohio
$409K +$409K +3,701 New
MOS
235
MGO One Seven
Ohio
$407K +$112K +1,017 +38%
OC
236
Oppenheimer & Co
New York
$403K -$442 -4 -0.1%
CIA
237
Capital Investment Advisors
Georgia
$401K -$16.4K -148 -4%
FFN
238
Focus Financial Network
Minnesota
$399K +$34.5K +312 +9%
KWA
239
Kingswood Wealth Advisors
California
$395K -$199K -1,800 -33%
BDFN
240
Bond & Devick Financial Network
Minnesota
$394K – – –
NP
241
NorthRock Partners
Minnesota
$393K – – –
IF
242
Ironwood Financial
Arizona
$387K -$276K -2,495 -42%
WIA
243
World Investment Advisors
California
$372K +$1.66K +15 +0.4%
P
244
&Partners
Tennessee
$368K +$115K +1,031 +46%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$366K +$68.6K +620 +23%
AB
246
Atlas Brown
Kentucky
$366K +$1.44K +13 +0.4%
FMC
247
First Merchants Corp
Indiana
$365K – – –
CAGAS
248
Capital Advisory Group Advisory Services
Minnesota
$360K – – –
MWM
249
Meridian Wealth Management
Kentucky
$360K -$23.8K -215 -6%
MWA
250
Muirfield Wealth Advisors
North Carolina
$359K +$359K +3,244 New
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