IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$173M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$158M
3
PCH
PGIM Custom Harvest
New Jersey
+$15.6M
4
Goldman Sachs
Goldman Sachs
New York
+$11.9M
5
PFS
Prospera Financial Services
Texas
+$10.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$119M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$40.9M
3
WT
Washington Trust
Rhode Island
-$18M
4
Bank of America
Bank of America
North Carolina
-$16M
5
GWM
GDS Wealth Management
Texas
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
226
DAGCO Inc
Ohio
$435K – – –
IF
227
Ironwood Financial
Arizona
$435K +$39.8K +353 +10%
IAS
228
Insigneo Advisory Services
Florida
$433K +$86.2K +764 +25%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$431K -$8.13K -72 -2%
AQR Capital Management
230
AQR Capital Management
Connecticut
$426K +$426K +3,778 New
AHC
231
Adell Harriman & Carpenter
Texas
$423K -$181K -1,600 -30%
COCM
232
Charter Oak Capital Management
New Hampshire
$423K -$58.3K -517 -12%
AF
233
Apollon Financial
South Carolina
$419K +$60.5K +536 +17%
NP
234
NorthRock Partners
Minnesota
$418K +$16.9K +150 +4%
CIA
235
Capital Investment Advisors
Georgia
$415K +$5.08K +45 +1%
WIA
236
World Investment Advisors
California
$414K +$34.6K +307 +9%
HWA
237
HCR Wealth Advisors
California
$410K -$24.3K -215 -6%
CWA
238
Cascade Wealth Advisors
Washington
$401K -$48K -450 -11%
TFM
239
Trademark Financial Management
Minnesota
$386K -$283K -2,508 -42%
FFN
240
Focus Financial Network
Minnesota
$383K -$24.5K -217 -6%
CWA
241
Capital Wealth Alliance
Arizona
$382K -$157K -1,389 -29%
RCAG
242
Rehmann Capital Advisory Group
Michigan
$379K +$5.19K +46 +1%
OC
243
Oppenheimer & Co
New York
$377K -$33.9K -300 -8%
AB
244
Atlas Brown
Kentucky
$373K -$677 -6 -0.2%
CAGAS
245
Capital Advisory Group Advisory Services
Minnesota
$368K – – –
EDRH
246
Edmond de Rothschild Holding
Switzerland
$366K – – –
MLIC
247
Mandatum Life Insurance Company
Finland
$363K – – –
FMC
248
First Merchants Corp
Indiana
$361K -$11.5K -102 -3%
VPP
249
Vertex Planning Partners
Illinois
$361K – – –
JIP
250
Jaffetilchin Investment Partners
Florida
$352K – – –
8 9
10
11 12