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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
251
Stonebridge Financial Planning Group
Florida
$459K -$63.5K -525 -12%
SS
252
Sunbelt Securities
Texas
$457K -$96.8K -875 -17%
AHC
253
Adell Harriman & Carpenter
Texas
$454K – – –
RFA
254
Rollins Financial Advisors
New York
$452K -$24.2K -200 -5%
TWM
255
Triton Wealth Management
Arizona
$450K +$450K +3,638 New
AF
256
Apollon Financial
South Carolina
$449K – – –
NP
257
NorthRock Partners
Minnesota
$448K – – –
HWA
258
HCR Wealth Advisors
California
$439K -$605 -5 -0.1%
WIA
259
World Investment Advisors
California
$439K -$5.32K -44 -1%
IF
260
Ironwood Financial
Arizona
$435K – – –
CPA
261
Cathy Pareto & Associates
Florida
$434K -$61.9K -512 -12%
CWA
262
Cascade Wealth Advisors
Washington
$428K -$28.3K -233 -6%
CIA
263
Capital Investment Advisors
Georgia
$428K -$16.7K -138 -4%
SWP
264
Strategic Wealth Partners
Ohio
$419K +$419K +3,462 New
DI
265
DAGCO Inc
Ohio
$417K -$49.1K -406 -11%
FFN
266
Focus Financial Network
Minnesota
$411K – – –
CWA
267
Capital Wealth Alliance
Arizona
$410K – – –
COCM
268
Charter Oak Capital Management
New Hampshire
$407K -$46.5K -384 -10%
OC
269
Oppenheimer & Co
New York
$404K – – –
SHF
270
Safe Harbor Fiduciary
Florida
$402K +$400K +3,302 +15,724%
AB
271
Atlas Brown
Kentucky
$401K +$1.21K +10 +0.3%
MOS
272
MGO One Seven
Ohio
$400K +$64.7K +535 +19%
CA
273
CoreCap Advisors
Michigan
$398K +$80.1K +662 +25%
RCAG
274
Rehmann Capital Advisory Group
Michigan
$396K -$10.3K -85 -3%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$394K – – –
9 10
11
12 13