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iShares US Financials ETF
IYF

Overview Fund Activity

296 hedge funds and large institutions have $1.13B invested in iShares US Financials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
296
Holders Change
+23
Holders Change %
+8.42%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
105
Reduced
64
Closed
15
Calls
$6.21M
Puts
–
Net Calls
+$6.21M
Net Calls Change
+$4.11M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$63.5M
2
Bank of America
2
Bank of America
North Carolina
$152M
3
Morgan Stanley
3
Morgan Stanley
New York
$132M
4
BCM
4
Brookstone Capital Management
Illinois
$15.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$21.5M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.02M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.18M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
251
Mine & Arao Wealth Creation & Management
California
$59K +$323 +4 +0.6%
CAAS
252
Capital Asset Advisory Services
Michigan
$51K – – –
RIM
253
Rockbridge Investment Management
New York
$49K – – –
HCP
254
Hexagon Capital Partners
Arkansas
$49K – – –
BFEC
255
Benjamin F. Edwards & Company
Missouri
$49K +$34.3K +420 +233%
SCA
256
Stuart Chaussee & Associates
California
$49K +$49K +600 New
PCFFS
257
Pacific Center for Financial Services
California
$47K – – –
CFA
258
Carroll Financial Associates
North Carolina
$46K -$130K -1,621 -74%
JPLA
259
Joseph P. Lucia & Associates
New York
$46K – – –
FHA
260
First Horizon Advisors
Tennessee
$45K -$1.11K -14 -2%
FPW
261
Flagship Private Wealth
Massachusetts
$44.8K – – –
SWM
262
Sugarloaf Wealth Management
Georgia
$34K -$753K -9,296 -96%
FP
263
Financial Perspectives
Minnesota
$32.3K -$2.39M -29,434 -99%
MIM
264
MTM Investment Management
South Carolina
$32K – – –
JCM
265
Jacobi Capital Management
Pennsylvania
$27K +$27K +335 New
BAM
266
Barrett Asset Management
New York
$26K – – –
NFSG
267
Newbridge Financial Services Group
Florida
$26K +$9.72K +120 +60%
BA
268
Ballast Advisors
Minnesota
$25K – – –
CFFP
269
Center for Financial Planning
Michigan
$25K – – –
PA
270
Parallel Advisors
California
$24K – – –
PB
271
Pinnacle Bancorp
Nebraska
$23K – – –
AWM
272
Atticus Wealth Management
Florida
$21K +$163 +2 +0.8%
RIA
273
RPG Investment Advisory
California
$20K – – –
NSIM
274
North Star Investment Management
Illinois
$20K – – –
MA
275
MUFG Americas
New York
$19K – – –
9 10
11
12 13