IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$134M
5
CAN
5
Cetera Advisor Networks
California
$7.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
251
Dynamic Technology Lab
Singapore
$222K +$222K +2,563 New
LWP
252
Legacy Wealth Planning
Nevada
$221K -$2.08K -24 -0.9%
PH
253
Pinnacle Holdings
Oklahoma
$213K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$211K +$43K +496 +26%
AWA
255
Arkadios Wealth Advisors
Georgia
$211K +$54.3K +627 +35%
BPA
256
Beacon Pointe Advisors
California
$207K -$224K -2,586 -52%
BAM
257
Belpointe Asset Management
Nevada
$207K +$519 +6 +0.3%
KOC
258
Koss-Olinger Consulting
Florida
$206K +$206K +2,379 New
S
259
SignatureFD
Georgia
$203K +$694 +8 +0.3%
WWM
260
Windsor Wealth Management
Indiana
$201K +$201K +2,245 New
JSW
261
Journey Strategic Wealth
New Jersey
$200K +$200K +2,304 New
TIM
262
Tevis Investment Management
Texas
$180K +$180K +2,091 New
CFGS
263
Concourse Financial Group Securities
Alabama
$168K +$7.36K +85 +5%
NFSG
264
Newbridge Financial Services Group
Florida
$154K +$126K +1,457 +452%
TSWM
265
Tyler-Stone Wealth Management
Ohio
$144K +$144K +1,662 New
SBL
266
Sargent Bickham Lagudis
Colorado
$140K – – –
MCC
267
Money Concepts Capital
Florida
$140K +$140K +1,610 New
AA
268
AlphaMark Advisors
Kentucky
$139K -$30.4K -350 -18%
Franklin Resources
269
Franklin Resources
California
$130K – – –
HNWAG
270
High Net Worth Advisory Group
Florida
$130K +$130K +1,500 New
FRA
271
Front Row Advisors
California
$124K – – –
AF
272
Allworth Financial
California
$121K – – –
FHA
273
First Horizon Advisors
Tennessee
$118K +$69.1K +801 +141%
AWM
274
AllSquare Wealth Management
New York
$116K – – –
NFG
275
Next Financial Group
Texas
$115K +$13.2K +153 +13%
9 10
11
12 13