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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
251
Sweet Financial Partners
Minnesota
$203K +$203K +2,400 New
ATPW
252
Ashton Thomas Private Wealth
Arizona
$203K -$38K -450 -16%
KOC
253
Koss-Olinger Consulting
Florida
$202K +$846 +10 +0.4%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$196K -$9.64K -114 -5%
NFSG
255
Newbridge Financial Services Group
Florida
$150K +$84 +1 +0.1%
SBL
256
Sargent Bickham Lagudis
Colorado
$150K +$14.1K +167 +10%
EWA
257
EP Wealth Advisors
California
$142K +$142K +1,679 New
TIM
258
Tevis Investment Management
Texas
$136K -$38.8K -464 -22%
BW
259
Bison Wealth
Georgia
$129K +$120K +1,419 +1,267%
SWM
260
Spire Wealth Management
Virginia
$128K -$1.1M -13,011 -90%
Franklin Resources
261
Franklin Resources
California
$127K – – –
HNWAG
262
High Net Worth Advisory Group
Florida
$127K – – –
FRA
263
Front Row Advisors
California
$121K – – –
CFGS
264
Concourse Financial Group Securities
Alabama
$119K -$45.6K -538 -28%
AF
265
Allworth Financial
California
$118K – – –
AWM
266
AllSquare Wealth Management
New York
$113K – – –
SSB
267
Sandy Spring Bank
Maryland
$110K +$37.4K +443 +52%
TFS
268
TrustCore Financial Services
Tennessee
$108K – – –
IBOK
269
Independence Bank of Kentucky
Kentucky
$108K – – –
WT
270
Washington Trust
Rhode Island
$104K – – –
HDIM
271
Hanson & Doremus Investment Management
Vermont
$94K – – –
BWA
272
BDO Wealth Advisors
Florida
$90K – – –
WT
273
Whittier Trust
California
$89K – – –
TFGT
274
TS Financial Group (TSFG)
Illinois
$89K +$170 +2 +0.2%
FHA
275
First Horizon Advisors
Tennessee
$68K -$48.3K -568 -42%
9 10
11
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