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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAWCM
251
Mine & Arao Wealth Creation & Management
California
$52K 742 +3 +0.4%
Simplex Trading
252
Simplex Trading
Illinois
$51K 738 – –
AAP
253
Arax Advisory Partners
Colorado
$51K 729 +2 +0.3%
AIM
254
Anchor Investment Management
South Carolina
$49.3K 705 – –
AA
255
AlphaMark Advisors
Kentucky
$49K 700 – –
TCWM
256
Total Clarity Wealth Management
Illinois
$49K 704 +704 New
RA
257
Rise Advisors
New York
$47K 677 +3 +0.4%
TFS
258
TrustCore Financial Services
Tennessee
$45K 650 -622 -49%
GH
259
GAM Holding
Switzerland
$44K 626 -3,640 -85%
JWA
260
JFS Wealth Advisors
Pennsylvania
$42K 600 – –
HCP
261
Hexagon Capital Partners
Arkansas
$42K 600 – –
PCFFS
262
Pacific Center for Financial Services
California
$41K 586 – –
BCV
263
Banque Cantonale Vaudoise
Switzerland
$41K 580 – –
JPLA
264
Joseph P. Lucia & Associates
New York
$40K 570 – –
MHR
265
Matthew Hamilton Rosenberg
$40K 568 – –
ZIG
266
Zullo Investment Group
Pennsylvania
$38K 540 +2 +0.4%
TFP
267
Tilia Fiduciary Partners
North Carolina
$37K 522 +3 +0.6%
PB
268
Pinnacle Bancorp
Nebraska
$34K 491 +101 +26%
US Bancorp
269
US Bancorp
Minnesota
$32K 462 – –
PA
270
Parallel Advisors
California
$31K 440 – –
SWM
271
Sugarloaf Wealth Management
Georgia
$29K 420 – –
CAL
272
Capital Analysts LLC
Pennsylvania
$28K 401 – –
MIM
273
MTM Investment Management
South Carolina
$28K 390 – –
FP
274
Financial Perspectives
Minnesota
$27.9K 398 – –
KFS
275
Kelly Financial Services
Massachusetts
$27.3K 390 -95 -20%
9 10
11
12 13