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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
251
Westside Investment Management
California
$33.2K +$71 +1 +0.2%
PA
252
Parallel Advisors
California
$31.3K – – –
KM
253
Kalos Management
Georgia
$30.4K – – –
SWM
254
Sugarloaf Wealth Management
Georgia
$29.9K – – –
WP
255
WealthPLAN Partners
Nebraska
$29.5K +$29.5K +414 New
FP
256
Financial Perspectives
Minnesota
$28.3K – – –
KFS
257
Kelly Financial Services
Massachusetts
$28.1K +$142 +2 +0.5%
EWA
258
EverSource Wealth Advisors
Alabama
$26.6K – – –
GRP
259
Global Retirement Partners
California
$22.6K +$3.72K +53 +20%
CFFP
260
Center for Financial Planning
Michigan
$22.1K – – –
BWL
261
Bogart Wealth LLC
Virginia
$22.1K – – –
MIM
262
MTM Investment Management
South Carolina
$21.3K – – –
NC
263
NewSquare Capital
Pennsylvania
$21.1K +$10.2K +144 +95%
AWM
264
Atticus Wealth Management
Florida
$18.8K +$71 +1 +0.4%
AWM
265
Aspire Wealth Management
Massachusetts
$18.5K – – –
NSIM
266
North Star Investment Management
Illinois
$18K +$71 +1 +0.4%
PCFFS
267
Pacific Center for Financial Services
California
$16.8K +$16.8K +236 New
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.4K – – –
NRC
269
New Republic Capital
North Carolina
$15.3K +$15.3K +215 New
AA
270
AlphaMark Advisors
Kentucky
$14K -$40.3K -576 -74%
BFEC
271
Benjamin F. Edwards & Company
Missouri
$14K – – –
RLIM
272
Red Lighthouse Investment Management
New York
$13.1K – – –
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$12.5K -$346 -4,864 -3%
PA
274
PSI Advisors
Florida
$11.4K – – –
CAL
275
Capital Analysts LLC
Pennsylvania
$11K – – –
9 10
11
12 13