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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
251
TD Waterhouse Canada
Ontario, Canada
$163K – – –
US Bancorp
252
US Bancorp
Minnesota
$128K -$29.9K -350 -19%
Franklin Resources
253
Franklin Resources
California
$128K – – –
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
$118K -$89.8K -1,051 -43%
TRCT
255
Tower Research Capital (TRC)
New York
$118K +$108K +1,263 +1,118%
SSB
256
Sandy Spring Bank
Maryland
$112K +$171 +2 +0.2%
FRA
257
Front Row Advisors
California
$105K – – –
FHA
258
First Horizon Advisors
Tennessee
$97.8K – – –
HDIM
259
Hanson & Doremus Investment Management
Vermont
$95K – – –
AF
260
Allworth Financial
California
$90.7K – – –
WT
261
Whittier Trust
California
$89.7K – – –
S
262
SignatureFD
Georgia
$86.4K +$85 +1 +0.1%
CWM
263
Compass Wealth Management
Connecticut
$85.4K – – –
AWM
264
Angeles Wealth Management
California
$78K +$78K +913 New
BTI
265
Blue Trust Inc
Georgia
$75K -$54.8K -730 -42%
CTA
266
Colonial Trust Advisors
South Carolina
$74.7K -$4.27K -50 -5%
FAM
267
Family Asset Management
South Carolina
$71.1K – – –
AEPWM
268
Atlantic Edge Private Wealth Management
Florida
$70.5K +$70.5K +825 New
MSS
269
Mitchell Sinkler & Starr
Pennsylvania
$66.6K +$66.6K +780 New
PWA
270
Provenance Wealth Advisors
Florida
$65.6K – – –
AAP
271
Arax Advisory Partners
Colorado
$63.3K +$342 +4 +0.5%
PS
272
Principal Securities
Iowa
$62.5K +$62.5K +732 New
MAWCM
273
Mine & Arao Wealth Creation & Management
California
$61.9K +$598 +7 +1%
SWM
274
Spire Wealth Management
Virginia
$61.5K -$5.05K -59 -8%
BFS
275
Bare Financial Services
Pennsylvania
$58.8K +$58.8K +688 New
9 10
11
12 13