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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
251
Ferguson Wellman Capital Management
Oregon
$251K -$9.09K -95 -3%
RPGK
252
Retirement Planning Group (Kansas)
Kansas
$247K +$247K +2,581 New
Bank of New York Mellon
253
Bank of New York Mellon
New York
$245K -$8.99K -94 -4%
BMC
254
Bear Mountain Capital
Washington
$241K – – –
HNWAG
255
High Net Worth Advisory Group
Florida
$239K – – –
LFG
256
Larson Financial Group
Missouri
$239K +$6.7K +70 +3%
FA
257
Financial Alternatives
California
$230K – – –
TA
258
TrueWealth Advisors
Alabama
$228K – – –
PAS
259
Park Avenue Securities
New York
$214K +$214K +2,235 New
NS
260
NBC Securities
Alabama
$211K -$54.3K -540 -20%
SWM
261
SeaCrest Wealth Management
New York
$209K +$209K +2,181 New
WWC
262
Waypoint Wealth Counsel
Georgia
$208K +$208K +2,176 New
MWM
263
Modern Wealth Management
Kansas
$203K +$203K +2,118 New
CA
264
Clearstead Advisors
Ohio
$189K – – –
TWC
265
TD Waterhouse Canada
Ontario, Canada
$182K – – –
US Bancorp
266
US Bancorp
Minnesota
$150K +$6.5K +68 +5%
Franklin Resources
267
Franklin Resources
California
$143K – – –
FRA
268
Front Row Advisors
California
$118K – – –
Jones Financial Companies
269
Jones Financial Companies
Missouri
$117K +$117K +1,224 New
BTI
270
Blue Trust Inc
Georgia
$113K +$17.2K +180 +18%
FHA
271
First Horizon Advisors
Tennessee
$110K – – –
TRCT
272
Tower Research Capital (TRC)
New York
$109K -$22.4K -234 -17%
AF
273
Advisornet Financial
Minnesota
$109K +$106K +1,105 +2,986%
LI
274
LRI Investments
Florida
$108K +$108K +1,132 New
HDIM
275
Hanson & Doremus Investment Management
Vermont
$106K – – –
9 10
11
12 13