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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
LPL Financial
California
$45M
4
Morgan Stanley
Morgan Stanley
New York
$118M
5
MSAM
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
Fidelity International
Bermuda
$0
3
DZ Bank
DZ Bank
Germany
$239K
4
Fisher Asset Management
Fisher Asset Management
Washington
$194M
5
PF
Phoenix Financial
Israel
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
251
High Net Worth Advisory Group
Florida
$236K – – –
Renaissance Technologies
252
Renaissance Technologies
New York
$236K +$236K +2,500 New
CAM
253
Carret Asset Management
New York
$234K -$27.9K -295 -11%
FA
254
Financial Alternatives
California
$228K – – –
TC
255
Touchstone Capital
Pennsylvania
$227K -$40.9K -432 -15%
IAS
256
Insigneo Advisory Services
Florida
$227K -$60.9K -649 -21%
TA
257
TrueWealth Advisors
Alabama
$226K – – –
CL
258
Choreo LLC
Illinois
$224K +$224K +2,363 New
PFS
259
Prospera Financial Services
Texas
$221K -$37.7K -399 -15%
BS
260
Banco Santander
Spain
$220K +$220K +2,329 New
Citadel Advisors
261
Citadel Advisors
Florida
$213K -$334K -3,530 -61%
PAS
262
Park Avenue Securities
New York
$211K – – –
YCG
263
Yeomans Consulting Group
Georgia
$207K +$207K +2,193 New
WWC
264
Waypoint Wealth Counsel
Georgia
$206K +$662 +7 +0.3%
SWM
265
SeaCrest Wealth Management
New York
$206K – – –
AWA
266
Adapt Wealth Advisors
Georgia
$203K +$203K +2,150 New
DWP
267
Daymark Wealth Partners
Ohio
$202K +$202K +2,139 New
NS
268
NBC Securities
Alabama
$183K -$15.1K -160 -8%
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$181K +$94.4K +998 +109%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$169K – – –
US Bancorp
271
US Bancorp
Minnesota
$156K +$7.76K +82 +5%
Franklin Resources
272
Franklin Resources
California
$142K – – –
GRP
273
Global Retirement Partners
California
$138K +$125K +1,321 +964%
BMC
274
Bear Mountain Capital
Washington
$118K -$147K -1,497 -56%
FRA
275
Front Row Advisors
California
$117K – – –
9 10
11
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