IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
251
Qube Research & Technologies (QRT)
United Kingdom
$304K +$106K +1,018 +53%
IWC
252
Integrated Wealth Concepts
Massachusetts
$303K -$23.5K -226 -7%
JSL
253
JT Stratford LLC
Georgia
$293K -$19.3K -186 -6%
IAG
254
Investment Advisory Group
Massachusetts
$292K +$104 +1 +0%
MWM
255
Modern Wealth Management
Kansas
$289K +$104 +1 +0%
WHC
256
Wulff, Hansen & Co
California
$288K – – –
LFG
257
Larson Financial Group
Missouri
$288K +$15.1K +145 +6%
KWA
258
Kellett Wealth Advisors
Ohio
$283K -$110K -1,056 -28%
CIC
259
Carnegie Investment Counsel
Ohio
$282K – – –
RCAG
260
Rehmann Capital Advisory Group
Michigan
$280K +$728 +7 +0.3%
Cerity Partners
261
Cerity Partners
New York
$279K +$279K +2,684 New
MOS
262
MGO One Seven
Ohio
$276K +$9.87K +95 +4%
CA
263
Clearstead Advisors
Ohio
$276K – – –
RIA
264
Regal Investment Advisors
Michigan
$274K – – –
FWCM
265
Ferguson Wellman Capital Management
Oregon
$273K – – –
WTC
266
WhitTier Trust Company
Nevada
$269K -$63.6K -612 -19%
CAM
267
Cresset Asset Management
Illinois
$268K +$104 +1 +0%
DWM
268
Dakota Wealth Management
Florida
$266K -$79K -760 -23%
HNWAG
269
High Net Worth Advisory Group
Florida
$260K – – –
FA
270
Financial Alternatives
California
$250K – – –
TA
271
TrueWealth Advisors
Alabama
$248K – – –
CAM
272
Carret Asset Management
New York
$245K -$11.9K -115 -5%
CL
273
Choreo LLC
Illinois
$245K +$1.34K +13 +0.6%
PFS
274
Prospera Financial Services
Texas
$238K -$4.89K -47 -2%
P
275
&Partners
Tennessee
$235K +$235K +2,264 New
9 10
11
12 13