IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
251
Edmond de Rothschild Holding
Switzerland
$358K – – –
SWP
252
Strategic Wealth Partners
Ohio
$358K +$358K +3,024 New
MLIC
253
Mandatum Life Insurance Company
Finland
$356K – – –
RPGK
254
Retirement Planning Group (Kansas)
Kansas
$354K +$26.8K +242 +8%
VPP
255
Vertex Planning Partners
Illinois
$354K – – –
AF
256
Apollon Financial
South Carolina
$352K – – –
JIP
257
Jaffetilchin Investment Partners
Florida
$345K – – –
CWM
258
Congress Wealth Management
Massachusetts
$342K +$1.99K +18 +0.6%
MWM
259
Modern Wealth Management
Kansas
$341K +$33.1K +299 +11%
CWM
260
Cahaba Wealth Management
Georgia
$340K +$1.44K +13 +0.4%
IAS
261
Insigneo Advisory Services
Florida
$339K – – –
PAS
262
Park Avenue Securities
New York
$337K +$89.9K +813 +36%
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
$336K +$11.9K +108 +4%
VP
264
Verum Partners
North Carolina
$332K – – –
BAM
265
Bellevue Asset Management
Washington
$329K +$221 +2 +0.1%
KCFA
266
Key Client Fiduciary Advisors
New Jersey
$328K +$1.44K +13 +0.4%
SMC
267
Smith, Moore & Co
Missouri
$328K – – –
AIC
268
Archer Investment Corporation
Indiana
$327K – – –
IWC
269
Integrated Wealth Concepts
Massachusetts
$325K +$2.54K +23 +0.8%
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$324K -$9.84K -89 -3%
TSS
271
Two Sigma Securities
New York
$324K -$533K -4,821 -62%
HI
272
Harbour Investments
Wisconsin
$318K +$175K +1,583 +122%
KWA
273
Kellett Wealth Advisors
Ohio
$315K +$13.3K +120 +4%
JSL
274
JT Stratford LLC
Georgia
$312K – – –
SAF
275
Smith Anglin Financial
Texas
$310K +$310K +2,799 New
9 10
11
12 13