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iShares US Financials ETF
IYF

Overview Fund Activity

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$173M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$158M
3
PCH
PGIM Custom Harvest
New Jersey
+$15.6M
4
Goldman Sachs
Goldman Sachs
New York
+$11.9M
5
PFS
Prospera Financial Services
Texas
+$10.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$119M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$40.9M
3
WT
Washington Trust
Rhode Island
-$18M
4
Bank of America
Bank of America
North Carolina
-$16M
5
GWM
GDS Wealth Management
Texas
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
251
Silver Oak Securities
Tennessee
$350K +$350K +3,138 New
AA
252
Advisory Alpha
Michigan
$350K +$121K +1,075 +53%
CWM
253
Cahaba Wealth Management
Georgia
$348K +$1.13K +10 +0.3%
MWM
254
Modern Wealth Management
Kansas
$344K -$4.06K -36 -1%
KCFA
255
Key Client Fiduciary Advisors
New Jersey
$336K +$1.02K +9 +0.3%
BAM
256
Bellevue Asset Management
Washington
$336K +$226 +2 +0.1%
SMC
257
Smith, Moore & Co
Missouri
$335K – – –
AIC
258
Archer Investment Corporation
Indiana
$334K – – –
LFG
259
Larson Financial Group
Missouri
$327K +$11.5K +102 +4%
IAG
260
Investment Advisory Group
Massachusetts
$323K +$14.1K +125 +5%
JSL
261
JT Stratford LLC
Georgia
$319K – – –
KWA
262
Kingswood Wealth Advisors
California
$314K -$89.6K -794 -22%
MOS
263
MGO One Seven
Ohio
$313K -$102K -902 -25%
WHC
264
Wulff, Hansen & Co
California
$313K – – –
SG
265
StoneX Group
New York
$313K -$517K -4,583 -62%
SFA
266
Sequoia Financial Advisors
Ohio
$310K +$49.3K +437 +19%
MCC
267
Money Concepts Capital
Florida
$304K +$45K +399 +17%
IIA
268
IPG Investment Advisors
California
$302K – – –
VCM
269
Vivaldi Capital Management
Illinois
$302K +$86.9K +770 +40%
GL
270
Graypoint LLC
New York
$300K – – –
RIA
271
Regal Investment Advisors
Michigan
$298K – – –
CA
272
CoreCap Advisors
Michigan
$297K -$4.04M -35,775 -93%
FWCM
273
Ferguson Wellman Capital Management
Oregon
$296K – – –
MWA
274
Muirfield Wealth Advisors
North Carolina
$295K -$71K -629 -19%
DWM
275
Dakota Wealth Management
Florida
$289K – – –
9 10
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