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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
276
Centaurus Financial
California
$393K +$283K +2,334 +256%
SCA
277
Snowden Capital Advisors
New York
$393K -$93.4K -772 -19%
IWC
278
Integrated Wealth Concepts
Massachusetts
$393K -$125K -1,037 -24%
EDRH
279
Edmond de Rothschild Holding
Switzerland
$392K – – –
FMC
280
First Merchants Corp
Indiana
$387K – – –
VPP
281
Vertex Planning Partners
Illinois
$387K – – –
AA
282
Advisory Alpha
Michigan
$385K +$9.56K +79 +3%
CWM
283
Cahaba Wealth Management
Georgia
$383K +$9.44K +78 +3%
STA
284
Summit Trail Advisors
New York
$379K +$379K +3,134 New
JIP
285
Jaffetilchin Investment Partners
Florida
$377K – – –
MLIC
286
Mandatum Life Insurance Company
Finland
$377K -$12.3K -102 -3%
LFG
287
Larson Financial Group
Missouri
$373K +$22.3K +184 +6%
FWP
288
Forefront Wealth Partners
Texas
$364K +$364K +3,058 New
MWM
289
Modern Wealth Management
Kansas
$364K -$4.84K -40 -1%
VSI
290
Verde Servicos Internacionais
Brazil
$363K +$363K +3,000 New
KCFA
291
Key Client Fiduciary Advisors
New Jersey
$362K +$1.21K +10 +0.3%
BAM
292
Bellevue Asset Management
Washington
$360K +$121 +1 +0%
SMC
293
Smith, Moore & Co
Missouri
$359K – – –
AIC
294
Archer Investment Corporation
Indiana
$358K – – –
MCC
295
Money Concepts Capital
Florida
$358K +$31.9K +264 +10%
RPGK
296
Retirement Planning Group (Kansas)
Kansas
$352K -$290K -2,396 -45%
YIH
297
Y-Intercept (HK)
Hong Kong
$352K +$352K +2,906 New
IAG
298
Investment Advisory Group
Massachusetts
$346K – – –
TRCT
299
Tower Research Capital (TRC)
New York
$343K +$343K +2,834 New
JSL
300
JT Stratford LLC
Georgia
$340K -$1.57K -13 -0.5%
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