IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$20.8M
2
Wells Fargo
2
Wells Fargo
California
$48.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$53.1M
4
PFS
4
Prospera Financial Services
Texas
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$102K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
276
Arax Advisory Partners
Colorado
$35K +$35K +422 New
FP
277
Financial Perspectives
Minnesota
$32.9K – – –
MIM
278
MTM Investment Management
South Carolina
$32K – – –
GPA
279
Guidance Point Advisors
Massachusetts
$30K +$30K +364 New
NFSG
280
Newbridge Financial Services Group
Florida
$27K +$84 +1 +0.3%
BAM
281
Barrett Asset Management
New York
$26K – – –
CFFP
282
Center for Financial Planning
Michigan
$26K – – –
PA
283
Parallel Advisors
California
$25K – – –
PB
284
Pinnacle Bancorp
Nebraska
$23K – – –
ODG
285
O'Dell Group
Ohio
$23K +$23K +280 New
AWM
286
Atticus Wealth Management
Florida
$21K – – –
NSIM
287
North Star Investment Management
Illinois
$21K – – –
MA
288
MUFG Americas
New York
$20K – – –
RIA
289
RPG Investment Advisory
California
$18K -$1.61K -20 -8%
LWANC
290
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
AWM
291
Avior Wealth Management
Nebraska
$16K -$2.94K -36 -16%
CAL
292
Capital Analysts LLC
Pennsylvania
$13K – – –
BW
293
Bison Wealth
Georgia
$13K – – –
PA
294
PSI Advisors
Florida
$13K +$13K +160 New
PCG
295
Private Capital Group
Connecticut
$9K – – –
FMB
296
Field & Main Bank
Kentucky
$8K – – –
GRP
297
Global Retirement Partners
California
$8K – – –
AA
298
Addison Advisors
Vermont
$8K – – –
CG
299
Cutler Group
California
$8K +$8K +100 New
MWM
300
Mascoma Wealth Management
New Hampshire
$8K +$8K +101 New
9 10 11
12
13