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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$134M
5
CAN
5
Cetera Advisor Networks
California
$7.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
276
TrustCore Financial Services
Tennessee
$110K – – –
IBOK
277
Independence Bank of Kentucky
Kentucky
$110K +$13.3K +154 +14%
WT
278
Washington Trust
Rhode Island
$107K – – –
GIA
279
Goodwin Investment Advisory
Georgia
$103K -$576K -6,549 -85%
HDIM
280
Hanson & Doremus Investment Management
Vermont
$96K – – –
BWA
281
BDO Wealth Advisors
Florida
$92K – – –
WT
282
Whittier Trust
California
$91K – – –
TFGT
283
TS Financial Group (TSFG)
Illinois
$91K +$174 +2 +0.2%
RFA
284
Reilly Financial Advisors
California
$87K – – –
EVM
285
Eaton Vance Management
Massachusetts
$85K – – –
SSB
286
Sandy Spring Bank
Maryland
$75K – – –
CCM
287
Covington Capital Management
California
$70K -$48.3K -556 -41%
FFA
288
Founders Financial Alliance
North Carolina
$70K – – –
Optiver Holding
289
Optiver Holding
Netherlands
$70K +$17.4K +207 +33%
LWP
290
Lumature Wealth Partners
Georgia
$66K – – –
MAWCM
291
Mine & Arao Wealth Creation & Management
California
$64K +$522 +6 +0.8%
AAP
292
Arax Advisory Partners
Colorado
$63K +$26.3K +303 +72%
TCWM
293
Total Clarity Wealth Management
Illinois
$61K +$13K +150 +27%
RA
294
Rise Advisors
New York
$58.2K +$58.2K +671 New
RIM
295
Rockbridge Investment Management
New York
$52K – – –
HCP
296
Hexagon Capital Partners
Arkansas
$52K – – –
PCFFS
297
Pacific Center for Financial Services
California
$51K – – –
HI
298
Harbour Investments
Wisconsin
$50K -$99.6K -1,151 -67%
US Bancorp
299
US Bancorp
Minnesota
$50K -$345 -4 -0.7%
BCV
300
Banque Cantonale Vaudoise
Switzerland
$50K +$50K +580 New
10 11
12
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