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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
276
Founders Financial Alliance
North Carolina
$68K – – –
CCM
277
Covington Capital Management
California
$68K – – –
LWP
278
Lumature Wealth Partners
Georgia
$64K – – –
Simplex Trading
279
Simplex Trading
Illinois
$62K -$292K -3,472 -82%
MAWCM
280
Mine & Arao Wealth Creation & Management
California
$62K +$252 +3 +0.4%
AAP
281
Arax Advisory Partners
Colorado
$61K +$168 +2 +0.3%
AIM
282
Anchor Investment Management
South Carolina
$59.6K +$59.6K +705 New
AA
283
AlphaMark Advisors
Kentucky
$59K -$75.9K -900 -56%
RA
284
Rise Advisors
New York
$57K +$254 +3 +0.4%
HCP
285
Hexagon Capital Partners
Arkansas
$51K – – –
JWA
286
JFS Wealth Advisors
Pennsylvania
$51K +$51K +600 New
RIM
287
Rockbridge Investment Management
New York
$50.8K – – –
PCFFS
288
Pacific Center for Financial Services
California
$50K – – –
BCV
289
Banque Cantonale Vaudoise
Switzerland
$49K – – –
MHR
290
Matthew Hamilton Rosenberg
$48K – – –
JPLA
291
Joseph P. Lucia & Associates
New York
$48K +$48K +570 New
ZIG
292
Zullo Investment Group
Pennsylvania
$45K +$167 +2 +0.4%
TFP
293
Tilia Fiduciary Partners
North Carolina
$44K +$170 +2 +0.4%
EI
294
Ellevest Inc
New York
$42K – – –
KFS
295
Kelly Financial Services
Massachusetts
$41K +$169 +2 +0.4%
US Bancorp
296
US Bancorp
Minnesota
$39K -$9.96K -118 -20%
PA
297
Parallel Advisors
California
$38K – – –
SWM
298
Sugarloaf Wealth Management
Georgia
$36K – – –
CAL
299
Capital Analysts LLC
Pennsylvania
$34K +$20.8K +245 +157%
BC
300
Burleson & Co
California
$34K +$34K +400 New
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12
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