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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
276
Center for Financial Planning
Michigan
$22K 310 – –
CPA
277
Cardiff Park Advisors
California
$22K 311 +2 +0.6%
ATC
278
Adirondack Trust Company
New York
$21K 300 +300 New
BW
279
Bison Wealth
Georgia
$20K 288 -1,243 -81%
ODG
280
O'Dell Group
Ohio
$20K 280 – –
GWSG
281
GPS Wealth Strategies Group
Colorado
$19K 275 +275 New
AWM
282
Aspire Wealth Management
Massachusetts
$18K 260 – –
EW
283
Evoke Wealth
California
$18K 262 – –
NSIM
284
North Star Investment Management
Illinois
$18K 253 – –
AWM
285
Atticus Wealth Management
Florida
$18K 261 +1 +0.4%
TIM
286
Tevis Investment Management
Texas
$17K 245 -1,382 -85%
MA
287
MUFG Americas
New York
$17K 238 – –
LWANC
288
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K 216 – –
BFEC
289
Benjamin F. Edwards & Company
Missouri
$14K 200 -6 -3%
PA
290
PSI Advisors
Florida
$11K 160 – –
HS
291
Horan Securities
United States
$10K 142 – –
GWS
292
Glassman Wealth Services
Virginia
$10K 140 – –
CAAS
293
Capital Asset Advisory Services
Michigan
$10K 145 – –
NMG
294
New Millennium Group
Utah
$10K 142 +142 New
GRP
295
Global Retirement Partners
California
$9K 132 – –
MAM
296
Meeder Asset Management
Ohio
$8K 112 +112 New
AA
297
Addison Advisors
Vermont
$7K 100 – –
FBC
298
Fairfield, Bush & Co
Connecticut
$7K 100 +100 New
HIA
299
Harbor Investment Advisory
Maryland
$6K 80 – –
PTC
300
Private Trust Company
Ohio
$6K 87 +87 New
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