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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
CG
3
Colony Group
Massachusetts
$7.27M
4
BCM
4
Brookstone Capital Management
Illinois
$3.66M
5
NMG
5
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
276
Banque Cantonale Vaudoise
Switzerland
$44K – – –
MHR
277
Matthew Hamilton Rosenberg
$42.9K – – –
ZIG
278
Zullo Investment Group
Pennsylvania
$41.2K +$378 +5 +0.9%
TFP
279
Tilia Fiduciary Partners
North Carolina
$39.8K +$226 +3 +0.6%
CT
280
Colonial Trust
South Carolina
$37.7K +$37.7K +500 New
PB
281
Pinnacle Bancorp
Nebraska
$37K – – –
CTC
282
Central Trust Company
Missouri
$36.2K +$36.2K +480 New
ATC
283
Adirondack Trust Company
New York
$35.5K – – –
PA
284
Parallel Advisors
California
$33.2K – – –
KM
285
Kalos Management
Georgia
$32.2K +$32.2K +427 New
SWM
286
Sugarloaf Wealth Management
Georgia
$31.7K – – –
FP
287
Financial Perspectives
Minnesota
$30.1K – – –
KFS
288
Kelly Financial Services
Massachusetts
$29.7K +$151 +2 +0.5%
EWA
289
EverSource Wealth Advisors
Alabama
$28.2K +$28.2K +374 New
EE
290
EWG Elevate
California
$24.3K +$24.3K +322 New
CFFP
291
Center for Financial Planning
Michigan
$23.4K – – –
BWL
292
Bogart Wealth LLC
Virginia
$23.4K +$23.4K +310 New
MIM
293
MTM Investment Management
South Carolina
$22.6K -$6.79K -90 -23%
IFAM
294
Institutional & Family Asset Management
Colorado
$22.6K – – –
GRP
295
Global Retirement Partners
California
$20.3K – – –
SWM
296
Spire Wealth Management
Virginia
$20K -$326K -4,274 -94%
AWM
297
Atticus Wealth Management
Florida
$19.9K +$226 +3 +1%
AWM
298
Aspire Wealth Management
Massachusetts
$19.6K – – –
NSIM
299
North Star Investment Management
Illinois
$19.1K – – –
LWANC
300
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.3K – – –
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12
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