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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
276
Horan Securities
United States
$10.1K – – –
AA
277
Addison Advisors
Vermont
$7.11K – – –
SMA
278
Sage Mountain Advisors
Georgia
$6.76K +$6.76K +95 New
HIA
279
Harbor Investment Advisory
Maryland
$5.69K – – –
PTC
280
Private Trust Company
Ohio
$4.84K -$9.39K -132 -66%
FPFS
281
First Personal Financial Services
North Carolina
$4.27K – – –
GI
282
Gradient Investments
Minnesota
$2.7K – – –
AF
283
Advisornet Financial
Minnesota
$2.61K – – –
IGWM
284
ICA Group Wealth Management
Colorado
$2.49K – – –
FFA
285
Founders Financial Alliance
North Carolina
$2.13K – – –
RG
286
Retirement Group
California
$2K – – –
HBW
287
Hazlett, Burt & Watson
West Virginia
$2K – – –
TF
288
TimeScale Financial
Massachusetts
$1.38K +$145 +2 +12%
FFA
289
Farther Finance Advisors
California
$1.07K +$1.07K +15 New
AW
290
Avion Wealth
Texas
$1K – – –
RFA
291
Register Financial Advisors
Georgia
$569 +$569 +8 New
TBC
292
Ted Buchan & Co
California
– -$5.37M -71,156 Closed
MFG
293
Marmo Financial Group
Tennessee
– -$5.3M -70,216 Closed
BCM
294
Brookstone Capital Management
Illinois
– -$3.66M -46,908 Closed
CL
295
CIM LLC
New York
– -$3.72M -46,311 Closed
VCM
296
Virtue Capital Management
Tennessee
– -$3.01M -39,941 Closed
CW
297
Connectus Wealth
Ohio
– -$2.67M -35,331 Closed
SFG
298
Sowa Financial Group
Rhode Island
– -$2.26M -29,952 Closed
HF
299
HRT Financial
New York
– -$950K -12,593 Closed
SFWA
300
Summit Financial Wealth Advisors
Louisiana
– -$933K -12,364 Closed
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12
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