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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$105K -$84.7K -886 -45%
SSB
277
Sandy Spring Bank
Maryland
$104K -$21K -220 -17%
AF
278
Allworth Financial
California
$102K – – –
WT
279
Whittier Trust
California
$100K – – –
S
280
SignatureFD
Georgia
$96.8K – – –
CWM
281
Compass Wealth Management
Connecticut
$95.7K – – –
GCM
282
Gables Capital Management
Florida
$91.8K -$153K -1,600 -63%
HI
283
Harbour Investments
Wisconsin
$90.1K +$37.3K +390 +71%
AWM
284
Angeles Wealth Management
California
$87.3K – – –
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$87.2K -$193K -2,018 -69%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$86.3K +$86.3K +908 New
FAM
287
Family Asset Management
South Carolina
$79.6K – – –
AEPWM
288
Atlantic Edge Private Wealth Management
Florida
$78.9K – – –
CTA
289
Colonial Trust Advisors
South Carolina
$76.1K -$7.56K -79 -9%
RIA
290
Realta Investment Advisors
Delaware
$74.8K +$74.8K +783 New
PWA
291
Provenance Wealth Advisors
Florida
$73.5K – – –
AAP
292
Arax Advisory Partners
Colorado
$71.1K +$191 +2 +0.3%
MAWCM
293
Mine & Arao Wealth Creation & Management
California
$69.6K +$287 +3 +0.4%
PS
294
Principal Securities
Iowa
$69.3K -$670 -7 -1%
BFS
295
Bare Financial Services
Pennsylvania
$62.7K – – –
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$61.6K -$70.6K -738 -53%
CSC
297
Caldwell Sutter Capital
California
$61.3K – – –
CFGS
298
Concourse Financial Group Securities
Alabama
$60.7K – – –
JWA
299
JFS Wealth Advisors
Pennsylvania
$59.8K +$191 +2 +0.3%
HCP
300
Hexagon Capital Partners
Arkansas
$57.4K – – –
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