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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
276
Larson Financial Group
Missouri
$309K +$2.77K +25 +0.9%
WHC
277
Wulff, Hansen & Co
California
$307K – – –
IAA
278
Independent Advisor Alliance
North Carolina
$306K +$306K +2,764 New
IAG
279
Investment Advisory Group
Massachusetts
$302K -$8.74K -79 -3%
CIC
280
Carnegie Investment Counsel
Ohio
$300K – – –
MEG
281
Millstone Evans Group
Colorado
$299K +$299K +2,706 New
IIA
282
IPG Investment Advisors
California
$296K +$64.9K +587 +28%
GL
283
Graypoint LLC
New York
$294K +$294K +2,656 New
CA
284
Clearstead Advisors
Ohio
$293K – – –
RIA
285
Regal Investment Advisors
Michigan
$292K – – –
DAS
286
Dynamic Advisor Solutions
Arizona
$290K -$64.4K -582 -18%
FWCM
287
Ferguson Wellman Capital Management
Oregon
$290K – – –
CL
288
Choreo LLC
Illinois
$285K +$22.1K +200 +8%
DWM
289
Dakota Wealth Management
Florida
$283K – – –
HNWAG
290
High Net Worth Advisory Group
Florida
$276K – – –
WWM
291
Western Wealth Management
Colorado
$273K +$273K +2,468 New
PIN
292
Prudent Investors Network
California
$271K -$81.3K -735 -23%
FA
293
Financial Alternatives
California
$266K – – –
WTC
294
WhitTier Trust Company
Nevada
$263K -$23.2K -210 -8%
TA
295
TrueWealth Advisors
Alabama
$262K -$1.66K -15 -0.6%
SFA
296
Sequoia Financial Advisors
Ohio
$255K +$255K +2,309 New
MCC
297
Money Concepts Capital
Florida
$254K +$22.5K +203 +10%
CAM
298
Carret Asset Management
New York
$251K -$9.95K -90 -4%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$248K +$147K +1,320 +145%
WWC
300
Waypoint Wealth Counsel
Georgia
$243K +$995 +9 +0.4%
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