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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$134M
5
CAN
5
Cetera Advisor Networks
California
$7.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
301
Matthew Hamilton Rosenberg
$49K – – –
ZIG
302
Zullo Investment Group
Pennsylvania
$46K +$46K +536 New
TFP
303
Tilia Fiduciary Partners
North Carolina
$45K +$45K +517 New
EI
304
Ellevest Inc
New York
$43K – – –
KFS
305
Kelly Financial Services
Massachusetts
$41.8K +$173 +2 +0.4%
PA
306
Parallel Advisors
California
$38K +$11.9K +138 +46%
SWM
307
Sugarloaf Wealth Management
Georgia
$36K – – –
FP
308
Financial Perspectives
Minnesota
$34.5K – – –
MIM
309
MTM Investment Management
South Carolina
$34K – – –
BAM
310
Barrett Asset Management
New York
$28K – – –
CFFP
311
Center for Financial Planning
Michigan
$27K – – –
CPA
312
Cardiff Park Advisors
California
$27K +$27K +308 New
PB
313
Pinnacle Bancorp
Nebraska
$25K – – –
ODG
314
O'Dell Group
Ohio
$24K – – –
AWM
315
Aspire Wealth Management
Massachusetts
$23K +$23K +260 New
EW
316
Evoke Wealth
California
$23K +$23K +262 New
NSIM
317
North Star Investment Management
Illinois
$22K +$87 +1 +0.4%
AWM
318
Atticus Wealth Management
Florida
$22K +$170 +2 +0.8%
MA
319
MUFG Americas
New York
$21K – – –
LWANC
320
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
MAM
321
Mystic Asset Management
Rhode Island
$19K +$19K +225 New
BFEC
322
Benjamin F. Edwards & Company
Missouri
$18K -$751K -8,591 -98%
RP
323
Rice Partnership
Hawaii
$17K +$17K +200 New
AWA
324
Amplius Wealth Advisors
Pennsylvania
$17K +$17K +204 New
AWM
325
Avior Wealth Management
Nebraska
$16K – – –
11 12
13
14 15