IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
301
Venture Visionary Partners
Ohio
$5.95K 85 +85 New
FPFS
302
First Personal Financial Services
North Carolina
$4K 60 – –
TC
303
Trust Company
Kansas
$4K 52 – –
AW
304
Avion Wealth
Texas
$4K 56 +56 New
AF
305
Advisornet Financial
Minnesota
$3K 36 – –
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$2.8K 38,949 +2,415 +7%
HBW
307
Hazlett, Burt & Watson
West Virginia
$2K 30 – –
RG
308
Retirement Group
California
$2K 32 – –
LFG
309
Larson Financial Group
Missouri
$2K 25 +25 New
CWA
310
Clearview Wealth Advisors
Oregon
$1K 20 – –
GLLW
311
Graves Light Lenhart Wealth
Virginia
$1K 14 – –
TF
312
TimeScale Financial
Massachusetts
$1K 17 – –
BRWM
313
B. Riley Wealth Management
Tennessee
$209 2,992 +2,992 New
WIM
314
Westside Investment Management
California
$27 390 – –
KWA
315
Kellett Wealth Advisors
Ohio
– – -134,702 Closed
KCM
316
Karp Capital Management
California
– – -60,205 Closed
WA
317
Wealthstar Advisors
Texas
– – -53,719 Closed
CIAS
318
CFS Investment Advisory Services
New Jersey
– – -15,131 Closed
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
– – -13,700 Closed
OMC
320
Old Mission Capital
Illinois
– – -12,539 Closed
VCM
321
Virtue Capital Management
Tennessee
– – -11,327 Closed
BlackRock
322
BlackRock
New York
– – -9,593 Closed
GC
323
Grimes & Company
Massachusetts
– – -8,787 Closed
RFWA
324
RPg Family Wealth Advisory
Massachusetts
– – -8,597 Closed
AFP
325
Ausdal Financial Partners
Iowa
– – -8,400 Closed
11 12
13
14 15