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iShares US Financials ETF
IYF

Overview Fund Activity

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.7M
3
DZ Bank
3
DZ Bank
Germany
$7.69M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
CI
5
CX Institutional
Indiana
$4.56M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.6M
3
CG
3
Colony Group
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$29M
5
CL
5
CIM LLC
New York
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
301
Deutsche Bank
Germany
– -$414K -5,917 Closed
KM
302
Kalos Management
Georgia
– -$389K -5,473 Closed
OCPWS
303
One Charles Private Wealth Services
Massachusetts
– -$366K -5,259 Closed
Comerica Bank
304
Comerica Bank
Texas
– -$351K -4,850 Closed
Renaissance Technologies
305
Renaissance Technologies
New York
– -$308K -4,400 Closed
CA
306
CoreCap Advisors
Michigan
– -$286K -4,084 Closed
VC
307
Vicus Capital
Pennsylvania
– -$254K -3,625 Closed
5L
308
55I LLC
Massachusetts
– -$238K -3,406 Closed
WP
309
WealthSource Partners
California
– -$232K -3,315 Closed
TI
310
Trexquant Investment
Connecticut
– -$231K -3,302 Closed
OAM
311
Occidental Asset Management
California
– -$228K -3,257 Closed
VA
312
Valmark Advisers
Ohio
– -$219K -3,132 Closed
KPWS
313
Kestra Private Wealth Services
Texas
– -$209K -2,981 Closed
TSS
314
Two Sigma Securities
New York
– -$201K -2,878 Closed
V
315
Veritable
Delaware
– -$200K -2,860 Closed
TCWM
316
Total Clarity Wealth Management
Illinois
– -$49K -704 Closed
JPLA
317
Joseph P. Lucia & Associates
New York
– -$40K -570 Closed
CPA
318
Cardiff Park Advisors
California
– -$22K -311 Closed
BW
319
Bison Wealth
Georgia
– -$20K -288 Closed
FBC
320
Fairfield, Bush & Co
Connecticut
– -$7K -100 Closed
PTC
321
Private Trust Company
Ohio
– -$6K -87 Closed
VVP
322
Venture Visionary Partners
Ohio
– -$5.95K -85 Closed
RG
323
Retirement Group
California
– -$2K -32 Closed
CWA
324
Clearview Wealth Advisors
Oregon
– -$1K -20 Closed
GLLW
325
Graves Light Lenhart Wealth
Virginia
– -$1K -14 Closed
9 10 11 12
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