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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
CG
3
Colony Group
Massachusetts
$7.27M
4
BCM
4
Brookstone Capital Management
Illinois
$3.66M
5
NMG
5
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$15K – – –
PTC
302
Private Trust Company
Ohio
$15K +$15K +200 New
RLIM
303
Red Lighthouse Investment Management
New York
$13.9K +$13.9K +184 New
PA
304
PSI Advisors
Florida
$12.1K – – –
CAL
305
Capital Analysts LLC
Pennsylvania
$12K -$18.8K -245 -61%
NC
306
NewSquare Capital
Pennsylvania
$11.5K +$11.5K +152 New
USCWA
307
U.S. Capital Wealth Advisors
Texas
$11K +$11K +146 New
HS
308
Horan Securities
United States
$10.7K – – –
AA
309
Addison Advisors
Vermont
$7.55K – – –
HIA
310
Harbor Investment Advisory
Maryland
$6.04K – – –
FPFS
311
First Personal Financial Services
North Carolina
$4.53K – – –
GI
312
Gradient Investments
Minnesota
$2.87K – – –
IGWM
313
ICA Group Wealth Management
Colorado
$2.83K +$2.83K +35 New
AF
314
Advisornet Financial
Minnesota
$2.76K +$75 +1 +3%
FFA
315
Founders Financial Alliance
North Carolina
$2.26K -$58.7K -778 -96%
HBW
316
Hazlett, Burt & Watson
West Virginia
$2K – – –
RG
317
Retirement Group
California
$2K +$2K +32 New
TF
318
TimeScale Financial
Massachusetts
$1.16K – – –
AW
319
Avion Wealth
Texas
$1K – – –
WIM
320
Westside Investment Management
California
$35 +$6 +75 +19%
DZ Bank
321
DZ Bank
Germany
– -$7.69M -113,800 Closed
Prudential Financial
322
Prudential Financial
New Jersey
– -$4.6M -67,458 Closed
FTUS
323
Flow Traders U.S.
New York
– -$1.53M -22,686 Closed
MFG
324
Merit Financial Group
Georgia
– -$436K -6,455 Closed
BWM
325
Bulltick Wealth Management
Florida
– -$361K -5,339 Closed
10 11 12
13
14