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iShares US Financials ETF
IYF

Overview Fund Activity

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M

Top Buyers

1
WT
1
Washington Trust
Rhode Island
$20.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$131M
3
FCFC
3
First Citizens Financial Corp
Iowa
$5.56M
4
KAS
4
Kestra Advisory Services
Texas
$3.67M
5
VCM
5
Virtue Capital Management
Tennessee
$1.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$129M
2
SCA
2
Stillwater Capital Advisors
Pennsylvania
$4.63M
3
CG
3
Colony Group
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$18.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
301
Concord Wealth Partners
Virginia
$448 6 +6 New
CG
302
Colony Group
Massachusetts
– – -90,936 Closed
MCC
303
Money Concepts Capital
Florida
– – -34,789 Closed
TPSF
304
Texas Permanent School Fund
Texas
– – -12,900 Closed
Jane Street
305
Jane Street
New York
– – -12,356 Closed
HT
306
HAP Trading
New York
– – -10,003 Closed
APWA
307
Atlas Private Wealth Advisors
New Jersey
– – -6,300 Closed
MHS
308
M Holdings Securities
Oregon
– – -5,747 Closed
FCFC
309
First Commonwealth Financial Corp
Pennsylvania
– – -5,350 Closed
CAGAS
310
Capital Advisory Group Advisory Services
Minnesota
– – -4,500 Closed
Baird Financial Group
311
Baird Financial Group
Wisconsin
– – -4,413 Closed
DFG
312
Delta Financial Group
New Jersey
– – -4,311 Closed
CF
313
Centaurus Financial
California
– – -3,679 Closed
CWM
314
Concentrum Wealth Management
California
– – -3,645 Closed
BAM
315
Belpointe Asset Management
Nevada
– – -3,310 Closed
CS
316
Comerica Securities
Michigan
– – -3,036 Closed
YIA
317
YHB Investment Advisors
Connecticut
– – -2,875 Closed
V
318
Veritable
Delaware
– – -2,860 Closed
MHR
319
Matthew Hamilton Rosenberg
– – -568 Closed
EWA
320
EverSource Wealth Advisors
Alabama
– – -374 Closed
PA
321
PSI Advisors
Florida
– – -160 Closed
SMA
322
Sage Mountain Advisors
Georgia
– – -95 Closed
CG
323
Cutler Group
California
– – – –
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