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iShares US Financials ETF
IYF

Overview Fund Activity

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M
2
SG Americas Securities
2
SG Americas Securities
New York
$63.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$168M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$30.3M
5
PCH
5
PGIM Custom Harvest
New Jersey
$18.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.3M
3
Wells Fargo
3
Wells Fargo
California
$28.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$447K
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
301
Avion Wealth
Texas
$1K – – –
RFA
302
Register Financial Advisors
Georgia
$598 – – –
CWP
303
Concord Wealth Partners
Virginia
$449 – – –
PG
304
Prostatis Group
Maryland
– -$81.8K -81,847 Closed
FHC
305
First Heartland Consultants
Missouri
– -$1.66M -22,198 Closed
PRS
306
Pinkerton Retirement Specialists
Idaho
– -$1.37M -18,425 Closed
SAM
307
Silvercrest Asset Management
New York
– -$719K -9,640 Closed
BWP
308
Balboa Wealth Partners
Arizona
– -$564K -7,563 Closed
CCFM
309
Clear Creek Financial Management
Washington
– -$498K -6,681 Closed
AWM
310
Apollon Wealth Management
South Carolina
– -$392K -5,254 Closed
SHFP
311
Second Half Financial Partners
Florida
– -$385K -5,160 Closed
SIG
312
Sargent Investment Group
Maryland
– -$383K -5,130 Closed
Walleye Trading
313
Walleye Trading
New York
– -$354K -4,742 Closed
TA
314
TFB Advisors
Kansas
– -$274K -3,672 Closed
HWA
315
HCR Wealth Advisors
California
– -$252K -3,384 Closed
FA
316
Fiduciary Alliance
South Carolina
– -$139K -1,857 Closed
PIAS
317
PCA Investment Advisory Services
Ohio
– -$92.8K -1,243 Closed
1832 Asset Management
318
1832 Asset Management
Ontario, Canada
– -$62.8K -842 Closed
TFP
319
Tilia Fiduciary Partners
North Carolina
– -$39.7K -532 Closed
KM
320
Kalos Management
Georgia
– -$31.9K -427 Closed
WP
321
WealthPLAN Partners
Nebraska
– -$30.9K -414 Closed
Simplex Trading
322
Simplex Trading
Illinois
– -$21K -285 Closed
FMP
323
Financial Management Professionals
Texas
– -$11K -144 Closed
HS
324
Horan Securities
United States
– -$10.6K -142 Closed
FBC
325
Fairfield, Bush & Co
Connecticut
– -$7.46K -100 Closed
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