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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
301
Missouri Trust & Investment Company
Missouri
$57.4K – – –
DFA
302
DHJJ Financial Advisors
Illinois
$56.7K – – –
CCA
303
Criterion Capital Advisors
Tennessee
$54.1K +$191 +2 +0.4%
IBOK
304
Independence Bank of Kentucky
Kentucky
$53.1K -$5.74K -60 -10%
SWM
305
Spire Wealth Management
Virginia
$52.2K -$16.6K -173 -24%
NFSG
306
Newbridge Financial Services Group
Florida
$50.8K -$139K -1,455 -73%
CT
307
Colonial Trust
South Carolina
$47.8K – – –
CTC
308
Central Trust Company
Missouri
$45.9K – – –
AGWCA
309
Annis Gardner Whiting Capital Advisors
Florida
$43.8K – – –
SR
310
Syntax Research
Florida
$38.6K – – –
KFS
311
Kelly Financial Services
Massachusetts
$38.5K +$96 +1 +0.2%
RA
312
Rise Advisors
New York
$38.3K +$96 +1 +0.3%
SWM
313
Sugarloaf Wealth Management
Georgia
$36.3K – – –
WIM
314
Westside Investment Management
California
$35.9K -$8.7K -91 -20%
FP
315
Financial Perspectives
Minnesota
$33K – – –
GTAM
316
Global Trust Asset Management
Florida
$32K +$14.3K +150 +81%
IA
317
IFP Advisors
Florida
$31.9K – – –
FFA
318
Farther Finance Advisors
California
$30.7K +$14.9K +157 +95%
BWL
319
Bogart Wealth LLC
Virginia
$29.7K – – –
CFFP
320
Center for Financial Planning
Michigan
$29.7K – – –
PA
321
Parallel Advisors
California
$28.9K – – –
MIM
322
MTM Investment Management
South Carolina
$28.7K – – –
WPA
323
West Paces Advisors
Georgia
$28.2K -$24.4K -255 -46%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$27K – – –
DCM
325
Davis Capital Management
Florida
$26.6K -$2.19K -23 -8%
11 12
13
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