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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
301
Principal Securities
Iowa
$126K +$12.4K +119 +11%
GRP
302
Global Retirement Partners
California
$120K -$31.2K -300 -21%
AF
303
Advisornet Financial
Minnesota
$119K +$415 +4 +0.3%
FHA
304
First Horizon Advisors
Tennessee
$119K – – –
BTI
305
Blue Trust Inc
Georgia
$118K +$5.96K +63 +5%
HDIM
306
Hanson & Doremus Investment Management
Vermont
$115K – – –
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$114K – – –
SSB
308
Sandy Spring Bank
Maryland
$113K +$104 +1 +0.1%
AF
309
Allworth Financial
California
$110K – – –
S
310
SignatureFD
Georgia
$106K – – –
CWM
311
Compass Wealth Management
Connecticut
$104K – – –
GCM
312
Gables Capital Management
Florida
$99.7K – – –
RIL
313
Rothschild Investment LLC
Illinois
$96.6K +$69.6K +670 +258%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$94.3K – – –
CFGS
315
Concourse Financial Group Securities
Alabama
$91.3K +$19.1K +184 +26%
SWM
316
Spire Wealth Management
Virginia
$88.4K +$29.7K +286 +51%
FAM
317
Family Asset Management
South Carolina
$86.4K – – –
AEPWM
318
Atlantic Edge Private Wealth Management
Florida
$85.7K – – –
PWA
319
Provenance Wealth Advisors
Florida
$79.8K – – –
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.7K – – –
AIM
321
Anchor Investment Management
South Carolina
$72K +$54.9K +528 +320%
BFS
322
Bare Financial Services
Pennsylvania
$71.5K – – –
CTA
323
Colonial Trust Advisors
South Carolina
$67.1K – – –
CSC
324
Caldwell Sutter Capital
California
$66.6K – – –
JWA
325
JFS Wealth Advisors
Pennsylvania
$65.4K +$311 +3 +0.5%
11 12
13
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