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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
301
Saxony Capital Management
Missouri
$242K 2,192 +228 +12%
SWM
302
SeaCrest Wealth Management
New York
$241K 2,181 -1 -0%
CAM
303
Cresset Asset Management
Illinois
$241K 2,176 -402 -16%
AWA
304
Adapt Wealth Advisors
Georgia
$238K 2,150 – –
Q1WB
305
Quest 10 Wealth Builders
Virginia
$236K 2,130 +2,130 New
DC
306
Darrow Company
Massachusetts
$227K 2,054 – –
VCM
307
Vivaldi Capital Management
Illinois
$224K 1,902 +1,902 New
AA
308
Advisory Alpha
Michigan
$224K 2,027 +13 +0.6%
RCWM
309
Royal Capital Wealth Management
Indiana
$221K 2,000 – –
FRA
310
Frank Rimerman Advisors
California
$220K 1,992 – –
YIA
311
YHB Investment Advisors
Connecticut
$216K 1,950 – –
Kovitz Investment Group Partners
312
Kovitz Investment Group Partners
Illinois
$215K 1,942 -22 -1%
Focus Partners Wealth
313
Focus Partners Wealth
Massachusetts
$213K 1,928 +1,928 New
First Trust Advisors
314
First Trust Advisors
Illinois
$211K 1,912 +1,912 New
WA
315
WP Advisors
California
$211K 1,908 +1,908 New
FA
316
Fiduciary Alliance
South Carolina
$211K 1,906 +1,906 New
AWS
317
Atria Wealth Solutions
New York
$210K 1,898 +1,898 New
LCGC
318
Legacy Capital Group California
California
$204K 1,849 +1,849 New
PA
319
PFG Advisors
Arizona
$204K 1,842 +1,842 New
AP
320
Americana Partners
Texas
$202K 1,827 +1,827 New
SAG
321
SageView Advisory Group
California
$201K 1,821 +1,821 New
TWC
322
TD Waterhouse Canada
Ontario, Canada
$189K 1,706 -72 -4%
US Bancorp
323
US Bancorp
Minnesota
$183K 1,654 – –
Franklin Resources
324
Franklin Resources
California
$166K 1,500 – –
GRP
325
Global Retirement Partners
California
$161K 1,460 +302 +26%
11 12
13
14 15