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iShares US Financials ETF
IYF

Overview Fund Activity

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$173M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169M
3
PCH
PGIM Custom Harvest
New Jersey
$73.2M
4
Goldman Sachs
Goldman Sachs
New York
$105M
5
PFS
Prospera Financial Services
Texas
$11.6M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.29M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$74.6M
3
WT
Washington Trust
Rhode Island
$9.1M
4
Bank of America
Bank of America
North Carolina
$176M
5
GWM
GDS Wealth Management
Texas
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWM
301
Royal Capital Wealth Management
Indiana
$226K – – –
FRA
302
Frank Rimerman Advisors
California
$225K – – –
FA
303
Fiduciary Alliance
South Carolina
$225K +$9.59K +85 +4%
VCM
304
Vision Capital Management
Oregon
$223K +$223K +1,974 New
GF
305
Gries Financial
Ohio
$221K +$221K +1,962 New
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$221K +$99 +1 +0%
YIA
307
YHB Investment Advisors
Connecticut
$220K – – –
WA
308
WP Advisors
California
$216K +$677 +6 +0.3%
First Trust Advisors
309
First Trust Advisors
Illinois
$216K – – –
MC
310
Moors & Cabot
Massachusetts
$213K +$213K +1,883 New
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
$212K -$7.34K -65 -3%
AP
312
Americana Partners
Texas
$206K – – –
Pathstone Holdings
313
Pathstone Holdings
New Jersey
$205K -$126K -1,114 -38%
SAG
314
SageView Advisory Group
California
$205K -$451 -4 -0.2%
Empower Advisory Group
315
Empower Advisory Group
Colorado
$202K +$202K +1,791 New
CP
316
Clarendon Private
Massachusetts
$202K +$202K +1,790 New
TWC
317
TD Waterhouse Canada
Ontario, Canada
$192K – – –
GCM
318
Gables Capital Management
Florida
$181K +$68.8K +610 +61%
Q1WB
319
Quest 10 Wealth Builders
Virginia
$178K -$62.2K -551 -26%
Franklin Resources
320
Franklin Resources
California
$169K – – –
EWA
321
EP Wealth Advisors
California
$167K +$167K +1,480 New
IA
322
IFP Advisors
Florida
$163K +$79.4K +703 +96%
NS
323
NBC Securities
Alabama
$162K +$162K +1,437 +143,700%
PS
324
Principal Securities
Iowa
$151K – – –
FIM
325
FWL Investment Management
Texas
$148K -$14.1K -125 -9%
11 12
13
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