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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
326
Global Retirement Partners
California
$273K +$273K +2,253 New
Focus Partners Wealth
327
Focus Partners Wealth
Massachusetts
$271K +$17.5K +145 +7%
ISWM
328
Independent Solutions Wealth Management
New York
$269K +$25.5K +211 +10%
WWC
329
Waypoint Wealth Counsel
Georgia
$268K +$968 +8 +0.4%
CAM
330
Cresset Asset Management
Illinois
$263K – – –
CAM
331
Carret Asset Management
New York
$263K -$6.05K -50 -2%
AWA
332
Adapt Wealth Advisors
Georgia
$260K – – –
BlackRock
333
BlackRock
New York
$260K -$274K -2,266 -51%
WA
334
Wealthstar Advisors
Texas
$258K -$2.18M -18,017 -89%
Empower Advisory Group
335
Empower Advisory Group
Colorado
$252K +$35.6K +294 +16%
DC
336
Darrow Company
Massachusetts
$249K – – –
RCWM
337
Royal Capital Wealth Management
Indiana
$242K – – –
CA
338
Clearstead Advisors
Ohio
$242K – – –
FA
339
Fiduciary Alliance
South Carolina
$242K +$726 +6 +0.3%
FRA
340
Frank Rimerman Advisors
California
$241K – – –
XT
341
XTX Topco
Cayman Islands
$239K +$239K +1,977 New
VCM
342
Vision Capital Management
Oregon
$239K – – –
YIA
343
YHB Investment Advisors
Connecticut
$236K – – –
WA
344
WP Advisors
California
$232K +$726 +6 +0.3%
TF
345
Tudor Financial
Ohio
$228K +$228K +1,885 New
AP
346
Americana Partners
Texas
$221K – – –
Pathstone Holdings
347
Pathstone Holdings
New Jersey
$220K – – –
PIA
348
Perennial Investment Advisors
California
$220K +$220K +1,819 New
TWC
349
TD Waterhouse Canada
Ontario, Canada
$220K +$12.4K +102 +6%
CAM
350
Creekmur Asset Management
Illinois
$218K -$317K -2,620 -59%
12 13
14
15 16