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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
326
WJ Wealth Management
Arizona
– -$570K -6,755 Closed
EAM
327
Evanson Asset Management
California
– -$440K -5,200 Closed
AWS
328
Atria Wealth Solutions
New York
– -$369K -4,370 Closed
GL
329
Graypoint LLC
New York
– -$359K -4,244 Closed
RE
330
RBC Europe
United Kingdom
– -$334K -3,951 Closed
F
331
F3Logic
Minnesota
– -$295K -3,513 Closed
TLFA
332
True Link Financial Advisors
California
– -$274K -3,244 Closed
FWCM
333
Ferguson Wellman Capital Management
Oregon
– -$270K -3,190 Closed
ACM
334
AlphaStar Capital Management
North Carolina
– -$257K -3,044 Closed
SCA
335
Scott Capital Advisors
Oregon
– -$254K -3,005 Closed
NEWAS
336
N.E.W. Advisory Services
Wisconsin
– -$218K -2,912 Closed
WA
337
WP Advisors
California
– -$240K -2,837 Closed
IAG
338
Investment Advisory Group
Massachusetts
– -$235K -2,805 Closed
AIP
339
Almanack Investment Partners
Pennsylvania
– -$236K -2,791 Closed
SMC
340
Smith, Moore & Co
Missouri
– -$234K -2,767 Closed
RIA
341
Regal Investment Advisors
Michigan
– -$233K -2,760 Closed
RCAG
342
Rehmann Capital Advisory Group
Michigan
– -$232K -2,750 Closed
ASN
343
Advisory Services Network
Georgia
– -$230K -2,719 Closed
AB
344
Atlas Brown
Kentucky
– -$228K -2,694 Closed
OPS
345
Orion Portfolio Solutions
Nebraska
– -$227K -2,684 Closed
VAFP
346
Vahanian & Associates Financial Planning
New York
– -$221K -2,610 Closed
LWP
347
Legacy Wealth Planning
Nevada
– -$216K -2,552 Closed
ATPW
348
Ashton Thomas Private Wealth
Arizona
– -$203K -2,401 Closed
SFP
349
Sweet Financial Partners
Minnesota
– -$203K -2,400 Closed
KOC
350
Koss-Olinger Consulting
Florida
– -$202K -2,389 Closed
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