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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
PCH
3
PGIM Custom Harvest
New Jersey
$10.8M
4
CG
4
Colony Group
Massachusetts
$7.27M
5
TBC
5
Ted Buchan & Co
California
$5.37M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
326
Almanack Investment Partners
Pennsylvania
– – -5,195 Closed
CS
327
Credit Suisse
Switzerland
– – -4,580 Closed
M&T Bank
328
M&T Bank
New York
– – -4,484 Closed
CCA
329
Cadent Capital Advisors
Oklahoma
– – -4,000 Closed
ICG
330
InterOcean Capital Group
Tennessee
– – -3,900 Closed
WGCA
331
Wolf Group Capital Advisors
Virginia
– – -3,872 Closed
CWM
332
Congress Wealth Management
Massachusetts
– – -3,434 Closed
Bessemer Group
333
Bessemer Group
New Jersey
– – -2,621 Closed
GH
334
GAM Holding
Switzerland
– – -626 Closed
Simplex Trading
335
Simplex Trading
Illinois
– – -516 Closed
ODG
336
O'Dell Group
Ohio
– – -280 Closed
GWSG
337
GPS Wealth Strategies Group
Colorado
– – -275 Closed
EW
338
Evoke Wealth
California
– – -262 Closed
TIM
339
Tevis Investment Management
Texas
– – -245 Closed
MA
340
MUFG Americas
New York
– – -238 Closed
CAAS
341
Capital Asset Advisory Services
Michigan
– – -145 Closed
GWS
342
Glassman Wealth Services
Virginia
– – -140 Closed
MAM
343
Meeder Asset Management
Ohio
– – -112 Closed
CG
344
Cutler Group
California
– – -100 Closed
TC
345
Trust Company
Kansas
– – -52 Closed
VNA
346
Valley National Advisers
Pennsylvania
$0 6 – –
HH
347
HWG Holdings
Texas
$0 1 +1 New
10 11 12 13
14