IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIP
326
Live Oak Investment Partners
Texas
$7K -$5.91K – –
HIA
327
Harbor Investment Advisory
Maryland
$6.83K – – –
IHWM
328
Iron Horse Wealth Management
Iowa
$6.83K – – –
SIS
329
Sound Income Strategies
Florida
$6.24K +$6.24K +73 New
FPFS
330
First Personal Financial Services
North Carolina
$5.13K – – –
PFBT
331
Parkside Financial Bank & Trust
Missouri
$3.84K +$3.84K +45 New
GI
332
Gradient Investments
Minnesota
$3.25K – – –
OP
333
ORG Partners
Indiana
$3.25K +$3.25K +38 New
AF
334
Advisornet Financial
Minnesota
$3.18K – – –
HBW
335
Hazlett, Burt & Watson
West Virginia
$3K – – –
RG
336
Retirement Group
California
$2.73K – – –
FFA
337
Founders Financial Alliance
North Carolina
$2.56K – – –
IGWM
338
ICA Group Wealth Management
Colorado
$2.14K +$2.14K +25 New
AW
339
Avion Wealth
Texas
$2K – – –
RFA
340
Register Financial Advisors
Georgia
$683 – – –
CWP
341
Concord Wealth Partners
Virginia
$512 – – –
Manulife (Manufacturers Life Insurance)
342
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$89M -1,190,523 Closed
SG Americas Securities
343
SG Americas Securities
New York
– -$63.1M -844,228 Closed
FTUS
344
Flow Traders U.S.
New York
– -$1.92M -25,725 Closed
CAM
345
Cresset Asset Management
Illinois
– -$1.05M -14,059 Closed
DI
346
DAGCO Inc
Ohio
– -$2.55M -6,559 Closed
CWM
347
C2C Wealth Management
Arizona
– -$405K -5,495 Closed
N
348
Natixis
France
– -$376K -4,996 Closed
GC
349
Giverny Capital
Quebec, Canada
– -$210K -2,803 Closed
RIA
350
Realta Investment Advisors
Delaware
– -$75.3K -1,009 Closed
11 12 13
14
15