IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Atticus Wealth Management
Florida
$25.8K – – –
RIL
327
Rothschild Investment LLC
Illinois
$24.9K -$11.1K -116 -31%
AWM
328
Aspire Wealth Management
Massachusetts
$24.9K – – –
NSIM
329
North Star Investment Management
Illinois
$24.3K – – –
AIM
330
Anchor Investment Management
South Carolina
$22.7K – – –
PCFFS
331
Pacific Center for Financial Services
California
$22.6K – – –
PTC
332
Private Trust Company
Ohio
$19.1K – – –
AA
333
AlphaMark Advisors
Kentucky
$19K – – –
RLIM
334
Red Lighthouse Investment Management
New York
$17.6K – – –
HFS
335
Hantz Financial Services
Michigan
$17K +$17K +174 New
CJ
336
Caitlin John
Michigan
$16.9K -$2.01K -21 -11%
Simplex Trading
337
Simplex Trading
Illinois
$16K +$16K +173 New
CAL
338
Capital Analysts LLC
Pennsylvania
$15K – – –
NC
339
NewSquare Capital
Pennsylvania
$13.8K – – –
GRP
340
Global Retirement Partners
California
$13.1K – – –
KWAG
341
Kiely Wealth Advisory Group
North Carolina
$11.1K – – –
AA
342
Addison Advisors
Vermont
$9.57K – – –
WWP
343
WR Wealth Planners
Missouri
$8.7K +$8.7K +91 New
FCMT
344
Founders Capital Management (Texas)
Texas
$8.32K – – –
PP
345
Pacifica Partners
Canada
$8.06K +$8.06K +86 New
HIA
346
Harbor Investment Advisory
Maryland
$7.65K – – –
FPFS
347
First Personal Financial Services
North Carolina
$5.74K – – –
FFA
348
Founders Financial Alliance
North Carolina
$4.78K +$1.91K +20 +67%
GWSG
349
GPS Wealth Strategies Group
Colorado
$4.78K +$4.78K +50 New
PFBT
350
Parkside Financial Bank & Trust
Missouri
$4.31K – – –
12 13
14
15 16