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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
T
326
Tidemark
California
$159K 1,440 +1,440 New
FIM
327
FWL Investment Management
Texas
$158K 1,433 +1,433 New
PS
328
Principal Securities
Iowa
$151K 1,366 +152 +13%
BTI
329
Blue Trust Inc
Georgia
$142K 1,288 +45 +4%
BMC
330
Bear Mountain Capital
Washington
$140K 1,200 – –
FRA
331
Front Row Advisors
California
$137K 1,235 – –
CFGS
332
Concourse Financial Group Securities
Alabama
$136K 1,166 +287 +33%
FHA
333
First Horizon Advisors
Tennessee
$135K 1,225 +80 +7%
CJH
334
Christopher J. Hasenberg
Wisconsin
$130K 1,178 +1,178 New
AF
335
Advisornet Financial
Minnesota
$128K 1,154 +4 +0.3%
AF
336
Allworth Financial
California
$123K 1,062 – –
HDIM
337
Hanson & Doremus Investment Management
Vermont
$123K 1,108 – –
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$122K 1,100 – –
SSB
339
Sandy Spring Bank
Maryland
$121K 1,093 +1 +0.1%
S
340
SignatureFD
Georgia
$113K 1,018 – –
CWM
341
Compass Wealth Management
Connecticut
$111K 1,000 – –
GCM
342
Gables Capital Management
Florida
$110K 995 +35 +4%
CF
343
Centaurus Financial
California
$101K 911 +911 New
PMAM
344
Picton Mahoney Asset Management
Ontario, Canada
$100K 900 +900 New
RIL
345
Rothschild Investment LLC
Illinois
$97K 877 -53 -6%
AEPWM
346
Atlantic Edge Private Wealth Management
Florida
$91.2K 825 – –
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.1K 729 – –
PWA
348
Provenance Wealth Advisors
Florida
$84.9K 768 – –
IA
349
IFP Advisors
Florida
$81.5K 736 +626 +569%
AG
350
AmeriFlex Group
Nevada
$80K 677 +677 New
12 13
14
15 16