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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
KWA
3
Kellett Wealth Advisors
Ohio
$10.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
5
GWM
5
GDS Wealth Management
Texas
$9.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
MSAM
351
Moloney Securities Asset Management
Missouri
– – -43,243 Closed
FTUS
352
Flow Traders U.S.
New York
– – -18,827 Closed
QIM
353
Quantitative Investment Management
Virginia
– – -18,647 Closed
CA
354
Calton & Associates
Florida
– – -11,732 Closed
KF
355
Krilogy Financial
Missouri
– – -10,842 Closed
NA
356
Navellier & Associates
Nevada
– – -4,596 Closed
CFA
357
Carroll Financial Associates
North Carolina
– – -3,628 Closed
KPW
358
Kore Private Wealth
New York
– – -2,533 Closed
NEWAS
359
N.E.W. Advisory Services
Wisconsin
– – -2,520 Closed
DY
360
Dowling & Yahnke
California
– – -2,470 Closed
AP
361
Advisors Preferred
Maryland
– – -2,151 Closed
IWA
362
IBEX Wealth Advisors
New Jersey
– – -2,090 Closed
CI
363
CX Institutional
Indiana
– – -697 Closed
JPLA
364
Joseph P. Lucia & Associates
New York
– – -570 Closed
JCM
365
Jacobi Capital Management
Pennsylvania
– – -457 Closed
GPA
366
Guidance Point Advisors
Massachusetts
– – -364 Closed
RIA
367
RPG Investment Advisory
California
– – -224 Closed
PCG
368
Private Capital Group
Connecticut
– – -110 Closed
MWM
369
Mascoma Wealth Management
New Hampshire
– – -101 Closed
GRP
370
Global Retirement Partners
California
– – -100 Closed
CG
371
Cutler Group
California
– – -100 Closed
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