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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
351
J.W. Cole Advisors
Florida
– -$585K -6,747 Closed
OPWM
352
Oxinas Partners Wealth Management
Indiana
– -$574K -6,619 Closed
PAS
353
Park Avenue Securities
New York
– -$573K -6,611 Closed
FEM
354
Fulcrum Equity Management
Texas
– -$516K -5,956 Closed
WA
355
WESPAC Advisors
California
– -$512K -5,904 Closed
CF
356
Centaurus Financial
California
– -$481K -5,548 Closed
PFA
357
Pettinga Financial Advisors
Indiana
– -$406K -4,685 Closed
CW
358
CreativeOne Wealth
Kansas
– -$393K -4,539 Closed
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
– -$307K -3,540 Closed
MWM
360
Mattern Wealth Management
Kansas
– -$300K -3,462 Closed
DL
361
DOHJ LLC
Washington
– -$300K -3,459 Closed
RFM
362
Royal Fund Management
Florida
– -$242K -2,801 Closed
CS
363
Credit Suisse
Switzerland
– -$238K -2,740 Closed
CCA
364
Clearwater Capital Advisors
Illinois
– -$236K -2,728 Closed
DTL
365
Dynamic Technology Lab
Singapore
– -$222K -2,563 Closed
JSW
366
Journey Strategic Wealth
New Jersey
– -$200K -2,304 Closed
WWM
367
Windsor Wealth Management
Indiana
– -$201K -2,245 Closed
EVM
368
Eaton Vance Management
Massachusetts
– -$85K -984 Closed
TCWM
369
Total Clarity Wealth Management
Illinois
– -$61K -704 Closed
BAM
370
Barrett Asset Management
New York
– -$28K -320 Closed
MAM
371
Mystic Asset Management
Rhode Island
– -$19K -225 Closed
AWA
372
Amplius Wealth Advisors
Pennsylvania
– -$17K -204 Closed
RP
373
Rice Partnership
Hawaii
– -$17K -200 Closed
AWM
374
Avior Wealth Management
Nebraska
– -$16K -196 Closed
RPCONE
375
Retirement Planning Company of New England
Rhode Island
– -$16K -186 Closed
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