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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
3
LPL Financial
California
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
DZ Bank
3
DZ Bank
Germany
$239K
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$194M
5
PF
5
Phoenix Financial
Israel
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
351
Farther Finance Advisors
California
$10.2K -$20.4K -215 -67%
PIS
352
POM Investment Strategies
North Carolina
$9.55K +$9.55K +101 New
AA
353
Addison Advisors
Vermont
$9.46K – – –
WWP
354
WR Wealth Planners
Missouri
$8.61K – – –
FCMT
355
Founders Capital Management (Texas)
Texas
$8.23K – – –
LOIP
356
Live Oak Investment Partners
Texas
$8.23K – – –
PP
357
Pacifica Partners
Canada
$8.2K – – –
FPFS
358
First Personal Financial Services
North Carolina
$5.68K – – –
Simplex Trading
359
Simplex Trading
Illinois
$5K -$8.73K -110 -64%
FFA
360
Founders Financial Alliance
North Carolina
$4.73K – – –
PFBT
361
Parkside Financial Bank & Trust
Missouri
$4.26K – – –
OP
362
ORG Partners
Indiana
$3.6K +$3.6K +38 New
HBW
363
Hazlett, Burt & Watson
West Virginia
$3K – – –
FHC
364
First Heartland Consultants
Missouri
$2.77K -$33 -353 -1%
IGWM
365
ICA Group Wealth Management
Colorado
$2.36K – – –
AW
366
Avion Wealth
Texas
$2K – – –
RFA
367
Register Financial Advisors
Georgia
$757 – – –
KIG
368
Kessler Investment Group
Indiana
$312 – – –
Fidelity International
369
Fidelity International
Bermuda
– -$38.9M -406,580 Closed
WA
370
Wealthstar Advisors
Texas
– -$2.01M -21,037 Closed
BWA
371
Beam Wealth Advisors
Louisiana
– -$638K -6,669 Closed
LNC
372
Lincoln National Corp
Pennsylvania
– -$637K -6,658 Closed
DFG
373
Delta Financial Group
New Jersey
– -$475K -4,968 Closed
CIBC World Market
374
CIBC World Market
Ontario, Canada
– -$441K -4,606 Closed
MWM
375
Meridian Wealth Management
Kentucky
– -$340K -3,555 Closed
12 13 14
15
16