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iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Atticus Wealth Management
Florida
$28K – – –
AWM
352
Aspire Wealth Management
Massachusetts
$27K – – –
NSIM
353
North Star Investment Management
Illinois
$26.5K – – –
PCFFS
354
Pacific Center for Financial Services
California
$24.5K – – –
BlackRock
355
BlackRock
New York
$22.9K -$391K -3,761 -94%
GM
356
GeoWealth Management
Illinois
$22.9K +$22.9K +220 New
AA
357
AlphaMark Advisors
Kentucky
$21K – – –
PTC
358
Private Trust Company
Ohio
$20.8K – – –
LOIP
359
Live Oak Investment Partners
Texas
$20.5K -$8.23K – –
CJ
360
Caitlin John
Michigan
$20.3K – – –
FDCP
361
Foster Dykema Cabot & Partners
Massachusetts
$19.7K +$19.7K +190 New
BNP Paribas Financial Markets
362
BNP Paribas Financial Markets
France
$19.6K -$14K -135 -42%
RLIM
363
Red Lighthouse Investment Management
New York
$19.1K – – –
PA
364
Pineridge Advisors
Missouri
$18.7K +$104 +1 +0.6%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$18.5K +$18.5K +172 New
IBOK
366
Independence Bank of Kentucky
Kentucky
$17.1K -$23.9K -230 -58%
CAL
367
Capital Analysts LLC
Pennsylvania
$16K – – –
KWAG
368
Kiely Wealth Advisory Group
North Carolina
$13.8K – – –
FCA
369
FinTrust Capital Advisors
South Carolina
$11.9K +$104 +1 +0.9%
CAS
370
Coppell Advisory Solutions
Texas
$11.7K – – –
IA
371
IFP Advisors
Florida
$11.4K -$54.3K -523 -83%
FFA
372
Farther Finance Advisors
California
$11.2K – – –
NMG
373
New Millennium Group
Utah
$11K -$6.68K -64 -38%
AA
374
Addison Advisors
Vermont
$10.4K – – –
JPWM
375
Jamison Private Wealth Management
Georgia
$9.56K +$9.56K +92 New
13 14
15
16 17