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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 %
CA
351
Crewe Advisors
Utah
$77.6K 702 -1,030 -59%
AIM
352
Anchor Investment Management
South Carolina
$76.9K 696 +3 +0.4%
BFS
353
Bare Financial Services
Pennsylvania
$76.1K 688 – –
CTA
354
Colonial Trust Advisors
South Carolina
$71.4K 646 – –
CSC
355
Caldwell Sutter Capital
California
$70.9K 641 – –
JWA
356
JFS Wealth Advisors
Pennsylvania
$69.9K 632 +2 +0.3%
RWM
357
Rialto Wealth Management
New York
$66.6K 602 +602 New
TSMHT
358
Thurston Springer Miller Herd & Titak
Indiana
$66.3K 600 – –
HCP
359
Hexagon Capital Partners
Arkansas
$66.3K 600 – –
MTIC
360
Missouri Trust & Investment Company
Missouri
$66.3K 600 – –
ACA
361
Aptus Capital Advisors
Alabama
$66.3K 600 +600 New
VHAM
362
Van Hulzen Asset Management
California
$66.3K 600 +600 New
DFA
363
DHJJ Financial Advisors
Illinois
$65.6K 593 – –
AAP
364
Arax Advisory Partners
Colorado
$60.5K 547 +247 +82%
MDA
365
Minot DeBlois Advisors
Massachusetts
$59.1K 534 +534 New
CT
366
Colonial Trust
South Carolina
$55.3K 500 – –
CCA
367
Criterion Capital Advisors
Tennessee
$53.6K 567 – –
CTC
368
Central Trust Company
Missouri
$53.1K 480 – –
TRCT
369
Tower Research Capital (TRC)
New York
$51.4K 465 -17,472 -97%
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$50.6K 458 – –
GWSG
371
GPS Wealth Strategies Group
Colorado
$48.3K 437 +1 +0.2%
BWL
372
Bogart Wealth LLC
Virginia
$46K 416 – –
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$46K 416 +244 +142%
RIA
374
Realta Investment Advisors
Delaware
$45.3K 406 -134 -25%
SR
375
Syntax Research
Florida
$44.7K 404 – –
13 14
15
16 17