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iShares US Financials ETF
IYF

Overview Fund Activity

416 hedge funds and large institutions have $2.32B invested in iShares US Financials ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-14
Holders Change %
-3.26%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
46
Increased
153
Reduced
106
Closed
51
Calls
$4.04M
Puts
$4.35M
Net Calls
-$304K
Net Calls Change
+$470K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$173M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169M
3
PCH
PGIM Custom Harvest
New Jersey
$73.2M
4
Goldman Sachs
Goldman Sachs
New York
$105M
5
PFS
Prospera Financial Services
Texas
$11.6M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.29M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$74.6M
3
WT
Washington Trust
Rhode Island
$9.1M
4
Bank of America
Bank of America
North Carolina
$176M
5
GWM
GDS Wealth Management
Texas
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
351
JFS Wealth Advisors
Pennsylvania
$71.6K +$226 +2 +0.3%
CWM
352
Consultiva Wealth Management
Puerto Rico
$69.4K +$69.4K +615 New
RWM
353
Rialto Wealth Management
New York
$67.9K – – –
ACA
354
Aptus Capital Advisors
Alabama
$67.7K – – –
HCP
355
Hexagon Capital Partners
Arkansas
$67.7K – – –
MTIC
356
Missouri Trust & Investment Company
Missouri
$67.7K – – –
DFA
357
DHJJ Financial Advisors
Illinois
$66.9K – – –
AAP
358
Arax Advisory Partners
Colorado
$61.7K – – –
MDA
359
Minot DeBlois Advisors
Massachusetts
$60.3K – – –
SFG
360
Stonebridge Financial Group
Pennsylvania
$57.3K +$19.3K +171 +51%
CTC
361
Central Trust Company
Missouri
$54.2K – – –
AGWCA
362
Annis Gardner Whiting Capital Advisors
Florida
$51.7K – – –
GWSG
363
GPS Wealth Strategies Group
Colorado
$49.4K +$113 +1 +0.2%
CT
364
Colonial Trust
South Carolina
$49.1K -$7.34K -65 -13%
BWL
365
Bogart Wealth LLC
Virginia
$46.9K – – –
RIA
366
Realta Investment Advisors
Delaware
$45.8K – – –
SR
367
Syntax Research
Florida
$45.6K – – –
WIM
368
Westside Investment Management
California
$44.6K +$2.26K +20 +5%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$41.3K -$5.64K -50 -12%
PTC
370
Private Trust Company
Ohio
$38.5K +$4.51K +40 +13%
NFSG
371
Newbridge Financial Services Group
Florida
$37.7K – – –
PA
372
Parallel Advisors
California
$37.5K – – –
GSWM
373
Golden State Wealth Management
California
$35.2K +$14.4K +127 +69%
CFFP
374
Center for Financial Planning
Michigan
$35K – – –
TCOV
375
Trust Company of Vermont
Vermont
$34.9K +$34.9K +309 New
13 14
15
16 17