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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$44M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$34.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.8M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$23.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$70.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$62.3M
4
Goldman Sachs
Goldman Sachs
New York
-$28.5M
5
MWM
MinichMacGregor Wealth Management
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
351
EP Wealth Advisors
California
$217K +$37.6K +311 +21%
CP
352
Clarendon Private
Massachusetts
$217K – – –
CCFM
353
Clear Creek Financial Management
Washington
$211K +$211K +1,745 New
MC
354
Moors & Cabot
Massachusetts
$210K -$17.5K -145 -8%
TA
355
TFB Advisors
Kansas
$208K +$208K +1,720 New
FCH
356
Freestone Capital Holdings
Washington
$206K +$206K +1,702 New
KIM
357
Kane Investment Management
California
$204K +$204K +1,682 New
ACM
358
Advance Capital Management
Michigan
$201K +$201K +1,662 New
SFS
359
Symphony Financial Services
Ohio
$201K +$201K +1,659 New
GCM
360
Gables Capital Management
Florida
$194K – – –
BCV
361
Banque Cantonale Vaudoise
Switzerland
$188K +$188K +1,555 New
Franklin Resources
362
Franklin Resources
California
$181K – – –
IA
363
IFP Advisors
Florida
$176K +$1.82K +15 +1%
NS
364
NBC Securities
Alabama
$173K – – –
BTI
365
Blue Trust Inc
Georgia
$150K – – –
FHA
366
First Horizon Advisors
Tennessee
$148K – – –
PS
367
Principal Securities
Iowa
$147K -$17.8K -147 -11%
BMC
368
Bear Mountain Capital
Washington
$147K – – –
CJH
369
Christopher J. Hasenberg
Wisconsin
$143K – – –
AT
370
Arlington Trust
Alabama
$142K – – –
FIM
371
FWL Investment Management
Texas
$139K -$19.4K -160 -12%
AF
372
Advisornet Financial
Minnesota
$136K +$484 +4 +0.4%
BPAMU
373
BTG Pactual Asset Management US
New York
$134K +$134K +1,108 New
HDIM
374
Hanson & Doremus Investment Management
Vermont
$134K – – –
PMAM
375
Picton Mahoney Asset Management
Ontario, Canada
$133K +$12.1K +100 +10%
13 14
15
16 17