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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 %
FCMT
376
Founders Capital Management (Texas)
Texas
$9.04K – – –
PP
377
Pacifica Partners
Canada
$8.94K – – –
FPFS
378
First Personal Financial Services
North Carolina
$6.23K – – –
FFA
379
Founders Financial Alliance
North Carolina
$5.2K – – –
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$4.88K +$4.88K +47 New
PFBT
381
Parkside Financial Bank & Trust
Missouri
$4.68K – – –
OWP
382
ORG Wealth Partners
Texas
$3.95K +$3.95K +38 New
HBW
383
Hazlett, Burt & Watson
West Virginia
$3K – – –
AW
384
Avion Wealth
Texas
$2K – – –
IAIM
385
International Assets Investment Management
Florida
$968 +$959 +99,616 +10,291%
RFA
386
Register Financial Advisors
Georgia
$831 – – –
KIG
387
Kessler Investment Group
Indiana
$343 – – –
TCG
388
Transcendent Capital Group
Oklahoma
– -$3.3M -34,923 Closed
Jane Street
389
Jane Street
New York
– -$1.54M -16,275 Closed
FTUS
390
Flow Traders U.S.
New York
– -$1.51M -15,989 Closed
CF
391
Centaurus Financial
California
– -$1.5M -15,873 Closed
NA
392
Navellier & Associates
Nevada
– -$547K -5,788 Closed
AWS
393
Atria Wealth Solutions
New York
– -$441K -4,666 Closed
TC
394
Touchstone Capital
Pennsylvania
– -$227K -2,405 Closed
BS
395
Banco Santander
Spain
– -$220K -2,329 Closed
SIS
396
Sound Income Strategies
Florida
– -$91.9K -972 Closed
NFSG
397
Newbridge Financial Services Group
Florida
– -$45.6K -482 Closed
KFS
398
Kelly Financial Services
Massachusetts
– -$38.2K -404 Closed
ATPW
399
Ashton Thomas Private Wealth
Arizona
– -$17.7K -187 Closed
EW
400
Element Wealth
Mississippi
– -$16.5K -174 Closed
13 14 15
16
17