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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 %
FLP
376
Financial Life Planners
Arizona
$42.3K 383 +383 New
SWM
377
Sugarloaf Wealth Management
Georgia
$42K 380 – –
WIM
378
Westside Investment Management
California
$41.5K 375 – –
AT
379
Arlington Trust
Alabama
$41.5K 375 +375 New
GTAM
380
Global Trust Asset Management
Florida
$39.8K 360 -10 -3%
LDB
381
Lee, Danner & Bass
Tennessee
$39.3K 355 +355 New
SFG
382
Stonebridge Financial Group
Pennsylvania
$37.3K 337 +337 New
NFSG
383
Newbridge Financial Services Group
Florida
$36.9K 334 +334 New
PA
384
Parallel Advisors
California
$36.7K 332 – –
CFFP
385
Center for Financial Planning
Michigan
$34.3K 310 – –
KIM
386
Kestra Investment Management
Texas
$34.3K 310 +310 New
FP
387
Financial Perspectives
Minnesota
$33.3K 301 -44 -13%
PTC
388
Private Trust Company
Ohio
$33.3K 301 +101 +51%
MIM
389
MTM Investment Management
South Carolina
$33.2K 300 – –
WPA
390
West Paces Advisors
Georgia
$32.6K 295 – –
DCM
391
Davis Capital Management
Florida
$31K 280 – –
AWM
392
Atticus Wealth Management
Florida
$29.8K 270 – –
AWM
393
Accredited Wealth Management
Kentucky
$29.3K 265 +265 New
NSIM
394
North Star Investment Management
Illinois
$28.2K 255 – –
BNP Paribas Financial Markets
395
BNP Paribas Financial Markets
France
$26.3K 238 +49 +26%
PCFFS
396
Pacific Center for Financial Services
California
$26.1K 236 – –
WWP
397
WR Wealth Planners
Missouri
$25.3K 228 -90 -28%
PGAM
398
Princeton Global Asset Management
New Jersey
$23.8K 215 +215 New
LOIP
399
Live Oak Investment Partners
Texas
– – – –
WT
400
Whittier Trust
California
$23.2K 210 +210 New
14 15
16
17 18