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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 %
SIS
376
Sound Income Strategies
Florida
$34.4K +$34.4K +305 New
FP
377
Financial Perspectives
Minnesota
$34K – – –
PSFG
378
Park Square Financial Group
Georgia
$33.9K +$33.9K +300 New
MIM
379
MTM Investment Management
South Carolina
$33.8K – – –
WPA
380
West Paces Advisors
Georgia
$33.3K – – –
DCM
381
Davis Capital Management
Florida
$31.6K – – –
AWM
382
Accredited Wealth Management
Kentucky
$29.9K – – –
NSIM
383
North Star Investment Management
Illinois
$28.8K – – –
PCFFS
384
Pacific Center for Financial Services
California
$26.6K – – –
RA
385
Rise Advisors
New York
$25.6K +$2.48K +22 +11%
AWM
386
Atticus Wealth Management
Florida
$24.8K -$5.64K -50 -19%
PGAM
387
Princeton Global Asset Management
New Jersey
$24.3K – – –
WT
388
Whittier Trust
California
$23.7K – – –
HHGA
389
Halbert Hargrove Global Advisors
California
$23.2K – – –
GCM
390
GKV Capital Management
California
$23.2K – – –
CAL
391
Capital Analysts LLC
Pennsylvania
$18K – – –
RLIM
392
Red Lighthouse Investment Management
New York
$17.6K – – –
CFD
393
Creative Financial Designs
Indiana
$17.4K +$17.4K +154 New
IBOK
394
Independence Bank of Kentucky
Kentucky
$13K – – –
PWA
395
Physician Wealth Advisors
Utah
$11.3K +$112 +1 +1%
AA
396
Addison Advisors
Vermont
$11.3K – – –
NEWAS
397
N.E.W. Advisory Services
Wisconsin
$10.6K +$10.6K +94 New
WF
398
Wayfinding Financial
Washington
$10K +$10K +90 New
AWM
399
Abound Wealth Management
Tennessee
$9.93K +$9.93K +88 New
FCMT
400
Founders Capital Management (Texas)
Texas
$9.82K – – –
14 15
16
17 18