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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 %
HHGA
401
Halbert Hargrove Global Advisors
California
$22.8K 206 +206 New
GCM
402
GKV Capital Management
California
$22.8K 206 +206 New
RA
403
Rise Advisors
New York
$22.7K 205 -103 -33%
AA
404
AlphaMark Advisors
Kentucky
$22K 200 – –
AssetMark Inc
405
AssetMark Inc
California
$20.8K 188 +188 New
RLIM
406
Red Lighthouse Investment Management
New York
$20.3K 184 – –
GSWM
407
Golden State Wealth Management
California
$20.3K 184 +184 New
CJ
408
Caitlin John
Michigan
$19.5K 176 – –
SAM
409
Smartleaf Asset Management
Massachusetts
$17.4K 157 -11,019 -99%
CAL
410
Capital Analysts LLC
Pennsylvania
$17K 156 – –
KWAG
411
Kiely Wealth Advisory Group
North Carolina
$14.1K 120 – –
IBOK
412
Independence Bank of Kentucky
Kentucky
$12.7K 115 -50 -30%
CAS
413
Coppell Advisory Solutions
Texas
$12.5K 113 – –
FFA
414
Farther Finance Advisors
California
$11.9K 108 – –
NMG
415
New Millennium Group
Utah
$11.1K 101 -4 -4%
PWA
416
Physician Wealth Advisors
Utah
$11.1K 100 +100 New
KBFS
417
Kohmann Bosshard Financial Services
Ohio
$11.1K 100 +100 New
AA
418
Addison Advisors
Vermont
$11.1K 100 – –
CFB
419
Cullen/Frost Bankers
Texas
$9.84K 89 +89 New
FCMT
420
Founders Capital Management (Texas)
Texas
$9.62K 87 – –
Optiver Holding
421
Optiver Holding
Netherlands
$8.29K 75 +75 New
FFA
422
Founders Financial Alliance
North Carolina
$5.53K 50 – –
KFI
423
Key Financial Inc
Pennsylvania
$5.42K 49 +49 New
CWP
424
Concord Wealth Partners
Virginia
$5K 45 +45 New
PFBT
425
Parkside Financial Bank & Trust
Missouri
$4.98K 45 – –
15 16
17
18 19