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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 %
SN
401
Sittner & Nelson
Oregon
$9.14K +$9.14K +81 New
NMG
402
New Millennium Group
Utah
$8.05K -$3.4K -30 -30%
FFA
403
Founders Financial Alliance
North Carolina
$5.64K – – –
FDW
404
Fourth Dimension Wealth
Ohio
$5.64K +$5.64K +50 New
KFI
405
Key Financial Inc
Pennsylvania
$5.53K – – –
RF
406
Rossby Financial
Florida
$5.46K +$5.46K +50 New
CWP
407
Concord Wealth Partners
Virginia
$5.12K – – –
PFBT
408
Parkside Financial Bank & Trust
Missouri
$5.08K – – –
OWP
409
ORG Wealth Partners
Texas
$4.29K – – –
HBW
410
Hazlett, Burt & Watson
West Virginia
$3K – – –
SHF
411
Safe Harbor Fiduciary
Florida
$2.37K +$2.37K +21 New
AC
412
AlphaCore Capital
California
$2.14K +$2.14K +19 New
AW
413
Avion Wealth
Texas
$2K – – –
CWM
414
Copia Wealth Management
Oregon
$1.92K +$1.92K +17 New
RFA
415
Register Financial Advisors
Georgia
$903 – – –
KIG
416
Kessler Investment Group
Indiana
$372 – – –
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$113 -$2.49K -22 -96%
AWM
418
Apollon Wealth Management
South Carolina
– -$13.5M -121,739 Closed
PRS
419
Pinkerton Retirement Specialists
Idaho
– -$11.6M -104,857 Closed
TC
420
TownSquare Capital
Utah
– -$9.37M -84,761 Closed
NG
421
Norden Group
Utah
– -$9.27M -83,859 Closed
SHFP
422
Second Half Financial Partners
Florida
– -$7.49M -67,722 Closed
TSW
423
Three Seasons Wealth
Utah
– -$6.05M -54,753 Closed
SFS
424
Sharp Financial Services
Pennsylvania
– -$5.51M -49,815 Closed
TF
425
Trek Financial
Arizona
– -$5.24M -47,371 Closed
15 16
17
18 19