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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 %
OWP
426
ORG Wealth Partners
Texas
$4.2K 38 – –
HBW
427
Hazlett, Burt & Watson
West Virginia
$3K 30 – –
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$2.54K 23 -24 -51%
AW
429
Avion Wealth
Texas
$2K 23 – –
RFA
430
Register Financial Advisors
Georgia
$885 8 – –
KIG
431
Kessler Investment Group
Indiana
$365 3 – –
NS
432
NBC Securities
Alabama
$159 1 -1,474 -100%
Fidelity International
433
Fidelity International
Bermuda
– – -526,025 Closed
IAIM
434
International Assets Investment Management
Florida
– – -100,584 Closed
AC
435
Allstate Corporation
Illinois
– – -14,800 Closed
LFAS
436
Level Four Advisory Services
Texas
– – -12,880 Closed
VCM
437
Virtue Capital Management
Tennessee
– – -9,731 Closed
ZIMP
438
Zimmermann Investment Management & Planning
Pennsylvania
– – -5,349 Closed
HF
439
HRT Financial
New York
– – -4,453 Closed
STA
440
Summit Trail Advisors
New York
– – -3,618 Closed
Cerity Partners
441
Cerity Partners
New York
– – -2,684 Closed
DWP
442
Daymark Wealth Partners
Ohio
– – -2,146 Closed
TI
443
Trexquant Investment
Connecticut
– – -1,986 Closed
CPA
444
Capital Performance Advisors
California
– – -390 Closed
GM
445
GeoWealth Management
Illinois
– – -220 Closed
FDCP
446
Foster Dykema Cabot & Partners
Massachusetts
– – -190 Closed
PA
447
Pineridge Advisors
Missouri
– – -180 Closed
JPWM
448
Jamison Private Wealth Management
Georgia
– – -92 Closed
PP
449
Pacifica Partners
Canada
– – -86 Closed
Walleye Trading
450
Walleye Trading
New York
– – – –
15 16 17
18
19