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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 %
CIA
426
Concurrent Investment Advisors
Florida
– -$5.16M -46,645 Closed
WEG
427
World Equity Group
Illinois
– -$4.01M -36,258 Closed
KWM
428
Kingsview Wealth Management
Oregon
– -$3.84M -34,689 Closed
RAS
429
RPS Advisory Solutions
Kentucky
– -$3.8M -34,379 Closed
D.E. Shaw & Co
430
D.E. Shaw & Co
New York
– -$3.28M -29,628 Closed
BF
431
bLong Financial
Tennessee
– -$2.59M -23,386 Closed
BWP
432
Balboa Wealth Partners
Arizona
– -$2.51M -22,666 Closed
Millennium Management
433
Millennium Management
New York
– -$1.84M -16,659 Closed
CCFM
434
Clear Creek Financial Management
Washington
– -$1.81M -16,333 Closed
Renaissance Technologies
435
Renaissance Technologies
New York
– -$1.58M -14,300 Closed
IAN
436
Integrated Advisors Network
Texas
– -$1.36M -12,260 Closed
ACP
437
Aveo Capital Partners
Colorado
– -$1.33M -12,023 Closed
FEM
438
Fulcrum Equity Management
Texas
– -$1.25M -11,341 Closed
YCG
439
Yeomans Consulting Group
Georgia
– -$835K -7,547 Closed
NA
440
Navellier & Associates
Nevada
– -$640K -5,788 Closed
LWM
441
Laidlaw Wealth Management
New York
– -$612K -5,534 Closed
GCP
442
Gill Capital Partners
Colorado
– -$534K -4,826 Closed
SIA
443
SkyView Investment Advisors
New Jersey
– -$413K -3,733 Closed
PAS
444
Park Avenue Securities
New York
– -$337K -3,048 Closed
Qube Research & Technologies (QRT)
445
Qube Research & Technologies (QRT)
United Kingdom
– -$336K -3,036 Closed
VP
446
Verum Partners
North Carolina
– -$332K -3,000 Closed
TSS
447
Two Sigma Securities
New York
– -$324K -2,928 Closed
KWA
448
Kellett Wealth Advisors
Ohio
– -$315K -2,848 Closed
SAF
449
Smith Anglin Financial
Texas
– -$310K -2,799 Closed
IAA
450
Independent Advisor Alliance
North Carolina
– -$306K -2,764 Closed
15 16 17
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