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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$44M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$34.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.8M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$23.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$70.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$62.3M
4
Goldman Sachs
Goldman Sachs
New York
-$28.5M
5
MWM
MinichMacGregor Wealth Management
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
426
Halbert Hargrove Global Advisors
California
$24.9K – – –
GSWM
427
Golden State Wealth Management
California
$23.9K -$13.9K -114 -37%
AWM
428
Atticus Wealth Management
Florida
$23.5K -$3.15K -26 -12%
RLIM
429
Red Lighthouse Investment Management
New York
$22.3K – – –
CAL
430
Capital Analysts LLC
Pennsylvania
$19K – – –
DF
431
Dunhill Financial
United Kingdom
$18.1K +$18.1K +150 New
CFD
432
Creative Financial Designs
Indiana
$14.3K -$4.36K -36 -23%
RWM
433
Rialto Wealth Management
New York
$13.6K -$59.3K -490 -81%
CCMI
434
Creative Capital Management Investments
California
$13.2K +$13.2K +109 New
PWA
435
Physician Wealth Advisors
Utah
$12.2K – – –
AA
436
Addison Advisors
Vermont
$12.1K – – –
NEWAS
437
N.E.W. Advisory Services
Wisconsin
$11.4K – – –
AWM
438
Abound Wealth Management
Tennessee
$10.6K – – –
FCMT
439
Founders Capital Management (Texas)
Texas
$10.5K – – –
SN
440
Sittner & Nelson
Oregon
$9.8K – – –
RF
441
Rossby Financial
Florida
$6.05K – – –
FDW
442
Fourth Dimension Wealth
Ohio
$6.05K – – –
FFA
443
Founders Financial Alliance
North Carolina
$6.05K – – –
CWP
444
Concord Wealth Partners
Virginia
$5.5K – – –
IBOK
445
Independence Bank of Kentucky
Kentucky
$5.45K -$8.47K -70 -61%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$5.45K – – –
AAG
447
Armstrong Advisory Group
Massachusetts
$5.2K +$5.2K +43 New
OWP
448
ORG Wealth Partners
Texas
$4.62K – – –
HBW
449
Hazlett, Burt & Watson
West Virginia
$4K – – –
NMG
450
New Millennium Group
Utah
$2.54K -$6.05K -50 -70%
16 17
18
19 20