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iShares US Financials ETF
IYF

Overview Fund Activity

451 hedge funds and large institutions have $2.37B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
451
Holders Change
+35
Holders Change %
+8.41%
% of All Funds
6.06%
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
130
Reduced
129
Closed
22
Calls
$423K
Puts
$218K
Net Calls
+$205K
Net Calls Change
+$509K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
KIG
451
Kessler Investment Group
Indiana
$399 3 – –
BA
452
Bellwether Advisors
Nebraska
$121 1 +1 New
Fidelity International
453
Fidelity International
Bermuda
– – -1,535,804 Closed
GF
454
Gimbal Financial
Indiana
– – -40,359 Closed
FMP
455
Financial Management Professionals
Texas
– – -27,367 Closed
CRC
456
Curi RMB Capital
Illinois
– – -13,403 Closed
GS
457
GWN Securities
Florida
– – -8,150 Closed
KWA
458
Kingswood Wealth Advisors
California
– – -2,782 Closed
SG
459
StoneX Group
New York
– – -2,770 Closed
MWA
460
Muirfield Wealth Advisors
North Carolina
– – -2,615 Closed
DAS
461
Dynamic Advisor Solutions
Arizona
– – -2,555 Closed
QC
462
Quadrature Capital
United Kingdom
– – -2,077 Closed
PA
463
PFG Advisors
Arizona
– – -2,032 Closed
GF
464
Gries Financial
Ohio
– – -1,962 Closed
SAG
465
SageView Advisory Group
California
– – -1,817 Closed
CWM
466
Compass Wealth Management
Connecticut
– – -1,000 Closed
HCP
467
Hexagon Capital Partners
Arkansas
– – -600 Closed
SFG
468
Stonebridge Financial Group
Pennsylvania
– – -508 Closed
TCOV
469
Trust Company of Vermont
Vermont
– – -309 Closed
GCM
470
GKV Capital Management
California
– – -206 Closed
WF
471
Wayfinding Financial
Washington
– – -90 Closed
KFI
472
Key Financial Inc
Pennsylvania
– – -49 Closed
CWM
473
Copia Wealth Management
Oregon
– – -17 Closed
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
– – -1 Closed
Squarepoint
475
Squarepoint
New York
– – – –
15 16 17 18
19