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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 %
AW
451
Avion Wealth
Texas
$2K – – –
Russell Investments Group
452
Russell Investments Group
United Kingdom
$1.2K +$1.2K +10 New
RFA
453
Register Financial Advisors
Georgia
$968 – – –
KIG
454
Kessler Investment Group
Indiana
$399 – – –
BA
455
Bellwether Advisors
Nebraska
$121 +$121 +1 New
Fidelity International
456
Fidelity International
Bermuda
– -$173M -1,535,804 Closed
GF
457
Gimbal Financial
Indiana
– -$4.55M -40,359 Closed
FMP
458
Financial Management Professionals
Texas
– -$3.09M -27,367 Closed
CRC
459
Curi RMB Capital
Illinois
– -$1.51M -13,403 Closed
GS
460
GWN Securities
Florida
– -$947K -8,150 Closed
KWA
461
Kingswood Wealth Advisors
California
– -$314K -2,782 Closed
SG
462
StoneX Group
New York
– -$313K -2,770 Closed
MWA
463
Muirfield Wealth Advisors
North Carolina
– -$295K -2,615 Closed
DAS
464
Dynamic Advisor Solutions
Arizona
– -$288K -2,555 Closed
QC
465
Quadrature Capital
United Kingdom
– -$234K -2,077 Closed
PA
466
PFG Advisors
Arizona
– -$229K -2,032 Closed
GF
467
Gries Financial
Ohio
– -$221K -1,962 Closed
SAG
468
SageView Advisory Group
California
– -$205K -1,817 Closed
CWM
469
Compass Wealth Management
Connecticut
– -$113K -1,000 Closed
HCP
470
Hexagon Capital Partners
Arkansas
– -$67.7K -600 Closed
SFG
471
Stonebridge Financial Group
Pennsylvania
– -$57.3K -508 Closed
TCOV
472
Trust Company of Vermont
Vermont
– -$34.9K -309 Closed
GCM
473
GKV Capital Management
California
– -$23.2K -206 Closed
WF
474
Wayfinding Financial
Washington
– -$10K -90 Closed
KFI
475
Key Financial Inc
Pennsylvania
– -$5.53K -49 Closed
16 17 18
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