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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
KWA
3
Kellett Wealth Advisors
Ohio
$10.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
5
GWM
5
GDS Wealth Management
Texas
$9.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$8.49M 97,969 +5,712 +6%
CL
27
CIM LLC
New York
$8.03M 94,959 -3,849 -4%
CAN
28
Cetera Advisor Networks
California
$7.3M 84,189 +72,266 +606%
OIA
29
OneDigital Investment Advisors
Kansas
$6.77M 78,047 +963 +1%
HWA
30
HCR Wealth Advisors
California
$6.7M 77,317 +22 +0%
E
31
ETFidea
New York
$6.64M 76,600 +76,600 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.83M 67,219 +2,594 +4%
KCM
33
Karp Capital Management
California
$5.59M 64,483 -22 -0%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$5.43M 62,578 -5,163 -8%
FCFC
35
First Citizens Financial Corp
Iowa
$5.14M 59,337 -1,373 -2%
Truist Financial
36
Truist Financial
North Carolina
$5.03M 58,037 +2,022 +4%
XF
37
XML Financial
Maryland
$5.01M 57,803 +7,425 +15%
SPIA
38
Steward Partners Investment Advisory
New York
$4.98M 57,432 +489 +0.9%
HA
39
HC Advisors
Georgia
$4.94M 56,984 -1,020 -2%
Citadel Advisors
40
Citadel Advisors
Florida
$4.58M 52,842 -32,116 -38%
PFS
41
Prospera Financial Services
Texas
$4.31M 49,745 +345 +0.7%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$4.19M 48,271 +8,413 +21%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$3.97M 45,750 +31,365 +218%
PWW
44
Pettyjohn Wood & White
Virginia
$3.82M 44,019 -2,316 -5%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$3.79M 43,775 +5,157 +13%
PAG
46
Private Advisor Group
New Jersey
$3.66M 42,206 -1,558 -4%
NA
47
NewEdge Advisors
Louisiana
$3.59M 41,359 +35,458 +601%
AWM
48
AE Wealth Management
Kansas
$3.56M 41,043 +28,625 +231%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$3.52M 40,647 -6,944 -15%
ZIMP
50
Zimmermann Investment Management & Planning
Pennsylvania
$3.39M 39,109 +39,109 New
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