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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$8.47M 100,175 +2,206 +2%
CL
27
CIM LLC
New York
$7.73M 93,421 -1,538 -2%
XF
28
XML Financial
Maryland
$7.07M 83,606 +25,803 +45%
OIA
29
OneDigital Investment Advisors
Kansas
$6.86M 81,123 +3,076 +4%
Prudential Financial
30
Prudential Financial
New Jersey
$6.77M 80,075 -1,753,758 -96%
E
31
ETFidea
New York
$6.5M 76,938 +338 +0.4%
HF
32
HRT Financial
New York
$5.34M 63,163 +47,590 +306%
FCFC
33
First Citizens Financial Corp
Iowa
$5.27M 62,303 +2,966 +5%
KCM
34
Karp Capital Management
California
$5.09M 60,205 -4,278 -7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$4.87M 57,644 -9,575 -14%
HA
36
HC Advisors
Georgia
$4.64M 54,865 -2,119 -4%
IF
37
Ironwood Financial
Arizona
$4.63M 54,770 +19,422 +55%
SPIA
38
Steward Partners Investment Advisory
New York
$4.59M 54,289 -3,143 -5%
WA
39
Wealthstar Advisors
Texas
$4.54M 53,719 +53,719 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$4.45M 52,598 -9,980 -16%
MML Investors Services
41
MML Investors Services
Massachusetts
$3.97M 46,943 +17,226 +58%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$3.92M 46,397 +46,397 New
SFG
43
Sowa Financial Group
Rhode Island
$3.7M 43,724 +6,963 +19%
PWW
44
Pettyjohn Wood & White
Virginia
$3.68M 43,484 -535 -1%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$3.58M 42,333 +4,910 +13%
ZIMP
46
Zimmermann Investment Management & Planning
Pennsylvania
$3.51M 41,549 +2,440 +6%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$3.17M 36,534 +5,689 +18%
GWM
48
Geneos Wealth Management
Colorado
$2.83M 33,421 +250 +0.8%
SF
49
Synovus Financial
Georgia
$2.81M 33,235 +889 +3%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$2.8M 33,177 -12,573 -27%
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