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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CL
26
CIM LLC
New York
$6.63M 92,958 -463 -0.5%
XF
27
XML Financial
Maryland
$6.43M 91,839 +8,233 +10%
OIA
28
OneDigital Investment Advisors
Kansas
$5.61M 80,150 -973 -1%
E
29
ETFidea
New York
$5.4M 77,129 +191 +0.2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.59M 65,565 +7,921 +14%
FCFC
31
First Citizens Financial Corp
Iowa
$4.37M 62,457 +154 +0.2%
HA
32
HC Advisors
Georgia
$4.19M 59,840 +4,975 +9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.02M 57,455 -90,777 -61%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$4M 57,151 +10,754 +23%
IF
35
Ironwood Financial
Arizona
$3.96M 56,605 +1,835 +3%
Truist Financial
36
Truist Financial
North Carolina
$3.81M 54,407 -52,609 -49%
SPIA
37
Steward Partners Investment Advisory
New York
$3.73M 53,316 -973 -2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.2M 45,052 -7,546 -14%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$3.17M 45,296 +16,298 +56%
ZIMP
40
Zimmermann Investment Management & Planning
Pennsylvania
$3.08M 43,954 +2,405 +6%
PWW
41
Pettyjohn Wood & White
Virginia
$2.99M 42,784 -700 -2%
SFG
42
Sowa Financial Group
Rhode Island
$2.87M 40,971 -2,753 -6%
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$2.85M 40,757 -1,576 -4%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.73M 38,955 -7,988 -17%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.67M 38,354 +6,131 +19%
CS
46
Comerica Securities
Michigan
$2.65M 37,915 +26,533 +233%
GWM
47
Geneos Wealth Management
Colorado
$2.38M 33,512 +91 +0.3%
SF
48
Synovus Financial
Georgia
$2.32M 33,158 -77 -0.2%
SG
49
Somerset Group
Minnesota
$2.31M 33,013 -10 -0%
TRCT
50
Tower Research Capital (TRC)
New York
$2.27M 32,429 +21,693 +202%
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