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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
CG
3
Colony Group
Massachusetts
$7.27M
4
BCM
4
Brookstone Capital Management
Illinois
$3.66M
5
NMG
5
New Millennium Group
Utah
$3.32M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
XF
26
XML Financial
Maryland
$6.96M 92,210 -4,012 -4%
Stifel Financial
27
Stifel Financial
Missouri
$6.89M 91,277 -17,327 -16%
OIA
28
OneDigital Investment Advisors
Kansas
$6.65M 88,054 +9,073 +11%
E
29
ETFidea
New York
$6.18M 81,927 +1,213 +2%
HA
30
HC Advisors
Georgia
$6.11M 80,900 +555 +0.7%
TBC
31
Ted Buchan & Co
California
$5.37M 71,156 +71,156 New
MFG
32
Marmo Financial Group
Tennessee
$5.3M 70,216 +70,216 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.24M 69,460 -8,267 -11%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$4.98M 65,986 +5,967 +10%
FCFC
35
First Citizens Financial Corp
Iowa
$4.69M 62,140 -455 -0.7%
AWM
36
AE Wealth Management
Kansas
$4.34M 57,484 +35,516 +162%
IF
37
Ironwood Financial
Arizona
$4.13M 54,666 -1,523 -3%
CL
38
CIM LLC
New York
$3.72M 46,311 -2,987 -6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$3.66M 48,469 -15,240 -24%
BCM
40
Brookstone Capital Management
Illinois
$3.66M 46,908 +46,908 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.39M 44,904 -10,190 -18%
NMG
42
New Millennium Group
Utah
$3.32M 43,946 +43,827 +36,829%
PWW
43
Pettyjohn Wood & White
Virginia
$3.19M 42,289 – –
SPIA
44
Steward Partners Investment Advisory
New York
$3.18M 42,151 -1,442 -3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$3.1M 41,033 +28,513 +228%
VCM
46
Virtue Capital Management
Tennessee
$3.01M 39,941 +39,941 New
SF
47
Synovus Financial
Georgia
$2.78M 36,777 +37 +0.1%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.69M 35,751 +2,855 +9%
CW
49
Connectus Wealth
Ohio
$2.67M 35,331 +35,331 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.66M 35,224 -8,568 -20%
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