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iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.79M 81,394 -9,883 -11%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.74M 80,747 -62,182 -44%
Citadel Advisors
28
Citadel Advisors
Florida
$5.57M 78,265 +52,955 +209%
MIH
29
Meitav Investment House
Israel
$5.43M 73,712 +73,712 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.32M 74,815 +5,355 +8%
AWM
31
AE Wealth Management
Kansas
$5.13M 72,129 +14,645 +25%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$4.63M 65,024 -962 -1%
HA
33
HC Advisors
Georgia
$4.54M 63,753 -17,147 -21%
WT
34
Washington Trust
Rhode Island
$4.42M 62,087 +60,855 +4,940%
IF
35
Ironwood Financial
Arizona
$3.95M 55,459 +793 +1%
CI
36
CX Institutional
Indiana
$3.68M 51,732 +28,345 +121%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$3.23M 45,357 -3,112 -6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$3.19M 44,809 +9,585 +27%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.17M 44,537 -367 -0.8%
NMG
40
New Millennium Group
Utah
$3.13M 43,944 -2 -0%
PWW
41
Pettyjohn Wood & White
Virginia
$2.96M 41,547 -742 -2%
ASN
42
Advisory Services Network
Georgia
$2.76M 38,849 +37,642 +3,119%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$2.74M 38,574 +4,165 +12%
FTUS
44
Flow Traders U.S.
New York
$2.72M 38,199 +38,199 New
SPIA
45
Steward Partners Investment Advisory
New York
$2.68M 37,614 -4,537 -11%
SF
46
Synovus Financial
Georgia
$2.55M 35,795 -982 -3%
BWA
47
Beam Wealth Advisors
Louisiana
$2.52M 35,385 +763 +2%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.46M 34,764 -987 -3%
SG
49
Somerset Group
Minnesota
$2.31M 32,515 -180 -0.6%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.24M 31,555 -596 -2%
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