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iShares US Financials ETF
IYF

Overview Fund Activity

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M

Top Buyers

1
WT
1
Washington Trust
Rhode Island
$20.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$131M
3
FCFC
3
First Citizens Financial Corp
Iowa
$5.56M
4
KAS
4
Kestra Advisory Services
Texas
$3.67M
5
VCM
5
Virtue Capital Management
Tennessee
$1.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$129M
2
SCA
2
Stillwater Capital Advisors
Pennsylvania
$4.63M
3
CG
3
Colony Group
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$18.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$6.02M 80,715 -679 -0.8%
FCFC
27
First Citizens Financial Corp
Iowa
$5.56M 74,561 +74,561 New
Citadel Advisors
28
Citadel Advisors
Florida
$5.54M 74,251 -4,014 -5%
MIH
29
Meitav Investment House
Israel
$5.45M 73,712 – –
CI
30
CX Institutional
Indiana
$5.23M 70,082 +18,350 +35%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$5.02M 67,297 -13,450 -17%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.87M 65,265 -9,550 -13%
SCA
33
Stillwater Capital Advisors
Pennsylvania
$4.63M 62,071 -143,218 -70%
HA
34
HC Advisors
Georgia
$4.57M 61,307 -2,446 -4%
IF
35
Ironwood Financial
Arizona
$4.16M 55,819 +360 +0.6%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$4.14M 55,462 -9,562 -15%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.78M 50,715 +6,178 +14%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$3.68M 49,143 +3,786 +8%
KAS
39
Kestra Advisory Services
Texas
$3.67M 49,179 +35,094 +249%
ASN
40
Advisory Services Network
Georgia
$3.11M 41,643 +2,794 +7%
PWW
41
Pettyjohn Wood & White
Virginia
$2.99M 40,107 -1,440 -3%
SF
42
Synovus Financial
Georgia
$2.76M 36,951 +1,156 +3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.61M 34,921 -9,888 -22%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.59M 34,968 +204 +0.6%
BWA
45
Beam Wealth Advisors
Louisiana
$2.41M 32,345 -3,040 -9%
PAG
46
Private Advisor Group
New Jersey
$2.39M 31,468 +9,166 +41%
SG
47
Somerset Group
Minnesota
$2.39M 32,014 -501 -2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.35M 31,496 +16,722 +113%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$2.27M 30,425 -1,130 -4%
FTUS
50
Flow Traders U.S.
New York
$2.08M 27,886 -10,313 -27%
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