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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
Connectus Wealth
Ohio
$7.03M 82,130 +82,130 New
Ameriprise
27
Ameriprise
Minnesota
$6.89M 80,642 -132,264 -62%
AWM
28
AE Wealth Management
Kansas
$6.86M 78,690 +65,444 +494%
Stifel Financial
29
Stifel Financial
Missouri
$6.85M 80,228 -418 -0.5%
Osaic Holdings
30
Osaic Holdings
Arizona
$6.85M 80,144 -4,786 -6%
RJA
31
Raymond James & Associates
Florida
$6.75M 79,077 -34,479 -30%
MIH
32
Meitav Investment House
Israel
$6.3M 73,712 – –
FCFC
33
First Citizens Financial Corp
Iowa
$5.77M 67,571 -3,729 -5%
SCA
34
Stillwater Capital Advisors
Pennsylvania
$5.38M 62,958 +333 +0.5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.97M 58,186 -3,686 -6%
PRS
36
Pinkerton Retirement Specialists
Idaho
$4.91M 57,526 +57,526 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$4.81M 56,369 +23,128 +70%
CIA
38
Concurrent Investment Advisors
Florida
$4.62M 54,070 +54,070 New
CI
39
CX Institutional
Indiana
$4.16M 48,691 -2,908 -6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$4.11M 47,921 -1,743 -4%
ASN
41
Advisory Services Network
Georgia
$4M 46,864 +4,152 +10%
TC
42
TownSquare Capital
Utah
$3.88M 45,415 +45,415 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$3.68M 43,093 -4,601 -10%
PAG
44
Private Advisor Group
New Jersey
$3.34M 39,150 +7,569 +24%
SFS
45
Sharp Financial Services
Pennsylvania
$3.34M 39,092 +39,092 New
PWW
46
Pettyjohn Wood & White
Virginia
$3.26M 38,117 -990 -3%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$3.25M 38,010 +15,438 +68%
SF
48
Synovus Financial
Georgia
$3.18M 37,231 -112 -0.3%
HA
49
HC Advisors
Georgia
$3.09M 36,216 -25,071 -41%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.94M 34,365 +4,181 +14%
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