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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$10.1M 106,028 +62,935 +146%
XF
27
XML Financial
Maryland
$9.94M 103,912 +1,433 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$9.33M 97,511 +8,009 +9%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$9.22M 96,202 +48,281 +101%
RJA
30
Raymond James & Associates
Florida
$8.86M 92,612 +13,535 +17%
Stifel Financial
31
Stifel Financial
Missouri
$8.64M 90,373 +10,145 +13%
E
32
ETFidea
New York
$8.56M 89,473 -168 -0.2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$8.29M 86,705 -12,430 -13%
UCFA
34
United Capital Financial Advisors
Texas
$8.23M 86,074 -3,016 -3%
OIA
35
OneDigital Investment Advisors
Kansas
$8.04M 84,022 -14,561 -15%
Ameriprise
36
Ameriprise
Minnesota
$7.89M 82,415 +1,773 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$7.4M 77,406 +19,220 +33%
PRS
38
Pinkerton Retirement Specialists
Idaho
$6.98M 73,014 +15,488 +27%
AWM
39
AE Wealth Management
Kansas
$6.79M 71,028 -7,662 -10%
TC
40
TownSquare Capital
Utah
$6.77M 70,749 +25,334 +56%
NG
41
Norden Group
Utah
$6.68M 69,852 +69,852 New
FCFC
42
First Citizens Financial Corp
Iowa
$6.42M 67,099 -472 -0.7%
BCM
43
Brookstone Capital Management
Illinois
$5.64M 58,953 +52,490 +812%
SCA
44
Stillwater Capital Advisors
Pennsylvania
$5.38M 56,283 -6,675 -11%
CIA
45
Concurrent Investment Advisors
Florida
$5.24M 54,788 +718 +1%
TSW
46
Three Seasons Wealth
Utah
$4.23M 44,786 +13,748 +44%
SFS
47
Sharp Financial Services
Pennsylvania
$4.22M 44,118 +5,026 +13%
MSAM
48
Moloney Securities Asset Management
Missouri
$4.12M 43,073 +43,073 New
EE
49
EWG Elevate
California
$3.84M 40,183 +40,183 New
KF
50
KKM Financial
Illinois
$3.83M 40,035 +20,259 +102%
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