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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$17.4M 156,988 +69,259 +79%
GWM
27
GDS Wealth Management
Texas
$15.2M 137,208 -10,018 -7%
AWM
28
Apollon Wealth Management
South Carolina
$13.5M 121,739 -2,496 -2%
PP
29
Patten & Patten
Tennessee
$13.2M 119,610 -3,905 -3%
XF
30
XML Financial
Maryland
$12.5M 112,867 +1,262 +1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$12.4M 111,843 -13,336 -11%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$12.2M 110,340 -468 -0.4%
PRS
33
Pinkerton Retirement Specialists
Idaho
$11.6M 104,857 +13,411 +15%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M 102,141 -667,210 -87%
Stifel Financial
35
Stifel Financial
Missouri
$10.7M 97,072 +3,552 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$10.2M 91,813 -1,210 -1%
OIA
37
OneDigital Investment Advisors
Kansas
$10.1M 91,487 -11,605 -11%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$10.1M 91,448 +46,095 +102%
MSAM
39
Moloney Securities Asset Management
Missouri
$9.44M 85,350 +3,077 +4%
TC
40
TownSquare Capital
Utah
$9.37M 84,761 +615 +0.7%
NG
41
Norden Group
Utah
$9.27M 83,859 +528 +0.6%
UCFA
42
United Capital Financial Advisors
Texas
$9.14M 82,621 -586 -0.7%
FF
43
Finley Financial
Nevada
$8.46M 74,280 +74,280 New
PG
44
Prostatis Group
Maryland
$7.9M 71,483 +71,483 New
AWM
45
AE Wealth Management
Kansas
$7.61M 68,798 -1,489 -2%
SHFP
46
Second Half Financial Partners
Florida
$7.49M 67,722 +32,275 +91%
DZ Bank
47
DZ Bank
Germany
$7.45M 67,404 +65,543 +3,522%
FCFC
48
First Citizens Financial Corp
Iowa
$7.06M 63,870 -999 -2%
SA
49
Sanctuary Advisors
Indiana
$6.54M 55,100 +3,799 +7%
TSW
50
Three Seasons Wealth
Utah
$6.05M 54,753 -3,561 -6%
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