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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$44M
2
PRS
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.5M
4
SWP
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
Goldman Sachs
New York
$84M
5
MWM
MinichMacGregor Wealth Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$19.6M +$3.03M +25,082 +18%
Osaic Holdings
27
Osaic Holdings
Arizona
$18.5M -$2.02M -18,082 -10%
SFI
28
SPC Financial Inc
Maryland
$18.5M +$18.5M +152,659 New
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$17.2M +$10.4M +87,002 +155%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$15.4M +$1.88M +15,502 +14%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$14.3M +$176K +1,457 +1%
PP
32
Patten & Patten
Tennessee
$14.2M -$111K -919 -0.8%
MWM
33
MinichMacGregor Wealth Management
New York
$13.9M -$8.69M -71,814 -38%
OIA
34
OneDigital Investment Advisors
Kansas
$13.9M +$3.37M +27,827 +32%
CFA
35
Camarda Financial Advisors
Florida
$13.7M +$13.7M +113,138 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$13.6M +$297K +2,458 +2%
XF
37
XML Financial
Maryland
$13.5M -$36.4K -301 -0.3%
HWM
38
Horizon Wealth Management
Illinois
$13.4M +$13.4M +110,892 New
Stifel Financial
39
Stifel Financial
Missouri
$11.6M +$3.01M +24,884 +35%
ASN
40
Advisory Services Network
Georgia
$11.1M +$10.6M +86,387 +1,871%
UCFA
41
United Capital Financial Advisors
Texas
$9.93M -$96.2K -795 -1%
FF
42
Finley Financial
Nevada
$8.91M -$35.1K -290 -0.4%
PWP
43
Prasad Wealth Partners
Ohio
$8.23M +$8.23M +68,017 New
Jones Financial Companies
44
Jones Financial Companies
Missouri
$7.99M +$1.26M +10,514 +19%
WT
45
Washington Trust
Rhode Island
$7.44M -$2.31M -19,095 -24%
SCA
46
Stillwater Capital Advisors
Pennsylvania
$7.3M -$36.4K -301 -0.5%
FCFC
47
First Citizens Financial Corp
Iowa
$6.79M -$916K -7,570 -12%
SFC
48
Summit Financial Consulting
Michigan
$6.46M +$55.8K +461 +0.9%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$6.37M -$267K -2,204 -4%
EH
50
Equitable Holdings
New York
$6.21M +$2.49M +20,601 +67%
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