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iShares US Financials ETF
IYF

Overview Fund Activity

249 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 187 increasing their positions, 10 reducing their positions, and 21 closing their positions.

Holders
249
Holders Change
+26
Holders Change %
+11.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
187
Reduced
10
Closed
21
Calls
$734K
Puts
–
Net Calls
+$734K
Net Calls Change
+$1.13M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$23.6M
3
UBS Group
3
UBS Group
Switzerland
$18.7M
4
LPL Financial
4
LPL Financial
California
$16M
5
Goldman Sachs
5
Goldman Sachs
New York
$51.2M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
FPGK
2
Financial Partners Group (Kansas)
Kansas
$0
3
Wells Fargo
3
Wells Fargo
California
$29.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.04M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$39.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.72M 25,784 +11,741 +84%
MCM
52
Murphy Capital Management
New Jersey
$1.65M 24,654 +12,115 +97%
KA
53
Kovack Advisors
Florida
$1.63M 24,364 +13,341 +121%
IF
54
Ironwood Financial
Arizona
$1.59M 23,814 +11,771 +98%
GT
55
Glenview Trust
Kentucky
$1.43M 21,367 +11,483 +116%
BWA
56
Beam Wealth Advisors
Louisiana
$1.38M 20,593 +8,223 +66%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$1.35M 20,212 +20,212 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M 19,712 +9,206 +88%
SFG
59
Sowa Financial Group
Rhode Island
$1.28M 19,102 +9,541 +100%
CC
60
Callan Capital
California
$1.25M 18,724 +8,835 +89%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.22M 18,215 +9,589 +111%
CWM
62
Chesapeake Wealth Management
Virginia
$1.17M 17,500 +8,016 +85%
TRCT
63
Tower Research Capital (TRC)
New York
$1.12M 16,704 -6,448 -28%
FEM
64
Fulcrum Equity Management
Texas
$1.11M 16,603 +16,603 New
SPC
65
Sigma Planning Corp
Michigan
$1.1M 16,452 +3,319 +25%
DC
66
Davenport & Co
Virginia
$1.08M 16,209 +3,746 +30%
KIA
67
KCM Investment Advisors
California
$1.08M 16,190 +8,113 +100%
AW
68
ACG Wealth
Georgia
$1.07M 16,078 +5,759 +56%
Citigroup
69
Citigroup
New York
$1.07M 16,009 +8,518 +114%
AFC
70
AFT Forsyth & Company
Florida
$1.03M 15,442 +7,866 +104%
TLFA
71
True Link Financial Advisors
California
$994K 14,880 +14,880 New
Truist Financial
72
Truist Financial
North Carolina
$931K 13,935 +7,652 +122%
SWP
73
Stratos Wealth Partners
Ohio
$902K 13,502 +5,415 +67%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$871K 13,042 +6,894 +112%
ACM
75
AlphaStar Capital Management
North Carolina
$835K 12,237 +6,503 +113%
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