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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
KWA
3
Kellett Wealth Advisors
Ohio
$10.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
5
GWM
5
GDS Wealth Management
Texas
$9.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$3.24M 37,423 +37,321 +36,589%
SFG
52
Sowa Financial Group
Rhode Island
$3.19M 36,761 +3,406 +10%
HNB
53
Huntington National Bank
Ohio
– – -4,258 Closed
IF
54
Ironwood Financial
Arizona
$3.06M 35,348 -51 -0.1%
HighTower Advisors
55
HighTower Advisors
Illinois
$3.06M 35,231 -635 -2%
SG
56
Somerset Group
Minnesota
$2.9M 33,465 -936 -3%
GWM
57
Geneos Wealth Management
Colorado
$2.88M 33,171 +2,749 +9%
SF
58
Synovus Financial
Georgia
$2.81M 32,346 -125 -0.4%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$2.68M 30,845 -81,509 -73%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
– – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$2.58M 29,771 +1,127 +4%
MML Investors Services
62
MML Investors Services
Massachusetts
$2.58M 29,717 +2,401 +9%
KA
63
Kovack Advisors
Florida
$2.53M 29,187 -527 -2%
EL
64
Essex LLC
Illinois
$2.46M 28,380 -750 -3%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$2.44M 28,164 -174 -0.6%
BWA
66
Beam Wealth Advisors
Louisiana
$2.27M 26,175 +678 +3%
MCM
67
Murphy Capital Management
New Jersey
$1.97M 22,739 +110 +0.5%
Renaissance Technologies
68
Renaissance Technologies
New York
$1.97M 22,700 +11,900 +110%
HSBC Holdings
69
HSBC Holdings
United Kingdom
– – – –
CAG
70
Csenge Advisory Group
Florida
$1.85M 22,629 -294 -1%
DC
71
Davenport & Co
Virginia
$1.8M 20,804 -655 -3%
CA
72
CoreCap Advisors
Michigan
$1.79M 20,679 +20,679 New
AAS
73
Ameritas Advisory Services
Nebraska
$1.7M 19,629 +19,629 New
AFC
74
AFT Forsyth & Company
Florida
$1.6M 18,422 +1,321 +8%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.56M 17,965 -2,121 -11%
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