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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KA
51
Kovack Advisors
Florida
$2.18M 31,148 -375 -1%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$2.08M 29,711 -3,466 -10%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$2.06M 29,432 +301 +1%
BWA
54
Beam Wealth Advisors
Louisiana
$2M 28,624 +871 +3%
EL
55
Essex LLC
Illinois
$1.92M 27,445 -220 -0.8%
HNB
56
Huntington National Bank
Ohio
– – – –
PAG
57
Private Advisor Group
New Jersey
$1.74M 24,814 -4,384 -15%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.72M 24,545 -451 -2%
WIP
59
WealthCare Investment Partners
Rhode Island
$1.67M 23,822 +4,285 +22%
DC
60
Davenport & Co
Virginia
$1.66M 23,666 +1,575 +7%
AWM
61
AE Wealth Management
Kansas
$1.54M 21,980 -7,474 -25%
MCM
62
Murphy Capital Management
New Jersey
$1.47M 21,045 -20 -0.1%
Jane Street
63
Jane Street
New York
$1.39M 19,925 -1,571 -7%
FTUS
64
Flow Traders U.S.
New York
$1.38M 19,699 +19,699 New
AFC
65
AFT Forsyth & Company
Florida
$1.34M 19,183 -151 -0.8%
AAS
66
Ameritas Advisory Services
Nebraska
$1.33M 19,041 -615 -3%
RF
67
Rollins Financial
Georgia
$1.24M 17,715 -170 -1%
MIA
68
MMBG Investment Advisors
Florida
$1.23M 17,600 – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2M 17,151 -740 -4%
CC
70
Callan Capital
California
$1.15M 16,432 -133 -0.8%
BRWA
71
B. Riley Wealth Advisors
Florida
$1.15M 16,381 +511 +3%
AMC
72
Asset Management Corp
Illinois
$1.13M 16,074 +444 +3%
TFA
73
Teamwork Financial Advisors
Texas
$1.12M 15,945 -585 -4%
SPC
74
Sigma Planning Corp
Michigan
$1.1M 15,732 -2,671 -15%
KIA
75
KCM Investment Advisors
California
$1.1M 15,678 -288 -2%
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