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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
PCH
3
PGIM Custom Harvest
New Jersey
$10.8M
4
CG
4
Colony Group
Massachusetts
$7.27M
5
TBC
5
Ted Buchan & Co
California
$5.37M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
51
Beam Wealth Advisors
Louisiana
$2.61M 34,622 +5,455 +19%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$2.6M 34,409 -7,242 -17%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.48M 32,790 -4,033 -11%
SG
54
Somerset Group
Minnesota
$2.47M 32,695 -263 -0.8%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$2.43M 32,151 -987 -3%
SFG
56
Sowa Financial Group
Rhode Island
$2.26M 29,952 -6,419 -18%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$2.21M 29,283 -5,576 -16%
HNB
58
Huntington National Bank
Ohio
– – – –
AAS
59
Ameritas Advisory Services
Nebraska
$2.16M 28,564 +9,207 +48%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$2.04M 26,994 +164 +0.6%
EL
61
Essex LLC
Illinois
$2.03M 26,921 -109 -0.4%
KA
62
Kovack Advisors
Florida
$1.99M 26,405 -5,205 -16%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$1.93M 25,572 +2,329 +10%
Citadel Advisors
64
Citadel Advisors
Florida
$1.91M 25,310 -10,254 -29%
GWM
65
Geneos Wealth Management
Colorado
$1.88M 24,970 +253 +1%
CI
66
CX Institutional
Indiana
$1.77M 23,387 -44,139 -65%
CA
67
CoreCap Advisors
Michigan
$1.71M 22,705 +22,705 New
Walleye Trading
68
Walleye Trading
New York
$1.67M 22,105 +15,215 +221%
DC
69
Davenport & Co
Virginia
$1.66M 22,003 -301 -1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.64M 21,658 +15,314 +241%
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$1.54M 20,448 -519 -2%
SCA
72
Snowden Capital Advisors
New York
$1.49M 19,739 +14,696 +291%
AFC
73
AFT Forsyth & Company
Florida
$1.44M 19,091 +74 +0.4%
BRWA
74
B. Riley Wealth Advisors
Florida
$1.4M 18,585 -66 -0.4%
MIA
75
MMBG Investment Advisors
Florida
$1.33M 17,600 – –
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