IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

291 hedge funds and large institutions have $883M invested in iShares US Financials ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 42 closing their positions.

Holders
291
Holders Change
-29
Holders Change %
-9.06%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
86
Reduced
109
Closed
42
Calls
$3.05M
Puts
$903K
Net Calls
+$2.14M
Net Calls Change
-$1.67M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$115M
2
MIH
2
Meitav Investment House
Israel
$5.43M
3
WT
3
Washington Trust
Rhode Island
$4.42M
4
PCH
4
PGIM Custom Harvest
New Jersey
$14.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.57M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$160K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.85M
3
TBC
3
Ted Buchan & Co
California
$0
4
MFG
4
Marmo Financial Group
Tennessee
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$87.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EL
51
Essex LLC
Illinois
$2.03M 26,921 – –
GKWIM
52
Gerber Kawasaki Wealth & Investment Management
California
$1.97M 27,755 -1,528 -5%
KA
53
Kovack Advisors
Florida
$1.95M 27,437 +1,032 +4%
HNB
54
Huntington National Bank
Ohio
– – – –
MML Investors Services
55
MML Investors Services
Massachusetts
$1.89M 26,617 -6,173 -19%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.82M 25,560 -12 -0%
GWM
57
Geneos Wealth Management
Colorado
$1.79M 25,179 +209 +0.8%
DC
58
Davenport & Co
Virginia
$1.74M 24,487 +2,484 +11%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$1.65M 20,517 +69 +0.3%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.65M 23,157 -17,876 -44%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.6M 22,417 +759 +4%
PAG
62
Private Advisor Group
New Jersey
$1.59M 22,302 -10,812 -33%
AFC
63
AFT Forsyth & Company
Florida
$1.36M 19,166 +75 +0.4%
SCA
64
Snowden Capital Advisors
New York
$1.33M 18,643 -1,096 -6%
Millennium Management
65
Millennium Management
New York
$1.3M 18,241 +5,268 +41%
MIA
66
MMBG Investment Advisors
Florida
$1.25M 17,600 – –
FFS
67
Founders Financial Securities
Maryland
$1.22M 17,182 +73 +0.4%
AAS
68
Ameritas Advisory Services
Nebraska
$1.19M 16,664 -11,900 -42%
GT
69
Glenview Trust
Kentucky
$1.13M 15,951 -160 -1%
CC
70
Callan Capital
California
$1.13M 15,941 -97 -0.6%
FHC
71
First Heartland Consultants
Missouri
$1.13M 15,941 -36 -0.2%
Creative Planning
72
Creative Planning
Kansas
$1.08M 15,247 -756 -5%
Vontobel Holding
73
Vontobel Holding
Switzerland
$1.07M 15,000 – –
TRCT
74
Tower Research Capital (TRC)
New York
$1.07M 14,988 +645 +4%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$1.05M 14,774 +9,365 +173%
1 2
3
4 5