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iShares US Financials ETF
IYF

Overview Fund Activity

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M

Top Buyers

1
WT
1
Washington Trust
Rhode Island
$20.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$131M
3
FCFC
3
First Citizens Financial Corp
Iowa
$5.56M
4
KAS
4
Kestra Advisory Services
Texas
$3.67M
5
VCM
5
Virtue Capital Management
Tennessee
$1.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$129M
2
SCA
2
Stillwater Capital Advisors
Pennsylvania
$4.63M
3
CG
3
Colony Group
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$18.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
51
Kovack Advisors
Florida
$2.02M 27,112 -325 -1%
EL
52
Essex LLC
Illinois
$1.9M 25,462 -1,459 -5%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$1.89M 25,296 -2,459 -9%
GWM
54
Geneos Wealth Management
Colorado
$1.88M 25,189 +10 +0%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.88M 25,145 -1,472 -6%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.85M 24,798 +1,641 +7%
DC
57
Davenport & Co
Virginia
$1.84M 24,657 +170 +0.7%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.7M 22,782 -2,778 -11%
FHC
59
First Heartland Consultants
Missouri
$1.66M 22,198 +6,257 +39%
VCM
60
Virtue Capital Management
Tennessee
$1.62M 21,738 +21,738 New
AWM
61
AE Wealth Management
Kansas
$1.46M 19,608 -52,521 -73%
AFC
62
AFT Forsyth & Company
Florida
$1.41M 18,936 -230 -1%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$1.38M 18,470 -2,047 -10%
HNB
64
Huntington National Bank
Ohio
– – – –
FFS
65
Founders Financial Securities
Maryland
$1.38M 18,434 +1,252 +7%
PRS
66
Pinkerton Retirement Specialists
Idaho
$1.37M 18,425 +18,425 New
MIA
67
MMBG Investment Advisors
Florida
$1.28M 17,600 – –
GT
68
Glenview Trust
Kentucky
$1.28M 17,097 +1,146 +7%
AAS
69
Ameritas Advisory Services
Nebraska
$1.23M 16,500 -164 -1%
CC
70
Callan Capital
California
$1.19M 15,941 – –
SCA
71
Snowden Capital Advisors
New York
$1.18M 15,843 -2,800 -15%
Creative Planning
72
Creative Planning
Kansas
$1.15M 15,449 +202 +1%
Vontobel Holding
73
Vontobel Holding
Switzerland
$1.12M 15,000 – –
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$1.06M 14,173 -8,244 -37%
CAM
75
Cresset Asset Management
Illinois
$1.05M 14,058 +9,785 +229%
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