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iShares US Financials ETF
IYF

Overview Fund Activity

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M
2
SG Americas Securities
2
SG Americas Securities
New York
$63.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$168M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$30.3M
5
PCH
5
PGIM Custom Harvest
New Jersey
$18.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.3M
3
Wells Fargo
3
Wells Fargo
California
$28.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$447K
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$1.92M 25,725 -2,161 -8%
GWM
52
Geneos Wealth Management
Colorado
$1.88M 25,163 -26 -0.1%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$1.87M 25,074 -222 -0.9%
DC
54
Davenport & Co
Virginia
$1.79M 23,967 -690 -3%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$1.69M 22,572 -210 -0.9%
VCM
56
Virtue Capital Management
Tennessee
$1.62M 21,738 – –
KA
57
Kovack Advisors
Florida
$1.59M 21,247 -5,865 -22%
Mariner
58
Mariner
Kansas
$1.45M 19,456 +5,557 +40%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.45M 19,435 -5,710 -23%
AFC
60
AFT Forsyth & Company
Florida
$1.4M 18,771 -165 -0.9%
FFS
61
Founders Financial Securities
Maryland
$1.35M 18,057 -377 -2%
EL
62
Essex LLC
Illinois
$1.34M 17,917 -7,545 -30%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$1.32M 17,620 -850 -5%
MIA
64
MMBG Investment Advisors
Florida
$1.32M 17,600 – –
HNB
65
Huntington National Bank
Ohio
– – – –
Creative Planning
66
Creative Planning
Kansas
$1.24M 16,583 +1,134 +7%
Corient Private Wealth
67
Corient Private Wealth
Florida
$1.24M 16,541 +3,426 +26%
Comerica Bank
68
Comerica Bank
Texas
$1.22M 16,299 +16,299 New
CC
69
Callan Capital
California
$1.19M 15,928 -13 -0.1%
AAS
70
Ameritas Advisory Services
Nebraska
$1.18M 15,813 -687 -4%
Vontobel Holding
71
Vontobel Holding
Switzerland
$1.12M 15,000 – –
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$1.07M 14,353 +180 +1%
CAM
73
Cresset Asset Management
Illinois
$1.05M 14,059 +1 +0%
NF
74
Nikulski Financial
Iowa
$991K 13,262 +2,401 +22%
AWM
75
AE Wealth Management
Kansas
$990K 13,246 -6,362 -32%
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