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iShares US Financials ETF
IYF

Overview Fund Activity

356 hedge funds and large institutions have $1.55B invested in iShares US Financials ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 24 closing their positions.

Holders
356
Holders Change
+17
Holders Change %
+5.01%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
44
Increased
101
Reduced
113
Closed
24
Calls
$803K
Puts
$1.23M
Net Calls
-$431K
Net Calls Change
-$1.47M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$120M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$82.2M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
DZ Bank
4
DZ Bank
Germany
$11.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
CW
2
Connectus Wealth
Ohio
$0
3
MIH
3
Meitav Investment House
Israel
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$205M
5
ASN
5
Advisory Services Network
Georgia
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$3.74M 39,112 +1,102 +3%
PWW
52
Pettyjohn Wood & White
Virginia
$3.58M 37,417 -700 -2%
HA
53
HC Advisors
Georgia
$3.57M 37,306 +1,090 +3%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$3.56M 37,189 +9,645 +35%
SF
55
Synovus Financial
Georgia
$3.53M 36,937 -294 -0.8%
PAG
56
Private Advisor Group
New Jersey
$3.53M 36,903 -2,247 -6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$3.4M 35,557 +1,192 +3%
CFO
58
Colony Family Offices
North Carolina
$3.12M 32,591 – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$2.86M 29,892 -26,477 -47%
FHC
60
First Heartland Consultants
Missouri
$2.84M 29,649 +29,649 New
BWP
61
Balboa Wealth Partners
Arizona
$2.59M 27,084 +11,574 +75%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$2.48M 25,958 -722 -3%
Truist Financial
63
Truist Financial
North Carolina
$2.44M 25,484 +19,931 +359%
NA
64
NewEdge Advisors
Louisiana
$2.44M 25,467 +18,787 +281%
CI
65
CX Institutional
Indiana
$2.4M 25,115 -23,576 -48%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$2.37M 24,760 +439 +2%
GWM
67
Geneos Wealth Management
Colorado
$2.34M 24,514 -441 -2%
SG
68
Somerset Group
Minnesota
$2.19M 22,881 -5,738 -20%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.07M 21,789 -11,176 -34%
KA
70
Kovack Advisors
Florida
$2.02M 21,153 -11 -0.1%
WA
71
Wealthstar Advisors
Texas
$2.01M 21,037 +3,825 +22%
SCA
72
Snowden Capital Advisors
New York
$1.93M 20,204 -3,614 -15%
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.93M 20,192 +1,432 +8%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$1.85M 19,347 +1,865 +11%
DC
75
Davenport & Co
Virginia
$1.81M 18,965 -2,634 -12%
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