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iShares US Financials ETF
IYF

Overview Fund Activity

366 hedge funds and large institutions have $1.47B invested in iShares US Financials ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 15 closing their positions.

Holders
366
Holders Change
+10
Holders Change %
+2.81%
% of All Funds
5.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
31
Increased
122
Reduced
111
Closed
15
Calls
$1M
Puts
$47K
Net Calls
+$955K
Net Calls Change
+$1.39M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.6M
2
PCH
2
PGIM Custom Harvest
New Jersey
$42M
3
LPL Financial
3
LPL Financial
California
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$7.59M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$1.05M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
DZ Bank
3
DZ Bank
Germany
$239K
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$194M
5
PF
5
Phoenix Financial
Israel
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
51
Pettyjohn Wood & White
Virginia
$3.49M 36,892 -525 -1%
SF
52
Synovus Financial
Georgia
$3.45M 36,512 -425 -1%
TCG
53
Transcendent Capital Group
Oklahoma
$3.3M 34,923 +34,923 New
CFO
54
Colony Family Offices
North Carolina
$3.08M 32,591 – –
BWP
55
Balboa Wealth Partners
Arizona
$2.8M 29,642 +2,558 +9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$2.69M 28,440 -1,452 -5%
Truist Financial
57
Truist Financial
North Carolina
$2.62M 27,736 +2,252 +9%
SA
58
Sanctuary Advisors
Indiana
$2.54M 27,603 +27,603 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$2.45M 25,927 -31 -0.1%
GKWIM
60
Gerber Kawasaki Wealth & Investment Management
California
$2.43M 25,677 +917 +4%
GWM
61
Geneos Wealth Management
Colorado
$2.31M 24,419 -95 -0.4%
CI
62
CX Institutional
Indiana
$2.3M 24,326 -789 -3%
NA
63
NewEdge Advisors
Louisiana
$2.29M 24,258 -1,209 -5%
ES
64
Eagle Strategies
New York
$2.28M 24,122 +20,287 +529%
SG
65
Somerset Group
Minnesota
$2.17M 22,995 +114 +0.5%
PAG
66
Private Advisor Group
New Jersey
$2.12M 22,387 -14,516 -39%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.05M 21,816 +27 +0.1%
KA
68
Kovack Advisors
Florida
$1.92M 20,293 -860 -4%
EE
69
EWG Elevate
California
$1.91M 20,235 -19,948 -50%
SCA
70
Snowden Capital Advisors
New York
$1.85M 19,575 -629 -3%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.84M 19,396 -796 -4%
DC
72
Davenport & Co
Virginia
$1.83M 19,357 +392 +2%
FFS
73
Founders Financial Securities
Maryland
$1.81M 19,180 +755 +4%
Mariner
74
Mariner
Kansas
$1.8M 18,994 +876 +5%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$1.79M 18,963 +18,963 New
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