IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

385 hedge funds and large institutions have $1.88B invested in iShares US Financials ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 92 reducing their positions, and 16 closing their positions.

Holders
385
Holders Change
+19
Holders Change %
+5.19%
% of All Funds
5.57%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
37
Increased
148
Reduced
92
Closed
16
Calls
$2.05M
Puts
$405K
Net Calls
+$1.64M
Net Calls Change
+$687K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$68.2M
2
Fidelity International
2
Fidelity International
Bermuda
$54.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$44.7M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$27.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.9M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$206M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$66.2M
3
TCG
3
Transcendent Capital Group
Oklahoma
$0
4
KF
4
KKM Financial
Illinois
$2.28M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Sharp Financial Services
Pennsylvania
$5.06M 48,685 +2,419 +5%
GS
52
GTS Securities
New York
$4.87M 46,849 +32,906 +236%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$4.76M 45,827 +2,197 +5%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$4.71M 45,353 -222 -0.5%
Citadel Advisors
55
Citadel Advisors
Florida
$4.33M 41,634 +39,386 +1,752%
HA
56
HC Advisors
Georgia
$4.22M 40,568 +877 +2%
PAG
57
Private Advisor Group
New Jersey
$3.88M 37,370 +14,983 +67%
PWW
58
Pettyjohn Wood & White
Virginia
$3.8M 36,575 -317 -0.9%
SF
59
Synovus Financial
Georgia
$3.8M 36,567 +55 +0.2%
SHFP
60
Second Half Financial Partners
Florida
$3.68M 35,447 +35,447 New
RAS
61
RPS Advisory Solutions
Kentucky
$3.67M 35,366 -1,656 -4%
FMP
62
Financial Management Professionals
Texas
$3.48M 33,513 +33,513 New
CA
63
CoreCap Advisors
Michigan
$3.41M 32,823 +32,823 New
Truist Financial
64
Truist Financial
North Carolina
$3.22M 30,963 +3,227 +12%
BWP
65
Balboa Wealth Partners
Arizona
$3.01M 28,998 -644 -2%
FHC
66
First Heartland Consultants
Missouri
$2.98M 28,648 -648 -2%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$2.92M 28,056 +2,379 +9%
CFO
68
Colony Family Offices
North Carolina
$2.87M 27,611 -4,980 -15%
NA
69
NewEdge Advisors
Louisiana
$2.85M 27,473 +3,215 +13%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$2.83M 27,198 -1,242 -4%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2.68M 25,793 -134 -0.5%
GWM
72
Geneos Wealth Management
Colorado
$2.53M 24,398 -21 -0.1%
ES
73
Eagle Strategies
New York
$2.4M 23,139 -983 -4%
SG
74
Somerset Group
Minnesota
$2.39M 22,980 -15 -0.1%
CI
75
CX Institutional
Indiana
$2.37M 22,847 -1,479 -6%
1 2
3
4 5