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iShares US Financials ETF
IYF

Overview Fund Activity

430 hedge funds and large institutions have $4.07B invested in iShares US Financials ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 105 reducing their positions, and 17 closing their positions.

Holders
430
Holders Change
+45
Holders Change %
+11.69%
% of All Funds
5.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
73
Increased
151
Reduced
105
Closed
17
Calls
$3.13M
Puts
$3.9M
Net Calls
-$774K
Net Calls Change
-$2.42M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.88B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$124M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$113M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$72.2M
5
Wells Fargo
5
Wells Fargo
California
$54.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$210M
4
GS
4
GTS Securities
New York
$432K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Stillwater Capital Advisors
Pennsylvania
$6.03M 54,509 +3,352 +7%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$5.89M 53,268 +7,441 +16%
BCM
53
Brookstone Capital Management
Illinois
$5.59M 50,588 -2,911 -5%
SFS
54
Sharp Financial Services
Pennsylvania
$5.51M 49,815 +1,130 +2%
TF
55
Trek Financial
Arizona
$5.24M 47,371 +47,371 New
CIA
56
Concurrent Investment Advisors
Florida
$5.16M 46,645 -5,880 -11%
Mariner
57
Mariner
Kansas
$4.53M 40,925 +21,796 +114%
NA
58
NewEdge Advisors
Louisiana
$4.31M 38,985 +11,512 +42%
HA
59
HC Advisors
Georgia
$4.26M 38,563 -2,005 -5%
CA
60
CoreCap Advisors
Michigan
$4.25M 38,403 +5,580 +17%
PWW
61
Pettyjohn Wood & White
Virginia
$4.04M 36,520 -55 -0.2%
KF
62
KKM Financial
Illinois
$4.02M 35,222 +13,246 +60%
WEG
63
World Equity Group
Illinois
$4.01M 36,258 +36,258 New
Jones Financial Companies
64
Jones Financial Companies
Missouri
$3.98M 36,005 +14,929 +71%
SF
65
Synovus Financial
Georgia
$3.98M 35,977 -590 -2%
FMP
66
Financial Management Professionals
Texas
$3.84M 34,745 +1,232 +4%
KWM
67
Kingsview Wealth Management
Oregon
$3.84M 34,689 +34,689 New
RAS
68
RPS Advisory Solutions
Kentucky
$3.8M 34,379 -987 -3%
Truist Financial
69
Truist Financial
North Carolina
$3.63M 32,857 +1,894 +6%
FHC
70
First Heartland Consultants
Missouri
$3.45M 31,204 +2,556 +9%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$3.28M 29,628 +17,094 +136%
PAG
72
Private Advisor Group
New Jersey
$3.21M 29,060 -8,310 -22%
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$3.18M 28,722 +666 +2%
CFO
74
Colony Family Offices
North Carolina
$3.05M 27,611 – –
EE
75
EWG Elevate
California
$2.99M 27,009 +16,170 +149%
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