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iShares US Financials ETF
IYF

Overview Fund Activity

454 hedge funds and large institutions have $2.39B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 132 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+38
Holders Change %
+9.13%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
132
Reduced
130
Closed
22
Calls
$3.33M
Puts
$5.88M
Net Calls
-$2.55M
Net Calls Change
-$2.25M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$44M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$34.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.8M
4
SWP
Sagespring Wealth Partners
Tennessee
+$26.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$23.5M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$173M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$70.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$62.3M
4
Goldman Sachs
Goldman Sachs
New York
-$28.5M
5
MWM
MinichMacGregor Wealth Management
New York
-$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$6.15M -$70.8M -585,409 -92%
ZIG
52
Zurich Insurance Group
Switzerland
$6.12M +$6.12M +50,250 New
NA
53
NewEdge Advisors
Louisiana
$5.76M +$500K +4,136 +10%
PAG
54
Private Advisor Group
New Jersey
$5.71M +$622K +5,144 +12%
Mariner
55
Mariner
Kansas
$5.54M +$189K +1,560 +4%
AWM
56
AE Wealth Management
Kansas
$5.07M +$1.13M +9,327 +29%
ES
57
Eagle Strategies
New York
$4.81M +$1.9M +15,691 +65%
PG
58
Prostatis Group
Maryland
$4.71M +$1.27M +10,512 +37%
PFS
59
Prospera Financial Services
Texas
$4.55M -$7.92M -65,490 -64%
EFG
60
Ethos Financial Group
Pennsylvania
$4.54M -$25.8K -213 -0.6%
HA
61
HC Advisors
Georgia
$4.53M -$55.8K -461 -1%
SF
62
Synovus Financial
Georgia
$4.37M +$29.8K +246 +0.7%
PWW
63
Pettyjohn Wood & White
Virginia
$4.2M -$27.2K -225 -0.6%
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$3.97M +$364K +3,012 +10%
FHC
65
First Heartland Consultants
Missouri
$3.9M +$156K +1,287 +4%
KF
66
KKM Financial
Illinois
$3.89M -$245K -2,028 -6%
HighTower Advisors
67
HighTower Advisors
Illinois
$3.6M +$81.1K +670 +2%
Corient Private Wealth
68
Corient Private Wealth
Florida
$3.59M +$2.57M +21,288 +252%
UFF
69
USA Financial Formulas
Michigan
$3.58M +$3.58M +29,559 New
Truist Financial
70
Truist Financial
North Carolina
$3.43M -$111K -920 -3%
PAS
71
Park Avenue Securities
New York
$3.38M +$3.38M +27,949 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$3.38M -$9.44K -78 -0.3%
SWP
73
Stratos Wealth Partners
Ohio
$3.35M +$2.85M +23,551 +571%
SPIA
74
Steward Partners Investment Advisory
New York
$3.18M +$1.47M +12,134 +86%
SC
75
Syon Capital
California
$3.15M -$14.5K -120 -0.5%
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