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iShares US Financials ETF
IYF

Overview Fund Activity

451 hedge funds and large institutions have $2.37B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
451
Holders Change
+35
Holders Change %
+8.41%
% of All Funds
6.06%
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
130
Reduced
129
Closed
22
Calls
$423K
Puts
$218K
Net Calls
+$205K
Net Calls Change
+$509K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
76
Kovitz Investment Group Partners
Illinois
$3.06M 25,311 +23,434 +1,248%
SG
77
Somerset Group
Minnesota
$2.99M 24,754 +795 +3%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$2.99M 24,713 -876 -3%
Renaissance Technologies
79
Renaissance Technologies
New York
$2.89M 23,900 +23,900 New
GWM
80
Geneos Wealth Management
Colorado
$2.84M 23,443 -23,461 -50%
UW
81
Unique Wealth
Florida
$2.79M 23,099 +23,099 New
CI
82
CX Institutional
Indiana
$2.65M 21,915 -25,170 -53%
BWP
83
Balboa Wealth Partners
Arizona
$2.62M 21,678 +21,678 New
AI
84
Atria Investments
North Carolina
$2.5M 20,702 +5,325 +35%
WIP
85
WealthCare Investment Partners
Rhode Island
$2.5M 20,314 +232 +1%
MA
86
Mutual Advisors
Nebraska
$2.42M 19,435 -797 -4%
KA
87
Kovack Advisors
Florida
$2.39M 19,722 +40 +0.2%
CCA
88
Cadent Capital Advisors
Oklahoma
$2.35M 19,438 +19,438 New
HNB
89
Huntington National Bank
Ohio
– – – –
AR
90
Apeiron RIA
Texas
$2.19M 18,107 +1,784 +11%
SWM
91
Spire Wealth Management
Virginia
$2.11M 17,405 +685 +4%
FFS
92
Founders Financial Securities
Maryland
$2.1M 17,346 -726 -4%
MML Investors Services
93
MML Investors Services
Massachusetts
$2.08M 17,200 -2,226 -11%
DC
94
Davenport & Co
Virginia
$2.06M 17,064 -303 -2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$2.03M 16,805 -110 -0.7%
AWM
96
Avior Wealth Management
Nebraska
$2.03M 16,776 +554 +3%
JWCA
97
J.W. Cole Advisors
Florida
$2.01M 16,599 +11,226 +209%
AFC
98
AFT Forsyth & Company
Florida
$2M 16,501 -15 -0.1%
KCM
99
Kennicott Capital Management
California
$1.99M 16,428 +16,428 New
EE
100
EWG Elevate
California
$1.94M 16,066 -11,003 -41%
2 3
4
5 6