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iShares US Financials ETF
IYF

Overview Fund Activity

249 hedge funds and large institutions have $741M invested in iShares US Financials ETF in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 187 increasing their positions, 10 reducing their positions, and 21 closing their positions.

Holders
249
Holders Change
+26
Holders Change %
+11.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
187
Reduced
10
Closed
21
Calls
$734K
Puts
–
Net Calls
+$734K
Net Calls Change
+$1.13M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$172M
2
Morgan Stanley
2
Morgan Stanley
New York
$78.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$51.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$23.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$33.6M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
FPGK
2
Financial Partners Group (Kansas)
Kansas
$0
3
5L
3
55I LLC
Massachusetts
$230K
4
DFG
4
Demars Financial Group
Washington
$0
5
B
5
Barings
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI
76
CX Institutional
Indiana
$835K 12,500 +12,500 New
PCH
77
PGIM Custom Harvest
New Jersey
$833K 12,482 +12,482 New
MCM
78
Magnolia Capital Management
New York
$798K 11,950 +5,975 +100%
CB
79
Commerce Bank
Missouri
$783K 11,720 +5,860 +100%
Deutsche Bank
80
Deutsche Bank
Germany
$759K 11,360 +5,508 +94%
BAM
81
Bellevue Asset Management
Washington
$727K 10,808 +4,148 +62%
KF
82
Krilogy Financial
Missouri
$724K 10,842 +5,421 +100%
MGIA
83
Matthew Goff Investment Advisor
Texas
$705K 10,558 +5,279 +100%
Creative Planning
84
Creative Planning
Kansas
$702K 10,507 +5,141 +96%
ECML
85
Eagle Capital Management (Louisiana)
Louisiana
$685K 10,255 +5,078 +98%
CS
86
Credit Suisse
Switzerland
$675K 10,104 +1,371 +16%
BIA
87
Bigelow Investment Advisors
Maine
$643K 9,630 +4,860 +102%
PFS
88
Prospera Financial Services
Texas
$640K 9,594 +8,093 +539%
DI
89
DAGCO Inc
Ohio
$636K 9,520 +4,820 +103%
APA
90
American Portfolios Advisors
New York
$627K 9,393 +4,740 +102%
CCA
91
Cadent Capital Advisors
Oklahoma
$623K 9,330 +9,330 New
WP
92
WealthSource Partners
California
$615K 9,207 -6,196 -40%
APWA
93
Atlas Private Wealth Advisors
New Jersey
$594K 8,900 +5,450 +158%
GC
94
Grimes & Company
Massachusetts
$594K 8,900 +8,900 New
M&T Bank
95
M&T Bank
New York
$585K 8,762 +4,044 +86%
NA
96
Navellier & Associates
Nevada
$568K 8,510 +8,510 New
WMP
97
Wealth Management Partners
Arizona
$562K 8,364 +8,364 New
NWA
98
Navis Wealth Advisors
New York
$556K 8,328 +8,328 New
SB
99
Simmons Bank
Arkansas
$554K 8,310 +4,155 +100%
SFPG
100
Stonebridge Financial Planning Group
Florida
$553K 8,277 +4,138 +100%
2 3
4
5 6