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iShares US Financials ETF
IYF

Overview Fund Activity

273 hedge funds and large institutions have $1,000M invested in iShares US Financials ETF in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
45
Increased
82
Reduced
63
Closed
18
Calls
$2.1M
Puts
–
Net Calls
+$2.1M
Net Calls Change
+$1.36M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$47.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$107M
4
B
4
Barings
North Carolina
$14.6M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$8.69M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$121M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.28M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.85M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$40.6M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$1.26M 16,788 +336 +2%
Creative Planning
77
Creative Planning
Kansas
$1.23M 16,359 +5,852 +56%
AFC
78
AFT Forsyth & Company
Florida
$1.21M 16,092 +650 +4%
AW
79
ACG Wealth
Georgia
$1.2M 16,078 – –
KIA
80
KCM Investment Advisors
California
$1.2M 16,040 -150 -0.9%
TLFA
81
True Link Financial Advisors
California
$1.11M 14,880 – –
BRWA
82
B. Riley Wealth Advisors
Florida
$976K 13,035 +13,035 New
KAS
83
Kestra Advisory Services
Texas
$971K 12,973 -18,475 -59%
FEM
84
Fulcrum Equity Management
Texas
$971K 12,974 -3,629 -22%
PFS
85
Prospera Financial Services
Texas
$968K 12,927 +3,333 +35%
ACM
86
AlphaStar Capital Management
North Carolina
$904K 12,072 -165 -1%
CB
87
Commerce Bank
Missouri
$900K 12,020 +300 +3%
MCM
88
Magnolia Capital Management
New York
$895K 11,950 – –
VCM
89
Virtue Capital Management
Tennessee
$866K 11,568 +11,568 New
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$854K 11,413 -1,629 -12%
Deutsche Bank
91
Deutsche Bank
Germany
$851K 11,360 – –
ECML
92
Eagle Capital Management (Louisiana)
Louisiana
$822K 10,981 +726 +7%
KF
93
Krilogy Financial
Missouri
$812K 10,842 – –
BAM
94
Bellevue Asset Management
Washington
$798K 10,636 -172 -2%
MGIA
95
Matthew Goff Investment Advisor
Texas
$790K 10,558 – –
NWA
96
Navis Wealth Advisors
New York
$790K 10,558 +2,230 +27%
APWA
97
Atlas Private Wealth Advisors
New Jersey
$760K 10,150 +1,250 +14%
EDRH
98
Edmond de Rothschild Holding
Switzerland
$728K 9,719 +2,919 +43%
BIA
99
Bigelow Investment Advisors
Maine
$721K 9,630 – –
APA
100
American Portfolios Advisors
New York
$712K 9,514 +121 +1%
2 3
4
5 6