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iShares US Financials ETF
IYF

Overview Fund Activity

307 hedge funds and large institutions have $1.01B invested in iShares US Financials ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 83 reducing their positions, and 11 closing their positions.

Holders
307
Holders Change
+11
Holders Change %
+3.72%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
97
Reduced
83
Closed
11
Calls
$5.04M
Puts
$330K
Net Calls
+$4.71M
Net Calls Change
-$1.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$20.8M
2
Wells Fargo
2
Wells Fargo
California
$48.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$53.1M
4
PFS
4
Prospera Financial Services
Texas
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$102K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
AW
76
ACG Wealth
Georgia
$1.32M 16,008 -670 -4%
TRCT
77
Tower Research Capital (TRC)
New York
$1.28M 15,540 -22,340 -59%
BRWA
78
B. Riley Wealth Advisors
Florida
$1.25M 15,092 +1,511 +11%
AIC
79
Ameritas Investment Company
Nebraska
$1.22M 14,750 +4,022 +37%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$1.19M 14,385 +1,217 +9%
KAS
81
Kestra Advisory Services
Texas
$1.14M 13,780 +648 +5%
Creative Planning
82
Creative Planning
Kansas
$1.09M 13,202 -521 -4%
CWM
83
Chesapeake Wealth Management
Virginia
$1.06M 12,850 -2,056 -14%
VCM
84
Virtue Capital Management
Tennessee
$1.06M 12,801 -6,439 -33%
SI
85
Stephens Inc
Arkansas
$1.05M 12,741 +770 +6%
AWM
86
AE Wealth Management
Kansas
$1.03M 12,418 -51,256 -80%
GT
87
Glenview Trust
Kentucky
$1M 12,167 -1,283 -10%
CB
88
Commerce Bank
Missouri
$993K 12,020 – –
CAN
89
Cetera Advisor Networks
California
$984K 11,923 +3,879 +48%
CA
90
Calton & Associates
Florida
$968K 11,732 -29 -0.2%
MA
91
Mutual Advisors
Nebraska
$957K 11,590 -43 -0.4%
ECML
92
Eagle Capital Management (Louisiana)
Louisiana
$929K 11,251 +82 +0.7%
MIAN
93
Mariner Independent Advisor Network
Kansas
$922K 11,177 +225 +2%
HSBC Holdings
94
HSBC Holdings
United Kingdom
– – – –
Citigroup
95
Citigroup
New York
$895K 10,845 -9,782 -47%
KF
96
Krilogy Financial
Missouri
$895K 10,842 – –
Renaissance Technologies
97
Renaissance Technologies
New York
$892K 10,800 +3,600 +50%
NWA
98
Navis Wealth Advisors
New York
$877K 10,622 – –
MGIA
99
Matthew Goff Investment Advisor
Texas
$872K 10,558 – –
CF
100
Centaurus Financial
California
$870K 10,535 +68 +0.6%
2 3
4
5 6