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iShares US Financials ETF
IYF

Overview Fund Activity

346 hedge funds and large institutions have $1.27B invested in iShares US Financials ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 23 closing their positions.

Holders
346
Holders Change
+39
Holders Change %
+12.7%
% of All Funds
5.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
66
Increased
113
Reduced
83
Closed
23
Calls
$2.77M
Puts
$381K
Net Calls
+$2.38M
Net Calls Change
-$2.32M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$159M
2
PWS
2
Paragon Wealth Strategies
Florida
$11.7M
3
KWA
3
Kellett Wealth Advisors
Ohio
$10.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
5
GWM
5
GDS Wealth Management
Texas
$9.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.3M
2
BCM
2
Brookstone Capital Management
Illinois
$1.25M
3
B
3
Barings
North Carolina
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.68M
5
Barclays
5
Barclays
United Kingdom
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$1.53M 17,641 -1,009 -5%
MIA
77
MMBG Investment Advisors
Florida
$1.53M 17,600 +17,600 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M 17,179 -498 -3%
VCM
79
Virtue Capital Management
Tennessee
$1.47M 16,912 +4,111 +32%
CC
80
Callan Capital
California
$1.45M 16,749 – –
KIA
81
KCM Investment Advisors
California
$1.4M 16,185 +81 +0.5%
BRWA
82
B. Riley Wealth Advisors
Florida
$1.38M 15,890 +798 +5%
AMC
83
Asset Management Corp
Illinois
$1.36M 15,630 +15,630 New
HF
84
HRT Financial
New York
$1.35M 15,573 -14,365 -48%
Millennium Management
85
Millennium Management
New York
$1.32M 15,200 -14,861 -49%
AW
86
ACG Wealth
Georgia
$1.28M 14,816 -1,192 -7%
SWM
87
Spire Wealth Management
Virginia
$1.26M 14,526 +12,687 +690%
BCM
88
Brookstone Capital Management
Illinois
$1.25M 13,738 -121,114 -90%
Barclays
89
Barclays
United Kingdom
$1.24M 14,329 -63,667 -82%
Creative Planning
90
Creative Planning
Kansas
$1.23M 14,149 +947 +7%
FTS
91
Fifth Third Securities
Ohio
$1.19M 13,739 -3,392 -20%
KAS
92
Kestra Advisory Services
Texas
$1.19M 13,714 -66 -0.5%
ACM
93
AlphaStar Capital Management
North Carolina
$1.17M 13,019 -23,896 -65%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$1.13M 13,079 +13,079 New
EDRH
95
Edmond de Rothschild Holding
Switzerland
$1.12M 12,939 +3,220 +33%
MIAN
96
Mariner Independent Advisor Network
Kansas
$1.11M 12,745 +1,568 +14%
CWM
97
Chesapeake Wealth Management
Virginia
$1.07M 12,315 -535 -4%
CB
98
Commerce Bank
Missouri
$1.04M 12,020 – –
Citigroup
99
Citigroup
New York
$1.02M 11,813 +968 +9%
MA
100
Mutual Advisors
Nebraska
$1.01M 11,690 +100 +0.9%
2 3
4
5 6