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iShares US Financials ETF
IYF

Overview Fund Activity

341 hedge funds and large institutions have $1.11B invested in iShares US Financials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 35 closing their positions.

Holders
341
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
126
Reduced
94
Closed
35
Calls
$2.87M
Puts
$431K
Net Calls
+$2.44M
Net Calls Change
+$59K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$187M
2
Ameriprise
2
Ameriprise
Minnesota
$27.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$51.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$63.1M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.77M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$227K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$122M
5
HWA
5
HCR Wealth Advisors
California
$370K
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
76
Teamwork Financial Advisors
Texas
$1.4M 16,530 +16,530 New
KIA
77
KCM Investment Advisors
California
$1.35M 15,966 -219 -1%
NA
78
NewEdge Advisors
Louisiana
$1.34M 15,900 -25,459 -62%
BRWA
79
B. Riley Wealth Advisors
Florida
$1.34M 15,870 -20 -0.1%
AMC
80
Asset Management Corp
Illinois
$1.32M 15,630 – –
Citadel Advisors
81
Citadel Advisors
Florida
$1.32M 15,612 -37,230 -70%
Creative Planning
82
Creative Planning
Kansas
$1.32M 15,607 +1,458 +10%
Vontobel Holding
83
Vontobel Holding
Switzerland
$1.27M 15,000 +15,000 New
AW
84
ACG Wealth
Georgia
$1.25M 14,825 +9 +0.1%
CAG
85
Csenge Advisory Group
Florida
$1.23M 14,587 -8,042 -36%
KAS
86
Kestra Advisory Services
Texas
$1.18M 13,998 +284 +2%
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.16M 13,770 +5,526 +67%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.16M 13,700 -34,571 -72%
MIAN
89
Mariner Independent Advisor Network
Kansas
$1.14M 13,457 +712 +6%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$1.08M 12,838 -241 -2%
Citigroup
91
Citigroup
New York
$1.07M 12,656 +843 +7%
OMC
92
Old Mission Capital
Illinois
$1.06M 12,539 +12,539 New
CWM
93
Chesapeake Wealth Management
Virginia
$1.04M 12,287 -28 -0.2%
MA
94
Mutual Advisors
Nebraska
$1.04M 12,263 +573 +5%
Millennium Management
95
Millennium Management
New York
$1.02M 12,043 -3,157 -21%
CB
96
Commerce Bank
Missouri
$1.02M 12,020 – –
SI
97
Stephens Inc
Arkansas
$1.01M 11,955 +1,914 +19%
ECML
98
Eagle Capital Management (Louisiana)
Louisiana
$986K 11,670 +764 +7%
VWA
99
Visionary Wealth Advisors
Illinois
$979K 11,580 – –
CS
100
Comerica Securities
Michigan
$962K 11,382 -260 -2%
2 3
4
5 6