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iShares US Financials ETF
IYF

Overview Fund Activity

315 hedge funds and large institutions have $877M invested in iShares US Financials ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
-26
Holders Change %
-7.62%
% of All Funds
5.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
25
Increased
81
Reduced
116
Closed
50
Calls
$2.24M
Puts
–
Net Calls
+$2.24M
Net Calls Change
-$204K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$13.2M
2
CG
2
Colony Group
Massachusetts
$7.16M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$57.9M
4
LPL Financial
4
LPL Financial
California
$33.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.9M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$92.5M
3
Wells Fargo
3
Wells Fargo
California
$35.1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.02M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$1.09M 15,501 -106 -0.7%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$1.08M 15,438 +2,600 +20%
Vontobel Holding
78
Vontobel Holding
Switzerland
$1.05M 15,000 – –
AW
79
ACG Wealth
Georgia
$1.04M 14,835 +10 +0.1%
HSBC Holdings
80
HSBC Holdings
United Kingdom
– – – –
KAS
81
Kestra Advisory Services
Texas
$977K 13,959 -39 -0.3%
COCM
82
Charter Oak Capital Management
New Hampshire
$946K 13,520 +5,132 +61%
TPSF
83
Texas Permanent School Fund
Texas
$903K 12,900 +12,900 New
MIAN
84
Mariner Independent Advisor Network
Kansas
$895K 12,787 -670 -5%
CWM
85
Chesapeake Wealth Management
Virginia
$856K 12,243 -44 -0.4%
NA
86
NewEdge Advisors
Louisiana
$841K 12,020 -3,880 -24%
CB
87
Commerce Bank
Missouri
$841K 12,020 – –
Millennium Management
88
Millennium Management
New York
$819K 11,701 -342 -3%
ECML
89
Eagle Capital Management (Louisiana)
Louisiana
$818K 11,682 +12 +0.1%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$809K 11,556 -6,450 -36%
VWA
91
Visionary Wealth Advisors
Illinois
$795K 11,365 -215 -2%
NWA
92
Navis Wealth Advisors
New York
$755K 10,791 +45 +0.4%
MGIA
93
Matthew Goff Investment Advisor
Texas
$739K 10,558 – –
SI
94
Stephens Inc
Arkansas
$717K 10,242 -1,713 -14%
HF
95
HRT Financial
New York
$703K 10,058 -53,105 -84%
CI
96
CX Institutional
Indiana
$691K 9,883 +5,937 +150%
SWP
97
Stratos Wealth Partners
Ohio
$685K 9,793 -299 -3%
EDRH
98
Edmond de Rothschild Holding
Switzerland
$680K 9,719 – –
BIA
99
Bigelow Investment Advisors
Maine
$674K 9,630 – –
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$645K 9,210 – –
2 3
4
5 6