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iShares US Financials ETF
IYF

Overview Fund Activity

294 hedge funds and large institutions have $856M invested in iShares US Financials ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
294
Holders Change
-21
Holders Change %
-6.67%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
75
Reduced
100
Closed
31
Calls
$4.58M
Puts
$797K
Net Calls
+$3.78M
Net Calls Change
+$1.54M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.7M
3
DZ Bank
3
DZ Bank
Germany
$7.69M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
CI
5
CX Institutional
Indiana
$4.56M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.6M
3
CG
3
Colony Group
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$29M
5
CL
5
CIM LLC
New York
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M 15,205 -1,946 -11%
ZIMP
77
Zimmermann Investment Management & Planning
Pennsylvania
$1.02M 15,096 -28,858 -66%
Vontobel Holding
78
Vontobel Holding
Switzerland
$1.01M 15,000 – –
AW
79
ACG Wealth
Georgia
$1M 14,835 – –
KAS
80
Kestra Advisory Services
Texas
$980K 14,515 +556 +4%
Truist Financial
81
Truist Financial
North Carolina
$877K 12,978 -41,429 -76%
TPSF
82
Texas Permanent School Fund
Texas
$871K 12,900 – –
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$846K 12,520 +12,520 New
KIA
84
KCM Investment Advisors
California
$843K 12,484 -3,194 -20%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$826K 12,232 +10,743 +721%
MIAN
86
Mariner Independent Advisor Network
Kansas
$815K 12,067 -720 -6%
CB
87
Commerce Bank
Missouri
$812K 12,020 – –
CWM
88
Chesapeake Wealth Management
Virginia
$810K 11,989 -254 -2%
Millennium Management
89
Millennium Management
New York
$795K 11,767 +66 +0.6%
ECML
90
Eagle Capital Management (Louisiana)
Louisiana
$781K 11,568 -114 -1%
VWA
91
Visionary Wealth Advisors
Illinois
$768K 11,365 – –
NA
92
NewEdge Advisors
Louisiana
$766K 11,342 -678 -6%
NWA
93
Navis Wealth Advisors
New York
$729K 10,791 – –
MGIA
94
Matthew Goff Investment Advisor
Texas
$713K 10,558 – –
SI
95
Stephens Inc
Arkansas
$691K 10,236 -6 -0.1%
HSBC Holdings
96
HSBC Holdings
United Kingdom
– – – –
BIA
97
Bigelow Investment Advisors
Maine
$623K 9,230 -400 -4%
DI
98
DAGCO Inc
Ohio
$598K 8,854 -50 -0.6%
MCM
99
Magnolia Capital Management
New York
$597K 8,845 – –
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$593K 8,785 -425 -5%
2 3
4
5 6