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iShares US Financials ETF
IYF

Overview Fund Activity

320 hedge funds and large institutions have $1B invested in iShares US Financials ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
320
Holders Change
+26
Holders Change %
+8.84%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
58
Increased
87
Reduced
99
Closed
25
Calls
$4.14M
Puts
$332K
Net Calls
+$3.81M
Net Calls Change
+$28K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$113M
3
PCH
3
PGIM Custom Harvest
New Jersey
$10.8M
4
CG
4
Colony Group
Massachusetts
$7.27M
5
TBC
5
Ted Buchan & Co
California
$5.37M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
UBS Group
2
UBS Group
Switzerland
$26.9M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
LPL Financial
5
LPL Financial
California
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$1.29M 17,109 -32 -0.2%
GT
77
Glenview Trust
Kentucky
$1.22M 16,111 +8,623 +115%
CC
78
Callan Capital
California
$1.21M 16,038 +50 +0.3%
Creative Planning
79
Creative Planning
Kansas
$1.21M 16,003 +548 +4%
FHC
80
First Heartland Consultants
Missouri
$1.21M 15,977 +15,977 New
SPC
81
Sigma Planning Corp
Michigan
$1.15M 15,294 +4 +0%
WIP
82
WealthCare Investment Partners
Rhode Island
$1.14M 15,153 -6,095 -29%
Vontobel Holding
83
Vontobel Holding
Switzerland
$1.13M 15,000 – –
RF
84
Rollins Financial
Georgia
$1.13M 14,965 -1,400 -9%
KAS
85
Kestra Advisory Services
Texas
$1.1M 14,538 +23 +0.2%
TRCT
86
Tower Research Capital (TRC)
New York
$1.08M 14,343 -9,578 -40%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M 14,163 -1,042 -7%
Citigroup
88
Citigroup
New York
$1.05M 13,903 +9,625 +225%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$1.05M 13,870 -1,704 -11%
AMC
90
Asset Management Corp
Illinois
$998K 13,227 -2,717 -17%
Millennium Management
91
Millennium Management
New York
$979K 12,973 +1,206 +10%
TPSF
92
Texas Permanent School Fund
Texas
$974K 12,900 – –
FWCM
93
Ferguson Wellman Capital Management
Oregon
$954K 12,636 +12,636 New
HF
94
HRT Financial
New York
$950K 12,593 -36,404 -74%
KIA
95
KCM Investment Advisors
California
$947K 12,542 +58 +0.5%
ZIMP
96
Zimmermann Investment Management & Planning
Pennsylvania
$938K 12,432 -2,664 -18%
SFWA
97
Summit Financial Wealth Advisors
Louisiana
$933K 12,364 +12,364 New
CB
98
Commerce Bank
Missouri
$907K 12,020 – –
CWM
99
Chesapeake Wealth Management
Virginia
$907K 12,019 +30 +0.3%
ECML
100
Eagle Capital Management (Louisiana)
Louisiana
$889K 11,784 +216 +2%
2 3
4
5 6