IYF icon

iShares US Financials ETF
IYF

Overview Fund Activity

300 hedge funds and large institutions have $900M invested in iShares US Financials ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+9
Holders Change %
+3.09%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
70
Reduced
111
Closed
21
Calls
$1.85M
Puts
$761K
Net Calls
+$1.09M
Net Calls Change
-$1.05M

Top Buyers

1
WT
1
Washington Trust
Rhode Island
$20.5M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$131M
3
FCFC
3
First Citizens Financial Corp
Iowa
$5.56M
4
KAS
4
Kestra Advisory Services
Texas
$3.67M
5
VCM
5
Virtue Capital Management
Tennessee
$1.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$129M
2
SCA
2
Stillwater Capital Advisors
Pennsylvania
$4.63M
3
CG
3
Colony Group
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$18.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$1.04M 13,899 +2,134 +18%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$1.03M 15,242 +12,305 +419%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$1.02M 13,626 -24,948 -65%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$981K 13,153 -300 -2%
Corient Private Wealth
80
Corient Private Wealth
Florida
$979K 13,115 -1,617 -11%
SPC
81
Sigma Planning Corp
Michigan
$925K 12,391 -819 -6%
KIA
82
KCM Investment Advisors
California
$895K 11,989 +21 +0.2%
Millennium Management
83
Millennium Management
New York
$884K 11,843 -6,398 -35%
CWM
84
Chesapeake Wealth Management
Virginia
$881K 11,806 +10 +0.1%
Citigroup
85
Citigroup
New York
$862K 11,556 -1,627 -12%
NWA
86
Navis Wealth Advisors
New York
$821K 10,999 +42 +0.4%
NF
87
Nikulski Financial
Iowa
$810K 10,861 +10,861 New
SFPG
88
Stonebridge Financial Planning Group
Florida
$806K 10,800 -2,395 -18%
CB
89
Commerce Bank
Missouri
$785K 10,520 -1,200 -10%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$758K 10,156 +564 +6%
MGIA
91
Matthew Goff Investment Advisor
Texas
$735K 9,850 – –
SAM
92
Silvercrest Asset Management
New York
$719K 9,640 +9,640 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$673K 9,017 -3,408 -27%
JIC
94
Joel Isaacson & Co
New York
$664K 8,900 +5 +0.1%
MCM
95
Magnolia Capital Management
New York
$660K 8,845 – –
MA
96
Mutual Advisors
Nebraska
$652K 8,737 -1,172 -12%
ZIMP
97
Zimmermann Investment Management & Planning
Pennsylvania
$642K 8,609 -2,357 -21%
LWM
98
Laidlaw Wealth Management
New York
$631K 8,460 -153 -2%
HA
99
HFG Advisors
Ohio
$617K 8,271 -645 -7%
COCM
100
Charter Oak Capital Management
New Hampshire
$597K 8,007 +48 +0.6%
2 3
4
5 6