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iShares US Financials ETF
IYF

Overview Fund Activity

301 hedge funds and large institutions have $1.07B invested in iShares US Financials ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 111 reducing their positions, and 26 closing their positions.

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
50
Reduced
111
Closed
26
Calls
$2.45M
Puts
$942K
Net Calls
+$1.51M
Net Calls Change
+$421K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M
2
SG Americas Securities
2
SG Americas Securities
New York
$63.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$168M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$30.3M
5
PCH
5
PGIM Custom Harvest
New Jersey
$18.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.3M
3
Wells Fargo
3
Wells Fargo
California
$28.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$447K
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$976K 13,051 -11,747 -47%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$968K 12,943 +3,926 +44%
Citigroup
78
Citigroup
New York
$949K 12,696 +1,140 +10%
MCM
79
MAI Capital Management
Ohio
$923K 12,345 +12,345 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$916K 12,253 -900 -7%
Millennium Management
81
Millennium Management
New York
$906K 12,123 +280 +2%
CWM
82
Chesapeake Wealth Management
Virginia
$902K 12,064 +258 +2%
KIA
83
KCM Investment Advisors
California
$896K 11,979 -10 -0.1%
SPC
84
Sigma Planning Corp
Michigan
$889K 11,890 -501 -4%
NWA
85
Navis Wealth Advisors
New York
$822K 10,999 – –
CB
86
Commerce Bank
Missouri
$786K 10,520 – –
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$760K 10,162 +10,162 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$758K 10,143 -13 -0.1%
MGIA
89
Matthew Goff Investment Advisor
Texas
$736K 9,850 – –
BWA
90
Beam Wealth Advisors
Louisiana
$681K 9,107 -23,238 -72%
JIC
91
Joel Isaacson & Co
New York
$665K 8,900 – –
MCM
92
Magnolia Capital Management
New York
$661K 8,845 – –
MA
93
Mutual Advisors
Nebraska
$623K 8,337 -400 -5%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$613K 8,195 -5,431 -40%
BRWA
95
B. Riley Wealth Advisors
Florida
$586K 7,798 +2 +0%
COCM
96
Charter Oak Capital Management
New Hampshire
$578K 7,736 -271 -3%
HA
97
HFG Advisors
Ohio
$570K 7,631 -640 -8%
GT
98
Glenview Trust
Kentucky
$567K 7,581 -9,516 -56%
MWM
99
Meridian Wealth Management
Kentucky
$565K 7,554 +3,782 +100%
SFPG
100
Stonebridge Financial Planning Group
Florida
$562K 7,517 -3,283 -30%
2 3
4
5 6