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iShares US Financials ETF
IYF

Overview Fund Activity

339 hedge funds and large institutions have $1.21B invested in iShares US Financials ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 79 increasing their positions, 112 reducing their positions, and 22 closing their positions.

Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
79
Reduced
112
Closed
22
Calls
$2.11M
Puts
$1.07M
Net Calls
+$1.04M
Net Calls Change
-$468K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$55.9M
3
PCH
3
PGIM Custom Harvest
New Jersey
$29M
4
Bank of America
4
Bank of America
North Carolina
$136M
5
CW
5
Connectus Wealth
Ohio
$7.03M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.89M
4
Wells Fargo
4
Wells Fargo
California
$27.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$188M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$1.35M 15,845 -738 -4%
Millennium Management
77
Millennium Management
New York
$1.35M 15,835 +3,712 +31%
BWP
78
Balboa Wealth Partners
Arizona
$1.32M 15,510 +15,510 New
Vontobel Holding
79
Vontobel Holding
Switzerland
$1.28M 15,000 – –
HSBC Holdings
80
HSBC Holdings
United Kingdom
$1.26M 14,750 +14,750 New
MML Investors Services
81
MML Investors Services
Massachusetts
$1.25M 14,636 -4,799 -25%
HNB
82
Huntington National Bank
Ohio
– – – –
MCM
83
MAI Capital Management
Ohio
$1.15M 13,441 +1,096 +9%
EL
84
Essex LLC
Illinois
$1.13M 13,254 -4,663 -26%
AAS
85
Ameritas Advisory Services
Nebraska
$1.11M 12,558 -3,255 -21%
JWCA
86
J.W. Cole Advisors
Florida
$1.1M 12,834 +12,834 New
OCM
87
One Capital Management
California
$1.08M 12,634 +12,634 New
NF
88
Nikulski Financial
Iowa
$1.07M 12,492 -770 -6%
CWM
89
Chesapeake Wealth Management
Virginia
$1.03M 12,040 -24 -0.2%
KIA
90
KCM Investment Advisors
California
$1.03M 12,036 +57 +0.5%
HAM
91
Harmony Asset Management
Arizona
$1.03M 12,019 +12,019 New
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$978K 11,453 -800 -7%
CVA
93
Central Valley Advisors
California
$963K 11,275 +11,275 New
NWA
94
Navis Wealth Advisors
New York
$949K 11,111 +112 +1%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$929K 10,874 -2,069 -16%
OCPWS
96
One Charles Private Wealth Services
Massachusetts
$901K 10,547 +10,547 New
CCFM
97
Clear Creek Financial Management
Washington
$899K 10,530 +10,530 New
CB
98
Commerce Bank
Missouri
$899K 10,520 – –
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$847K 9,914 -229 -2%
SPC
100
Sigma Planning Corp
Michigan
$832K 9,738 -2,152 -18%
2 3
4
5 6